ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,236 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $387,257 | +96956.9% | 5,660 | 0.0% | 0.09% | -1.1% |
Q2 2023 | $399 | +9.0% | 5,660 | -0.7% | 0.09% | +13.0% |
Q1 2023 | $366 | +9.9% | 5,700 | 0.0% | 0.08% | +2.7% |
Q4 2022 | $333 | -99.9% | 5,700 | 0.0% | 0.08% | -7.4% |
Q3 2022 | $350,000 | -10.7% | 5,700 | -10.9% | 0.08% | -8.0% |
Q2 2022 | $392,000 | -25.6% | 6,400 | -7.2% | 0.09% | -12.9% |
Q1 2022 | $527,000 | -8.5% | 6,900 | 0.0% | 0.10% | -9.0% |
Q4 2021 | $576,000 | +12.9% | 6,900 | 0.0% | 0.11% | +15.6% |
Q3 2021 | $510,000 | -37.3% | 6,900 | -37.2% | 0.10% | -45.1% |
Q2 2021 | $814,000 | +71.7% | 10,988 | +52.7% | 0.18% | +69.9% |
Q1 2021 | $474,000 | +5.6% | 7,198 | +1.1% | 0.10% | -1.0% |
Q4 2020 | $449,000 | +12.8% | 7,122 | +311.0% | 0.10% | -10.3% |
Q3 2020 | $398,000 | +6.4% | 1,733 | 0.0% | 0.12% | +5.5% |
Q2 2020 | $374,000 | +17.2% | 1,733 | +10.0% | 0.11% | +8.9% |
Q4 2019 | $319,000 | +15.2% | 1,575 | +2.9% | 0.10% | +6.3% |
Q2 2019 | $277,000 | +1.1% | 1,530 | -19.9% | 0.10% | -18.1% |
Q3 2017 | $274,000 | +33.0% | 1,909 | +26.9% | 0.12% | +13.7% |
Q2 2017 | $206,000 | +1.0% | 1,504 | 0.0% | 0.10% | +14.6% |
Q1 2017 | $204,000 | – | 1,504 | – | 0.09% | – |
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% |