ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 983 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $25,936,681 | +7.4% | 379,080 | +10.6% | 0.29% | +5.1% |
Q2 2023 | $24,149,478 | +10.9% | 342,643 | +0.6% | 0.28% | +3.4% |
Q1 2023 | $21,771,116 | +10.4% | 340,759 | +1.1% | 0.27% | +1.5% |
Q4 2022 | $19,722,231 | +11.6% | 337,132 | +10.4% | 0.26% | -3.0% |
Q3 2022 | $17,667,000 | +2.8% | 305,385 | +7.2% | 0.27% | +4.6% |
Q2 2022 | $17,187,000 | -18.6% | 284,785 | +3.1% | 0.26% | -10.7% |
Q1 2022 | $21,107,000 | -4.2% | 276,284 | +4.9% | 0.29% | -12.7% |
Q4 2021 | $22,031,000 | +14.1% | 263,296 | +0.8% | 0.33% | +3.1% |
Q3 2021 | $19,306,000 | -5.1% | 261,210 | -6.6% | 0.32% | -12.7% |
Q2 2021 | $20,346,000 | +18.0% | 279,682 | +5.6% | 0.37% | -0.3% |
Q1 2021 | $17,244,000 | -15.9% | 264,804 | -17.6% | 0.37% | -24.2% |
Q4 2020 | $20,504,000 | -45.3% | 321,175 | +97.9% | 0.49% | -18.8% |
Q3 2020 | $37,501,000 | +81.3% | 162,282 | +62.7% | 0.60% | +0.8% |
Q2 2020 | $20,681,000 | +27.4% | 99,740 | +1.4% | 0.60% | +23.1% |
Q1 2020 | $16,234,000 | -10.3% | 98,393 | +5.3% | 0.48% | +15.2% |
Q4 2019 | $18,104,000 | +159.8% | 93,450 | +141.7% | 0.42% | +48.9% |
Q3 2019 | $6,968,000 | +22.0% | 38,668 | +21.3% | 0.28% | +11.9% |
Q2 2019 | $5,712,000 | +16.6% | 31,866 | +12.2% | 0.25% | -3.1% |
Q1 2019 | $4,897,000 | +29.7% | 28,411 | +13.3% | 0.26% | -59.1% |
Q4 2018 | $3,777,000 | – | 25,079 | – | 0.64% | – |
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% |