ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $41,297,093 | -38.2% | 601,621 | -36.6% | 1.10% | -33.1% |
Q2 2023 | $66,857,077 | +64.2% | 948,596 | +48.8% | 1.64% | +37.1% |
Q1 2023 | $40,720,045 | +99538.0% | 637,346 | -8.8% | 1.20% | -0.2% |
Q4 2022 | $40,868 | -99.9% | 698,598 | -0.0% | 1.20% | +0.7% |
Q3 2022 | $40,425,000 | -12.1% | 698,795 | -8.3% | 1.19% | -6.0% |
Q2 2022 | $45,970,000 | -26.9% | 761,715 | -7.5% | 1.27% | -12.0% |
Q1 2022 | $62,892,000 | +44.0% | 823,406 | +57.7% | 1.44% | +50.6% |
Q4 2021 | $43,679,000 | +16.6% | 522,046 | +3.0% | 0.96% | +19.9% |
Q3 2021 | $37,474,000 | -0.1% | 507,026 | -1.7% | 0.80% | +13.0% |
Q2 2021 | $37,514,000 | +3.7% | 515,798 | -7.1% | 0.71% | +3.2% |
Q1 2021 | $36,166,000 | -50.4% | 555,467 | -51.4% | 0.68% | -5.5% |
Q4 2020 | $72,976,000 | +105.2% | 1,143,478 | +642.8% | 0.72% | -0.7% |
Q3 2020 | $35,572,000 | +6.0% | 153,940 | -4.9% | 0.73% | -0.8% |
Q2 2020 | $33,574,000 | +23.5% | 161,812 | -1.7% | 0.74% | -13.1% |
Q1 2020 | $27,179,000 | – | 164,674 | – | 0.85% | – |
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% |