ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,270 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $123,765 | +9.8% | 1,648 | 0.0% | 0.06% | +1.7% |
Q3 2023 | $112,756 | -2.9% | 1,648 | 0.0% | 0.06% | +1.7% |
Q2 2023 | $116,151 | +10.3% | 1,648 | 0.0% | 0.06% | +3.5% |
Q1 2023 | $105,291 | +9.2% | 1,648 | 0.0% | 0.06% | +7.5% |
Q4 2022 | $96,408 | +1.5% | 1,648 | 0.0% | 0.05% | -5.4% |
Q3 2022 | $95,000 | -4.0% | 1,648 | 0.0% | 0.06% | +3.7% |
Q2 2022 | $99,000 | -21.4% | 1,648 | 0.0% | 0.05% | -5.3% |
Q1 2022 | $126,000 | -8.7% | 1,648 | 0.0% | 0.06% | -6.6% |
Q4 2021 | $138,000 | +13.1% | 1,648 | 0.0% | 0.06% | +5.2% |
Q3 2021 | $122,000 | -1.6% | 1,648 | -3.5% | 0.06% | -1.7% |
Q2 2021 | $124,000 | +11.7% | 1,708 | 0.0% | 0.06% | +5.4% |
Q1 2021 | $111,000 | +1.8% | 1,708 | 0.0% | 0.06% | +1.8% |
Q4 2020 | $109,000 | +10.1% | 1,708 | +300.0% | 0.06% | 0.0% |
Q3 2020 | $99,000 | +11.2% | 427 | 0.0% | 0.06% | +5.8% |
Q2 2020 | $89,000 | +27.1% | 427 | 0.0% | 0.05% | +6.1% |
Q1 2020 | $70,000 | -31.4% | 427 | -19.0% | 0.05% | -14.0% |
Q4 2019 | $102,000 | +7.4% | 527 | 0.0% | 0.06% | 0.0% |
Q3 2019 | $95,000 | +1.1% | 527 | 0.0% | 0.06% | +1.8% |
Q2 2019 | $94,000 | +4.4% | 527 | 0.0% | 0.06% | +1.8% |
Q1 2019 | $90,000 | -52.4% | 527 | -57.9% | 0.06% | -57.4% |
Q4 2018 | $189,000 | -14.9% | 1,252 | 0.0% | 0.13% | -1.5% |
Q3 2018 | $222,000 | +8.8% | 1,252 | 0.0% | 0.13% | +3.1% |
Q2 2018 | $204,000 | +5.2% | 1,252 | 0.0% | 0.13% | +4.1% |
Q1 2018 | $194,000 | +1.6% | 1,252 | 0.0% | 0.12% | +5.2% |
Q4 2017 | $191,000 | +6.1% | 1,252 | 0.0% | 0.12% | +3.6% |
Q3 2017 | $180,000 | +5.3% | 1,252 | 0.0% | 0.11% | +2.8% |
Q2 2017 | $171,000 | +3.6% | 1,252 | 0.0% | 0.11% | 0.0% |
Q1 2017 | $165,000 | -6.8% | 1,252 | -13.8% | 0.11% | -9.9% |
Q4 2016 | $177,000 | +16.4% | 1,452 | +16.0% | 0.12% | +17.5% |
Q3 2016 | $152,000 | +4.1% | 1,252 | 0.0% | 0.10% | +5.1% |
Q2 2016 | $146,000 | +0.7% | 1,252 | 0.0% | 0.10% | -2.0% |
Q1 2016 | $145,000 | 0.0% | 1,252 | 0.0% | 0.10% | +1.0% |
Q4 2015 | $145,000 | +7.4% | 1,252 | 0.0% | 0.10% | -2.9% |
Q3 2015 | $135,000 | -5.6% | 1,252 | 0.0% | 0.10% | +5.2% |
Q2 2015 | $143,000 | 0.0% | 1,252 | 0.0% | 0.10% | 0.0% |
Q1 2015 | $143,000 | +2.1% | 1,252 | 0.0% | 0.10% | -3.0% |
Q4 2014 | $140,000 | – | 1,252 | – | 0.10% | – |
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% |