Hall Kathryn A. - ISHARES TR ownership

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ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.

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Quarter-by-quarter ownership
Hall Kathryn A. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,132,762
-2.9%
16,5560.0%0.38%
+1.3%
Q2 2023$1,166,867
+10.3%
16,5560.0%0.38%
+22.6%
Q1 2023$1,057,763
+9.2%
16,5560.0%0.31%
-22.1%
Q4 2022$968,526
+1.1%
16,5560.0%0.40%
+0.3%
Q3 2022$958,000
-4.1%
16,5560.0%0.40%
+9.1%
Q2 2022$999,000
-21.0%
16,5560.0%0.36%
-4.5%
Q1 2022$1,264,000
-8.7%
16,5560.0%0.38%
+19.1%
Q4 2021$1,385,000
+13.2%
16,5560.0%0.32%
-13.3%
Q3 2021$1,224,000
+1.7%
16,5560.0%0.37%
-3.7%
Q2 2021$1,204,000
+11.7%
16,5560.0%0.38%
+8.2%
Q1 2021$1,078,000
+2.0%
16,5560.0%0.35%
-4.1%
Q4 2020$1,057,000
+10.6%
16,556
+300.0%
0.37%
-18.7%
Q3 2020$956,000
+11.3%
4,1390.0%0.45%
-8.1%
Q2 2020$859,000
+25.8%
4,1390.0%0.49%
-13.0%
Q1 2020$683,000
-14.7%
4,1390.0%0.57%
+14.5%
Q4 2019$801,000
+7.5%
4,1390.0%0.50%
-18.2%
Q3 2019$745,000
+0.4%
4,1390.0%0.61%
+2.4%
Q2 2019$742,000–4,139–0.59%–
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Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 697,179$47,700,97641.21%
Foundation Wealth Management, LLC 360,743$24,681,27524.67%
Quantitative Strategies, Inc. 431,852$29,547,33019.88%
Praetorian Wealth Management, Inc. 667,075$45,641,27114.51%
TRIAD FINANCIAL ADVISORS, INC. 552,859$37,826,61813.32%
FINANCIAL LIFE ADVISORS 443,157$30,320,81713.05%
Sterling Investment Counsel, LLC 332,429$22,744,76213.03%
INSTRUMENTAL WEALTH, LLC 155,022$10,898,04912.73%
LVZ, Inc. 1,105,700$75,651,99812.20%
ShoreHaven Wealth Partners, LLC 252,414$17,270,13211.88%
View complete list of ISHARES TR shareholders