ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,120 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $582,254 | -3.7% | 8,510 | -0.8% | 0.19% | +0.5% |
Q2 2023 | $604,718 | +10.3% | 8,580 | 0.0% | 0.19% | -3.5% |
Q1 2023 | $548,176 | +9.2% | 8,580 | 0.0% | 0.20% | -0.5% |
Q4 2022 | $501,930 | +66.8% | 8,580 | +65.1% | 0.20% | +62.1% |
Q3 2022 | $301,000 | -4.1% | 5,196 | 0.0% | 0.12% | -0.8% |
Q2 2022 | $314,000 | -20.9% | 5,196 | 0.0% | 0.12% | -6.7% |
Q1 2022 | $397,000 | -3.2% | 5,196 | +6.1% | 0.13% | -0.7% |
Q4 2021 | $410,000 | +13.3% | 4,896 | 0.0% | 0.14% | +3.1% |
Q3 2021 | $362,000 | +1.7% | 4,896 | 0.0% | 0.13% | -14.9% |
Q2 2021 | $356,000 | +11.6% | 4,896 | 0.0% | 0.15% | +9.2% |
Q1 2021 | $319,000 | +2.2% | 4,896 | 0.0% | 0.14% | -7.2% |
Q4 2020 | $312,000 | +10.2% | 4,896 | +300.0% | 0.15% | -9.0% |
Q3 2020 | $283,000 | +11.4% | 1,224 | 0.0% | 0.17% | -8.2% |
Q2 2020 | $254,000 | +25.7% | 1,224 | 0.0% | 0.18% | +36.8% |
Q1 2020 | $202,000 | -14.8% | 1,224 | 0.0% | 0.13% | -2.2% |
Q4 2019 | $237,000 | – | 1,224 | – | 0.14% | – |
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% |