West Coast Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 867 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.02 and the average weighting 0.8%.

Quarter-by-quarter ownership
West Coast Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$793,901
+8.5%
8,579
-1.0%
0.09%
+5.6%
Q1 2024$731,588
+12.4%
8,6640.0%0.09%
+4.7%
Q4 2023$650,666
+8.5%
8,664
-1.2%
0.08%
-4.5%
Q3 2023$599,838
-7.5%
8,767
-4.7%
0.09%
-3.3%
Q2 2023$648,205
+2.9%
9,197
-6.7%
0.09%
-4.2%
Q1 2023$629,636
+6.9%
9,855
-2.1%
0.10%
-4.0%
Q4 2022$589,095
-7.5%
10,070
-8.5%
0.10%
-14.5%
Q3 2022$637,000
-7.8%
11,006
-3.9%
0.12%
-4.9%
Q2 2022$691,000
-40.6%
11,456
-24.8%
0.12%
-31.3%
Q1 2022$1,164,000
-8.7%
15,2360.0%0.18%
-1.6%
Q4 2021$1,275,000
+12.8%
15,236
-0.3%
0.18%0.0%
Q3 2021$1,130,000
+1.6%
15,2880.0%0.18%
+0.6%
Q2 2021$1,112,000
+11.8%
15,2880.0%0.18%
+4.6%
Q1 2021$995,000
+1.9%
15,2880.0%0.17%
-8.0%
Q4 2020$976,000
+17.0%
15,288
+323.4%
0.19%0.0%
Q3 2020$834,000
+11.3%
3,6110.0%0.19%
+3.3%
Q2 2020$749,000
+5.9%
3,611
-15.7%
0.18%
-3.2%
Q1 2020$707,000
-14.9%
4,281
-0.2%
0.19%
+6.2%
Q4 2019$831,000
-0.1%
4,290
-7.1%
0.18%
-6.3%
Q3 2019$832,000
+3.2%
4,620
+2.8%
0.19%
+2.7%
Q2 2019$806,000
+4.0%
4,4960.0%0.18%
+0.5%
Q1 2019$775,000
+267.3%
4,496
+220.7%
0.18%
+205.0%
Q4 2018$211,0001,4020.06%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 716,980$50,532,71541.53%
Foundation Wealth Management, LLC 355,950$25,086,74424.48%
Quantitative Strategies, Inc. 411,762$29,020,98319.48%
TRIAD FINANCIAL ADVISORS, INC. 558,917$39,392,47616.17%
INSTRUMENTAL WEALTH, LLC 164,998$11,609,28213.96%
Strategic Equity Management 552,693$38,953,78313.33%
Praetorian Wealth Management, Inc. 611,644$43,108,66913.32%
Johnson Midwest Financial, LLC 210,085$14,806,79113.14%
FINANCIAL LIFE ADVISORS 427,961$30,162,70712.59%
Sterling Investment Counsel, LLC 328,517$23,153,87112.50%
View complete list of ISHARES TR shareholders