ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $355,305 | -4.1% | 5,193 | -1.2% | 0.04% | 0.0% |
Q2 2023 | $370,584 | +11.3% | 5,258 | +0.9% | 0.04% | +8.6% |
Q1 2023 | $333,059 | +15.2% | 5,213 | +5.5% | 0.04% | +6.1% |
Q4 2022 | $289,166 | +1.1% | 4,943 | 0.0% | 0.03% | -8.3% |
Q3 2022 | $286,000 | +5.5% | 4,943 | +10.0% | 0.04% | +9.1% |
Q2 2022 | $271,000 | -21.0% | 4,493 | 0.0% | 0.03% | -17.5% |
Q1 2022 | $343,000 | -8.8% | 4,493 | 0.0% | 0.04% | -16.7% |
Q4 2021 | $376,000 | +13.3% | 4,493 | 0.0% | 0.05% | 0.0% |
Q3 2021 | $332,000 | +1.5% | 4,493 | 0.0% | 0.05% | -5.9% |
Q2 2021 | $327,000 | +14.3% | 4,493 | +2.5% | 0.05% | +4.1% |
Q1 2021 | $286,000 | +11.3% | 4,385 | +9.1% | 0.05% | +2.1% |
Q4 2020 | $257,000 | +110.7% | 4,020 | +302.0% | 0.05% | +37.1% |
Q3 2016 | $122,000 | -66.2% | 1,000 | -67.7% | 0.04% | -67.6% |
Q2 2016 | $361,000 | – | 3,100 | – | 0.11% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |