ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 848 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $786,394 | -1.0% | 11,268 | 0.0% | 0.18% | +7.0% |
Q2 2023 | $794,169 | +7.4% | 11,268 | -2.7% | 0.17% | +4.2% |
Q1 2023 | $739,718 | +9.2% | 11,578 | 0.0% | 0.16% | +5.8% |
Q4 2022 | $677,313 | +1.1% | 11,578 | 0.0% | 0.16% | -1.9% |
Q3 2022 | $670,000 | -4.1% | 11,578 | 0.0% | 0.16% | +1.3% |
Q2 2022 | $699,000 | -60.5% | 11,578 | -50.0% | 0.16% | -6.0% |
Q1 2022 | $1,768,000 | +92.2% | 23,156 | +100.0% | 0.17% | -3.5% |
Q4 2021 | $920,000 | +7.5% | 11,578 | 0.0% | 0.17% | +3.0% |
Q3 2021 | $856,000 | -1.9% | 11,578 | -3.5% | 0.17% | -1.8% |
Q2 2021 | $873,000 | +8.7% | 12,000 | -2.8% | 0.17% | -1.7% |
Q1 2021 | $803,000 | +1.9% | 12,340 | 0.0% | 0.17% | -3.3% |
Q4 2020 | $788,000 | -45.9% | 12,340 | +95.8% | 0.18% | -3.2% |
Q3 2020 | $1,456,000 | +119.6% | 6,302 | +97.1% | 0.19% | 0.0% |
Q2 2020 | $663,000 | +24.2% | 3,197 | -1.2% | 0.19% | -2.6% |
Q1 2020 | $534,000 | -23.6% | 3,236 | -10.3% | 0.19% | +10.4% |
Q4 2019 | $699,000 | +7.5% | 3,608 | 0.0% | 0.17% | -0.6% |
Q3 2019 | $650,000 | -27.2% | 3,608 | -26.0% | 0.17% | -26.9% |
Q2 2019 | $893,000 | +2.2% | 4,873 | -3.9% | 0.24% | -8.8% |
Q1 2019 | $874,000 | +4.9% | 5,070 | -8.3% | 0.26% | -5.8% |
Q4 2018 | $833,000 | -24.8% | 5,527 | -11.7% | 0.28% | -9.8% |
Q3 2018 | $1,108,000 | +1.7% | 6,256 | -6.6% | 0.31% | -8.1% |
Q2 2018 | $1,089,000 | -9.2% | 6,698 | -13.3% | 0.33% | -10.5% |
Q1 2018 | $1,199,000 | – | 7,729 | – | 0.37% | – |
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% |