ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $901 | -2.8% | 13,169 | +0.1% | 0.14% | 0.0% |
Q2 2023 | $927 | -99.9% | 13,159 | -2.3% | 0.14% | -0.7% |
Q1 2023 | $860,534 | +9.8% | 13,469 | +0.6% | 0.14% | +1.4% |
Q4 2022 | $783,549 | +1.1% | 13,394 | 0.0% | 0.14% | -13.7% |
Q3 2022 | $775,000 | -4.1% | 13,394 | 0.0% | 0.16% | -1.8% |
Q2 2022 | $808,000 | -21.0% | 13,394 | 0.0% | 0.16% | -11.4% |
Q1 2022 | $1,023,000 | -8.7% | 13,394 | 0.0% | 0.18% | -8.9% |
Q4 2021 | $1,121,000 | +13.2% | 13,394 | 0.0% | 0.20% | +3.0% |
Q3 2021 | $990,000 | +1.6% | 13,394 | 0.0% | 0.20% | +2.1% |
Q2 2021 | $974,000 | +2.2% | 13,394 | -8.5% | 0.19% | -4.0% |
Q1 2021 | $953,000 | +1.9% | 14,644 | 0.0% | 0.20% | -7.8% |
Q4 2020 | $935,000 | +10.5% | 14,644 | +300.0% | 0.22% | -6.4% |
Q3 2020 | $846,000 | +10.2% | 3,661 | -1.1% | 0.23% | +7.4% |
Q2 2020 | $768,000 | +25.7% | 3,701 | +0.0% | 0.22% | +7.4% |
Q1 2020 | $611,000 | -14.9% | 3,700 | -0.3% | 0.20% | +11.6% |
Q4 2019 | $718,000 | +16.2% | 3,710 | +8.0% | 0.18% | +7.1% |
Q3 2019 | $618,000 | +147.2% | 3,435 | +146.2% | 0.17% | +148.5% |
Q2 2019 | $250,000 | +3.3% | 1,395 | -0.7% | 0.07% | +1.5% |
Q1 2019 | $242,000 | +14.7% | 1,405 | +0.4% | 0.07% | 0.0% |
Q4 2018 | $211,000 | – | 1,400 | – | 0.07% | – |
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% |