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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,893,600 | +107.2% | 100,754 | +113.4% | 0.23% | +109.3% |
Q2 2023 | $3,326,842 | +7.9% | 47,203 | -2.2% | 0.11% | -3.6% |
Q1 2023 | $3,083,692 | +9.3% | 48,266 | +0.1% | 0.11% | +9.8% |
Q4 2022 | $2,820,843 | -8.7% | 48,220 | -9.8% | 0.10% | -23.9% |
Q3 2022 | $3,091,000 | -6.6% | 53,439 | -2.6% | 0.13% | +31.4% |
Q2 2022 | $3,311,000 | +5.3% | 54,862 | +33.3% | 0.10% | -46.3% |
Q1 2022 | $3,144,000 | -8.3% | 41,164 | +0.5% | 0.19% | -43.5% |
Q4 2021 | $3,428,000 | +5.2% | 40,973 | -7.1% | 0.34% | -1.5% |
Q3 2021 | $3,259,000 | -18.1% | 44,093 | -19.4% | 0.34% | -8.8% |
Q2 2021 | $3,978,000 | +11.3% | 54,695 | -0.4% | 0.37% | 0.0% |
Q1 2021 | $3,574,000 | +1532.0% | 54,888 | +1500.7% | 0.37% | +1681.0% |
Q4 2020 | $219,000 | -91.6% | 3,429 | -69.5% | 0.02% | -91.1% |
Q3 2020 | $2,595,000 | -36.6% | 11,230 | -43.0% | 0.24% | -41.8% |
Q2 2020 | $4,090,000 | +86.5% | 19,712 | +48.4% | 0.41% | +66.1% |
Q1 2020 | $2,193,000 | +817.6% | 13,287 | +975.0% | 0.24% | +1066.7% |
Q4 2019 | $239,000 | – | 1,236 | – | 0.02% | – |
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% |