ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $370,426 | -2.9% | 5,414 | 0.0% | 0.10% | 0.0% |
Q2 2023 | $381,579 | +9.9% | 5,414 | -0.4% | 0.10% | +5.2% |
Q1 2023 | $347,178 | +9.2% | 5,434 | 0.0% | 0.10% | +4.3% |
Q4 2022 | $317,889 | +14.8% | 5,434 | +13.5% | 0.09% | +2.2% |
Q3 2022 | $277,000 | -3.1% | 4,789 | +1.1% | 0.09% | +1.1% |
Q2 2022 | $286,000 | -21.0% | 4,736 | 0.0% | 0.09% | -14.4% |
Q1 2022 | $362,000 | -8.6% | 4,736 | 0.0% | 0.10% | -7.1% |
Q4 2021 | $396,000 | +13.1% | 4,736 | 0.0% | 0.11% | +1.8% |
Q3 2021 | $350,000 | +2.0% | 4,736 | +0.4% | 0.11% | +1.9% |
Q2 2021 | $343,000 | +11.7% | 4,716 | 0.0% | 0.11% | +3.8% |
Q1 2021 | $307,000 | +2.0% | 4,716 | 0.0% | 0.10% | -5.5% |
Q4 2020 | $301,000 | +10.7% | 4,716 | +300.0% | 0.11% | -2.7% |
Q3 2020 | $272,000 | +23.1% | 1,179 | +10.7% | 0.11% | +11.9% |
Q2 2020 | $221,000 | +7.3% | 1,065 | 0.0% | 0.10% | +14.8% |
Q4 2019 | $206,000 | – | 1,065 | – | 0.09% | – |
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% |