ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 862 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.02 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $763,818 | -4.1% | 11,164 | -1.2% | 0.05% | -1.9% |
Q2 2023 | $796,471 | +17.8% | 11,301 | +6.8% | 0.05% | +8.2% |
Q1 2023 | $675,876 | +9.3% | 10,579 | +0.1% | 0.05% | +2.1% |
Q4 2022 | $618,290 | +0.2% | 10,569 | -0.8% | 0.05% | -9.4% |
Q3 2022 | $617,000 | +7.3% | 10,658 | +11.8% | 0.05% | +10.4% |
Q2 2022 | $575,000 | -16.1% | 9,534 | +0.1% | 0.05% | -4.0% |
Q1 2022 | $685,000 | -14.6% | 9,528 | -0.6% | 0.05% | -9.1% |
Q4 2021 | $802,000 | +13.3% | 9,584 | +0.1% | 0.06% | +3.8% |
Q3 2021 | $708,000 | +4.4% | 9,576 | +2.7% | 0.05% | 0.0% |
Q2 2021 | $678,000 | +11.7% | 9,323 | +0.1% | 0.05% | 0.0% |
Q1 2021 | $607,000 | +2.2% | 9,315 | 0.0% | 0.05% | -8.6% |
Q4 2020 | $594,000 | +10.4% | 9,315 | +300.3% | 0.06% | -17.1% |
Q3 2020 | $538,000 | +27.8% | 2,327 | +14.6% | 0.07% | +16.7% |
Q2 2020 | $421,000 | +25.7% | 2,030 | +0.1% | 0.06% | +3.4% |
Q1 2020 | $335,000 | -33.5% | 2,028 | -22.1% | 0.06% | -12.1% |
Q4 2019 | $504,000 | +7.7% | 2,603 | +0.2% | 0.07% | -1.5% |
Q3 2019 | $468,000 | +800.0% | 2,599 | +504.4% | 0.07% | +570.0% |
Q4 2016 | $52,000 | 0.0% | 430 | 0.0% | 0.01% | -9.1% |
Q3 2016 | $52,000 | +4.0% | 430 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $50,000 | 0.0% | 430 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $50,000 | +19.0% | 430 | +16.8% | 0.01% | 0.0% |
Q1 2015 | $42,000 | +2.4% | 368 | 0.0% | 0.01% | 0.0% |
Q4 2014 | $41,000 | +5.1% | 368 | 0.0% | 0.01% | -8.3% |
Q3 2014 | $39,000 | +225.0% | 368 | +132.9% | 0.01% | +50.0% |
Q4 2012 | $12,000 | – | 158 | – | 0.01% | – |
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% |