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 | $339,809,188 | +41.3% | 4,965,562 | +45.4% | 0.50% | +16.2% |
Q2 2023 | $240,472,864 | +11.2% | 3,413,965 | +0.9% | 0.43% | +6.1% |
Q1 2023 | $216,227,501 | +21.0% | 3,383,039 | +10.8% | 0.41% | +12.4% |
Q4 2022 | $178,664,851 | +25.4% | 3,053,382 | +24.1% | 0.36% | +11.0% |
Q3 2022 | $142,432,000 | -4.6% | 2,461,403 | -0.4% | 0.33% | -0.9% |
Q2 2022 | $149,319,000 | -74.0% | 2,471,414 | -64.5% | 0.33% | -70.5% |
Q1 2022 | $574,013,000 | +90.6% | 6,970,662 | +93.8% | 1.11% | +95.4% |
Q4 2021 | $301,182,000 | +28.7% | 3,596,828 | +13.7% | 0.57% | +16.8% |
Q3 2021 | $234,063,000 | +6.8% | 3,163,405 | +5.1% | 0.49% | +3.0% |
Q2 2021 | $219,118,000 | +2.8% | 3,010,585 | -7.9% | 0.47% | -7.6% |
Q1 2021 | $213,205,000 | -23.9% | 3,270,550 | -25.5% | 0.51% | -31.4% |
Q4 2020 | $280,090,000 | +5.2% | 4,388,169 | +279.1% | 0.75% | -6.0% |
Q3 2020 | $266,221,000 | +21.8% | 1,157,625 | +10.0% | 0.80% | +8.4% |
Q2 2020 | $218,550,000 | -4.5% | 1,052,738 | -27.2% | 0.73% | -21.7% |
Q1 2020 | $228,803,000 | – | 1,445,344 | – | 0.94% | – |
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% |