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 | $3,709,997 | -3.6% | 54,224 | -0.7% | 1.12% | +1.0% |
Q2 2023 | $3,850,102 | +10.5% | 54,627 | +0.1% | 1.11% | +4.6% |
Q1 2023 | $3,484,929 | +9.1% | 54,546 | -0.1% | 1.06% | +1.4% |
Q4 2022 | $3,194,991 | +1.6% | 54,615 | +0.4% | 1.05% | -8.0% |
Q3 2022 | $3,146,000 | -5.2% | 54,374 | -1.1% | 1.14% | -9.8% |
Q2 2022 | $3,319,000 | -21.2% | 54,990 | -0.3% | 1.26% | -19.3% |
Q1 2022 | $4,213,000 | -8.7% | 55,155 | -0.0% | 1.56% | -9.0% |
Q4 2021 | $4,615,000 | +11.4% | 55,156 | -1.6% | 1.72% | +3.9% |
Q3 2021 | $4,142,000 | +0.9% | 56,040 | -0.7% | 1.65% | -0.7% |
Q2 2021 | $4,106,000 | +6.8% | 56,452 | -4.4% | 1.66% | +2.7% |
Q1 2021 | $3,843,000 | +0.3% | 59,023 | -1.7% | 1.62% | -6.7% |
Q4 2020 | $3,833,000 | +19.6% | 60,064 | +332.9% | 1.74% | +4.8% |
Q3 2020 | $3,206,000 | +7.9% | 13,874 | -3.1% | 1.66% | +0.6% |
Q2 2020 | $2,972,000 | +25.5% | 14,322 | -3.9% | 1.65% | +12.6% |
Q1 2020 | $2,369,000 | -25.2% | 14,898 | -8.9% | 1.46% | +14.4% |
Q4 2019 | $3,166,000 | +6.1% | 16,351 | -1.3% | 1.28% | +7.6% |
Q3 2019 | $2,983,000 | -2.7% | 16,569 | -0.6% | 1.19% | +0.1% |
Q2 2019 | $3,065,000 | +3.2% | 16,677 | -1.0% | 1.19% | -1.5% |
Q1 2019 | $2,971,000 | +15.0% | 16,848 | -1.7% | 1.21% | -4.5% |
Q4 2018 | $2,584,000 | -9.1% | 17,148 | +0.2% | 1.26% | -0.4% |
Q3 2018 | $2,842,000 | -0.7% | 17,119 | -2.7% | 1.27% | -1.2% |
Q2 2018 | $2,861,000 | +0.9% | 17,592 | -3.8% | 1.28% | -4.7% |
Q1 2018 | $2,836,000 | +0.6% | 18,286 | -0.9% | 1.35% | +0.7% |
Q4 2017 | $2,820,000 | – | 18,457 | – | 1.34% | – |
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% |