ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $291,170 | -2.9% | 4,256 | 0.0% | 0.04% | +2.9% |
Q2 2023 | $299,937 | +10.6% | 4,256 | +0.2% | 0.03% | +6.2% |
Q1 2023 | $271,310 | +1.2% | 4,247 | -7.4% | 0.03% | -3.0% |
Q4 2022 | $268,205 | -27.7% | 4,585 | -28.6% | 0.03% | -35.3% |
Q3 2022 | $371,000 | -8.4% | 6,422 | -4.4% | 0.05% | -1.9% |
Q2 2022 | $405,000 | -31.7% | 6,718 | -13.5% | 0.05% | -29.7% |
Q1 2022 | $593,000 | -21.9% | 7,768 | -14.4% | 0.07% | -22.1% |
Q4 2021 | $759,000 | +13.3% | 9,071 | +0.0% | 0.10% | +1.1% |
Q3 2021 | $670,000 | +1.2% | 9,069 | -0.4% | 0.09% | -1.1% |
Q2 2021 | $662,000 | +1.4% | 9,102 | -9.2% | 0.10% | -5.0% |
Q1 2021 | $653,000 | -7.1% | 10,025 | -9.0% | 0.10% | -9.1% |
Q4 2020 | $703,000 | +9.8% | 11,019 | +298.1% | 0.11% | -3.5% |
Q3 2020 | $640,000 | +19.0% | 2,768 | +6.7% | 0.11% | +8.6% |
Q2 2020 | $538,000 | +0.9% | 2,595 | -19.7% | 0.10% | -20.5% |
Q1 2020 | $533,000 | -42.4% | 3,231 | -32.5% | 0.13% | -25.0% |
Q4 2019 | $926,000 | – | 4,784 | – | 0.18% | – |
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% |