ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,362 filers reported holding ISHARES TR in Q3 2023. 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 | $3,429,758 | -2.9% | 50,128 | 0.0% | 0.40% | +3.7% |
Q2 2023 | $3,533,021 | +10.3% | 50,128 | 0.0% | 0.38% | +3.8% |
Q1 2023 | $3,202,678 | +9.2% | 50,128 | 0.0% | 0.37% | +4.2% |
Q4 2022 | $2,932,488 | +1.1% | 50,128 | 0.0% | 0.35% | -6.9% |
Q3 2022 | $2,900,000 | -4.1% | 50,128 | 0.0% | 0.38% | +2.4% |
Q2 2022 | $3,025,000 | -21.0% | 50,128 | 0.0% | 0.37% | -2.1% |
Q1 2022 | $3,829,000 | -8.7% | 50,128 | 0.0% | 0.38% | -8.9% |
Q4 2021 | $4,194,000 | +13.2% | 50,128 | 0.0% | 0.42% | -0.2% |
Q3 2021 | $3,705,000 | -16.2% | 50,128 | -17.5% | 0.42% | -17.3% |
Q2 2021 | $4,420,000 | +11.7% | 60,776 | 0.0% | 0.50% | +13.8% |
Q1 2021 | $3,957,000 | +2.0% | 60,776 | 0.0% | 0.44% | -4.5% |
Q4 2020 | $3,879,000 | +10.5% | 60,776 | +300.0% | 0.46% | -5.5% |
Q3 2020 | $3,511,000 | +2.4% | 15,194 | -8.1% | 0.49% | -6.5% |
Q2 2020 | $3,429,000 | +218.1% | 16,525 | +153.0% | 0.52% | +154.4% |
Q1 2020 | $1,078,000 | -14.8% | 6,532 | 0.0% | 0.21% | +14.4% |
Q4 2019 | $1,265,000 | +7.6% | 6,532 | 0.0% | 0.18% | -4.3% |
Q3 2019 | $1,176,000 | +0.4% | 6,532 | 0.0% | 0.19% | -0.5% |
Q2 2019 | $1,171,000 | +4.0% | 6,532 | 0.0% | 0.19% | +5.0% |
Q1 2019 | $1,126,000 | +14.4% | 6,532 | 0.0% | 0.18% | +2.3% |
Q4 2018 | $984,000 | -15.0% | 6,532 | 0.0% | 0.18% | -11.1% |
Q3 2018 | $1,157,000 | +14.2% | 6,532 | 0.0% | 0.20% | +19.3% |
Q1 2018 | $1,013,000 | +176.0% | 6,532 | +172.2% | 0.17% | +163.5% |
Q4 2017 | $367,000 | +6.7% | 2,400 | 0.0% | 0.06% | +1.6% |
Q3 2017 | $344,000 | +4.9% | 2,400 | 0.0% | 0.06% | +5.1% |
Q2 2017 | $328,000 | – | 2,400 | – | 0.06% | – |
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% |