ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 932 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $768,743 | -0.3% | 11,015 | +0.7% | 0.40% | +4.2% |
Q2 2023 | $770,675 | +10.1% | 10,935 | -0.2% | 0.38% | +5.8% |
Q1 2023 | $699,731 | +9.3% | 10,952 | +0.0% | 0.36% | +2.5% |
Q4 2022 | $640,409 | -0.9% | 10,947 | -1.9% | 0.35% | -26.1% |
Q3 2022 | $646,000 | -4.2% | 11,161 | 0.0% | 0.48% | +8.9% |
Q2 2022 | $674,000 | -20.9% | 11,161 | +0.0% | 0.44% | -2.0% |
Q1 2022 | $852,000 | -8.7% | 11,158 | +0.0% | 0.45% | -9.1% |
Q4 2021 | $933,000 | +8.0% | 11,156 | -4.5% | 0.49% | -4.8% |
Q3 2021 | $864,000 | -7.3% | 11,686 | -8.8% | 0.52% | -14.1% |
Q2 2021 | $932,000 | -9.0% | 12,814 | -18.5% | 0.60% | -16.5% |
Q1 2021 | $1,024,000 | -27.0% | 15,732 | -28.4% | 0.72% | -29.0% |
Q4 2020 | $1,403,000 | -13.4% | 21,976 | +213.5% | 1.02% | -20.5% |
Q3 2020 | $1,620,000 | -2.0% | 7,009 | -12.0% | 1.28% | -8.4% |
Q2 2020 | $1,653,000 | +18.1% | 7,968 | -6.1% | 1.40% | -5.6% |
Q1 2020 | $1,400,000 | -22.0% | 8,482 | -8.5% | 1.48% | -4.6% |
Q4 2019 | $1,795,000 | -9.9% | 9,271 | -16.2% | 1.55% | -17.6% |
Q3 2019 | $1,992,000 | -2.3% | 11,066 | -0.8% | 1.88% | +0.9% |
Q2 2019 | $2,038,000 | -5.7% | 11,150 | -11.1% | 1.87% | -0.5% |
Q1 2019 | $2,162,000 | +16.0% | 12,545 | +1.4% | 1.88% | +7.0% |
Q4 2018 | $1,864,000 | -11.7% | 12,374 | +3.9% | 1.76% | +6.2% |
Q3 2018 | $2,110,000 | +7.4% | 11,910 | -1.4% | 1.65% | +3.5% |
Q2 2018 | $1,964,000 | +5.6% | 12,079 | +0.8% | 1.60% | +2.6% |
Q1 2018 | $1,859,000 | +5.9% | 11,988 | +4.3% | 1.56% | +3.5% |
Q4 2017 | $1,756,000 | – | 11,492 | – | 1.50% | – |
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% |