ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $655,231 | +13.9% | 9,577 | +17.3% | 0.05% | +20.0% |
Q2 2023 | $575,469 | +3.8% | 8,165 | -5.9% | 0.04% | -2.4% |
Q1 2023 | $554,246 | +3.4% | 8,675 | -5.3% | 0.04% | -6.8% |
Q4 2022 | $536,153 | +3.9% | 9,165 | +2.8% | 0.04% | -12.0% |
Q3 2022 | $516,000 | -21.6% | 8,917 | -18.3% | 0.05% | -19.4% |
Q2 2022 | $658,000 | +178.8% | 10,910 | +253.5% | 0.06% | +244.4% |
Q1 2022 | $236,000 | -32.4% | 3,086 | -26.1% | 0.02% | -30.8% |
Q4 2021 | $349,000 | +2.9% | 4,176 | -10.1% | 0.03% | -7.1% |
Q2 2021 | $339,000 | +26.0% | 4,643 | +12.4% | 0.03% | +12.0% |
Q1 2021 | $269,000 | +27.5% | 4,129 | +251.4% | 0.02% | -26.5% |
Q3 2019 | $211,000 | 0.0% | 1,175 | 0.0% | 0.03% | -5.6% |
Q2 2019 | $211,000 | +3.9% | 1,175 | 0.0% | 0.04% | -7.7% |
Q1 2019 | $203,000 | -2.4% | 1,175 | 0.0% | 0.04% | -15.2% |
Q3 2018 | $208,000 | – | 1,175 | – | 0.05% | – |
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% |