ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $227,976 | -2.9% | 3,332 | 0.0% | 0.06% | 0.0% |
Q2 2023 | $234,840 | +10.3% | 3,332 | 0.0% | 0.06% | +17.6% |
Q1 2023 | $212,882 | -0.2% | 3,332 | -8.7% | 0.05% | 0.0% |
Q4 2022 | $213,408 | +1.1% | 3,648 | 0.0% | 0.05% | -15.0% |
Q3 2022 | $211,000 | -4.1% | 3,648 | 0.0% | 0.06% | -14.3% |
Q2 2022 | $220,000 | -21.1% | 3,648 | 0.0% | 0.07% | -6.7% |
Q1 2022 | $279,000 | -8.5% | 3,648 | 0.0% | 0.08% | -7.4% |
Q4 2021 | $305,000 | +13.0% | 3,648 | 0.0% | 0.08% | +1.2% |
Q3 2021 | $270,000 | +1.9% | 3,648 | 0.0% | 0.08% | +1.3% |
Q2 2021 | $265,000 | +11.3% | 3,648 | 0.0% | 0.08% | +6.8% |
Q1 2021 | $238,000 | +2.1% | 3,648 | 0.0% | 0.07% | -3.9% |
Q4 2020 | $233,000 | +10.4% | 3,648 | +300.0% | 0.08% | +13.2% |
Q3 2020 | $211,000 | +5.5% | 912 | -24.8% | 0.07% | +13.3% |
Q1 2020 | $200,000 | -14.9% | 1,212 | 0.0% | 0.06% | -41.7% |
Q4 2019 | $235,000 | +7.8% | 1,212 | 0.0% | 0.10% | -5.5% |
Q3 2019 | $218,000 | +0.5% | 1,212 | 0.0% | 0.11% | -3.5% |
Q2 2019 | $217,000 | +3.8% | 1,212 | 0.0% | 0.11% | +2.7% |
Q1 2019 | $209,000 | -2.8% | 1,212 | 0.0% | 0.11% | +1.9% |
Q4 2018 | $215,000 | 0.0% | 1,212 | 0.0% | 0.11% | 0.0% |
Q3 2018 | $215,000 | – | 1,212 | – | 0.11% | – |
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% |