ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 996 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $107,967 | +36.2% | 1,578 | +40.3% | 0.00% | +33.3% |
Q2 2023 | $79,290 | +194.8% | 1,125 | +167.2% | 0.00% | +200.0% |
Q1 2023 | $26,898 | -35.3% | 421 | -40.8% | 0.00% | 0.0% |
Q4 2022 | $41,594 | -37.9% | 711 | -38.9% | 0.00% | -66.7% |
Q3 2022 | $67,000 | -72.4% | 1,164 | -60.0% | 0.00% | -66.7% |
Q4 2021 | $243,000 | +5975.0% | 2,907 | +4827.1% | 0.01% | – |
Q3 2021 | $4,000 | -100.0% | 59 | -100.0% | 0.00% | -100.0% |
Q1 2021 | $10,985,000 | +2.0% | 168,718 | -0.0% | 0.47% | -3.3% |
Q4 2020 | $10,771,000 | +10.2% | 168,770 | +299.0% | 0.49% | -0.6% |
Q3 2020 | $9,774,000 | +9.4% | 42,298 | -1.8% | 0.49% | -1.4% |
Q2 2020 | $8,937,000 | +5898.0% | 43,072 | +4685.8% | 0.50% | +4880.0% |
Q1 2020 | $149,000 | -51.9% | 900 | -55.6% | 0.01% | -58.3% |
Q4 2017 | $310,000 | +6.5% | 2,029 | 0.0% | 0.02% | 0.0% |
Q3 2017 | $291,000 | +4.7% | 2,029 | 0.0% | 0.02% | -4.0% |
Q2 2017 | $278,000 | +4.1% | 2,029 | 0.0% | 0.02% | -3.8% |
Q1 2017 | $267,000 | +8.1% | 2,029 | 0.0% | 0.03% | 0.0% |
Q4 2016 | $247,000 | 0.0% | 2,029 | 0.0% | 0.03% | -23.5% |
Q3 2016 | $247,000 | +8.8% | 2,029 | +4.2% | 0.03% | -24.4% |
Q2 2016 | $227,000 | – | 1,948 | – | 0.04% | – |
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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% |