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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $793,901 | +8.5% | 8,579 | -1.0% | 0.09% | +5.6% |
Q1 2024 | $731,588 | +12.4% | 8,664 | 0.0% | 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% | 15,236 | 0.0% | 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% | 15,288 | 0.0% | 0.18% | +0.6% |
Q2 2021 | $1,112,000 | +11.8% | 15,288 | 0.0% | 0.18% | +4.6% |
Q1 2021 | $995,000 | +1.9% | 15,288 | 0.0% | 0.17% | -8.0% |
Q4 2020 | $976,000 | +17.0% | 15,288 | +323.4% | 0.19% | 0.0% |
Q3 2020 | $834,000 | +11.3% | 3,611 | 0.0% | 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% | 4,496 | 0.0% | 0.18% | +0.5% |
Q1 2019 | $775,000 | +267.3% | 4,496 | +220.7% | 0.18% | +205.0% |
Q4 2018 | $211,000 | – | 1,402 | – | 0.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stegner Investment Associates Inc. | 716,980 | $50,532,715 | 41.53% |
Foundation Wealth Management, LLC | 355,950 | $25,086,744 | 24.48% |
Quantitative Strategies, Inc. | 411,762 | $29,020,983 | 19.48% |
TRIAD FINANCIAL ADVISORS, INC. | 558,917 | $39,392,476 | 16.17% |
INSTRUMENTAL WEALTH, LLC | 164,998 | $11,609,282 | 13.96% |
Strategic Equity Management | 552,693 | $38,953,783 | 13.33% |
Praetorian Wealth Management, Inc. | 611,644 | $43,108,669 | 13.32% |
Johnson Midwest Financial, LLC | 210,085 | $14,806,791 | 13.14% |
FINANCIAL LIFE ADVISORS | 427,961 | $30,162,707 | 12.59% |
Sterling Investment Counsel, LLC | 328,517 | $23,153,871 | 12.50% |