ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,362 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $112 | +28.7% | 1,632 | +32.6% | 0.05% | +20.0% |
Q2 2023 | $87 | -26.9% | 1,231 | -33.8% | 0.04% | -24.5% |
Q1 2023 | $119 | +7.2% | 1,859 | -1.7% | 0.05% | -5.4% |
Q4 2022 | $111 | -99.9% | 1,892 | -6.0% | 0.06% | -1.8% |
Q3 2022 | $116,000 | +19.6% | 2,012 | +24.9% | 0.06% | +26.7% |
Q2 2022 | $97,000 | +70.2% | 1,611 | +117.7% | 0.04% | +114.3% |
Q1 2022 | $57,000 | +1325.0% | 740 | +1620.9% | 0.02% | +2000.0% |
Q4 2021 | $4,000 | -88.2% | 43 | -84.6% | 0.00% | -94.4% |
Q4 2016 | $34,000 | 0.0% | 279 | 0.0% | 0.02% | +5.9% |
Q3 2016 | $34,000 | +3.0% | 279 | 0.0% | 0.02% | -10.5% |
Q2 2016 | $33,000 | 0.0% | 279 | -24.0% | 0.02% | -9.5% |
Q3 2013 | $33,000 | +6.5% | 367 | 0.0% | 0.02% | +10.5% |
Q2 2013 | $31,000 | – | 367 | – | 0.02% | – |
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% |