ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 280 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 0.85 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $228,044 | -4.4% | 3,333 | -1.5% | 0.10% | -8.7% |
Q2 2023 | $238,575 | +11.3% | 3,385 | +0.9% | 0.10% | +4.0% |
Q1 2023 | $214,351 | +6.2% | 3,355 | -2.8% | 0.10% | -2.9% |
Q4 2022 | $201,825 | -3.0% | 3,450 | -4.0% | 0.10% | -7.2% |
Q3 2022 | $208,000 | -6.7% | 3,593 | +23.1% | 0.11% | +27.6% |
Q1 2022 | $223,000 | -6.3% | 2,918 | +2.6% | 0.09% | -7.4% |
Q4 2021 | $238,000 | +17.8% | 2,845 | +4.3% | 0.09% | +14.6% |
Q3 2021 | $202,000 | -4.3% | 2,728 | +199.5% | 0.08% | -13.7% |
Q3 2020 | $211,000 | +2.9% | 911 | -7.8% | 0.10% | -5.9% |
Q2 2020 | $205,000 | -4.7% | 988 | -29.9% | 0.10% | +8.6% |
Q4 2017 | $215,000 | +6.4% | 1,409 | 0.0% | 0.09% | +9.4% |
Q3 2017 | $202,000 | -11.0% | 1,409 | -29.3% | 0.08% | -45.2% |
Q2 2015 | $227,000 | -3.4% | 1,994 | -3.2% | 0.16% | -4.3% |
Q1 2015 | $235,000 | +2.2% | 2,059 | 0.0% | 0.16% | -2.4% |
Q4 2014 | $230,000 | +2.2% | 2,059 | -2.1% | 0.17% | 0.0% |
Q3 2014 | $225,000 | -11.4% | 2,104 | -12.8% | 0.17% | -9.8% |
Q2 2014 | $254,000 | -1.2% | 2,414 | -6.3% | 0.18% | -7.1% |
Q1 2014 | $257,000 | +3.2% | 2,577 | +2.4% | 0.20% | -1.0% |
Q4 2013 | $249,000 | +11.2% | 2,517 | +0.5% | 0.20% | +2.0% |
Q3 2013 | $224,000 | +6.7% | 2,505 | 0.0% | 0.20% | -1.5% |
Q2 2013 | $210,000 | – | 2,505 | – | 0.20% | – |
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% |