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 | $3,373,517 | -3.2% | 49,306 | -0.2% | 0.29% | +2.1% |
Q2 2023 | $3,483,544 | +7.0% | 49,426 | -3.0% | 0.29% | -2.7% |
Q1 2023 | $3,255,067 | +12.2% | 50,948 | +2.8% | 0.30% | +4.6% |
Q4 2022 | $2,900,196 | +26.3% | 49,576 | +24.9% | 0.28% | +17.9% |
Q3 2022 | $2,296,000 | -12.4% | 39,698 | -8.6% | 0.24% | -9.8% |
Q2 2022 | $2,621,000 | -24.2% | 43,435 | -4.0% | 0.27% | -11.9% |
Q1 2022 | $3,457,000 | +4.3% | 45,258 | +14.2% | 0.30% | +8.6% |
Q4 2021 | $3,315,000 | +13.2% | 39,619 | 0.0% | 0.28% | +2.6% |
Q3 2021 | $2,928,000 | +1.6% | 39,619 | 0.0% | 0.27% | -1.1% |
Q2 2021 | $2,881,000 | -1.9% | 39,619 | -12.2% | 0.27% | -6.5% |
Q1 2021 | $2,938,000 | -0.6% | 45,124 | -2.5% | 0.29% | -14.6% |
Q4 2020 | $2,955,000 | +9.9% | 46,292 | +298.0% | 0.34% | -4.2% |
Q3 2020 | $2,688,000 | +10.4% | 11,631 | -0.9% | 0.36% | +5.0% |
Q2 2020 | $2,435,000 | +1.8% | 11,734 | -19.0% | 0.34% | -15.6% |
Q1 2020 | $2,392,000 | +838.0% | 14,490 | +549.5% | 0.40% | +521.5% |
Q1 2015 | $255,000 | +2.4% | 2,231 | 0.0% | 0.06% | +1.6% |
Q4 2014 | $249,000 | +4.6% | 2,231 | 0.0% | 0.06% | 0.0% |
Q3 2014 | $238,000 | – | 2,231 | – | 0.06% | – |
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% |