ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 975 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $354,615 | +2.8% | 5,311 | -1.6% | 0.13% | -9.3% |
Q1 2023 | $344,878 | +9.2% | 5,398 | +0.0% | 0.14% | -6.7% |
Q4 2022 | $315,725 | +1.2% | 5,397 | 0.0% | 0.15% | -28.6% |
Q3 2022 | $312,000 | +34.5% | 5,397 | +40.3% | 0.21% | -10.6% |
Q2 2022 | $232,000 | -23.4% | 3,848 | -2.9% | 0.24% | -15.5% |
Q1 2022 | $303,000 | -8.7% | 3,964 | 0.0% | 0.28% | -2.8% |
Q4 2021 | $332,000 | +13.3% | 3,964 | 0.0% | 0.29% | +6.3% |
Q3 2021 | $293,000 | -89.8% | 3,964 | 0.0% | 0.27% | +12.6% |
Q2 2021 | $2,883,000 | +1017.4% | 3,964 | 0.0% | 0.24% | +25.1% |
Q1 2021 | $258,000 | +2.0% | 3,964 | 0.0% | 0.19% | -2.6% |
Q4 2020 | $253,000 | +10.5% | 3,964 | +300.0% | 0.20% | +0.5% |
Q3 2020 | $229,000 | +11.2% | 991 | -29.5% | 0.20% | +6.6% |
Q2 2020 | $206,000 | -1.4% | 1,405 | +30.1% | 0.18% | 0.0% |
Q4 2019 | $209,000 | – | 1,080 | – | 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% |