ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $4,461,503 | +10.4% | 69,831 | +1.1% | 2.77% | +4.5% |
Q4 2022 | $4,040,888 | +14331.7% | 69,075 | +16504.6% | 2.65% | +15505.9% |
Q2 2022 | $28,000 | -12.5% | 416 | 0.0% | 0.02% | -5.6% |
Q1 2022 | $32,000 | -61.9% | 416 | -58.6% | 0.02% | -61.7% |
Q4 2021 | $84,000 | +13.5% | 1,004 | 0.0% | 0.05% | +9.3% |
Q3 2021 | $74,000 | -7.5% | 1,004 | -8.4% | 0.04% | -10.4% |
Q2 2021 | $80,000 | +14.3% | 1,096 | 0.0% | 0.05% | +14.3% |
Q4 2020 | $70,000 | +11.1% | 1,096 | +300.0% | 0.04% | -4.5% |
Q3 2020 | $63,000 | +12.5% | 274 | 0.0% | 0.04% | -6.4% |
Q2 2020 | $56,000 | +12.0% | 274 | -10.2% | 0.05% | -6.0% |
Q1 2020 | $50,000 | -15.3% | 305 | 0.0% | 0.05% | -3.8% |
Q4 2019 | $59,000 | +7.3% | 305 | 0.0% | 0.05% | -23.5% |
Q3 2019 | $55,000 | – | 305 | – | 0.07% | – |
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% |