ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 983 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $15,020 | +9.8% | 200 | 0.0% | 0.00% | 0.0% |
Q3 2023 | $13,684 | -2.9% | 200 | 0.0% | 0.00% | -20.0% |
Q2 2023 | $14,096 | +10.3% | 200 | 0.0% | 0.01% | +25.0% |
Q1 2023 | $12,778 | +9.2% | 200 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $11,700 | -64.5% | 200 | -50.0% | 0.00% | -63.6% |
Q4 2021 | $33,000 | +10.0% | 400 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $30,000 | +3.4% | 400 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $29,000 | +11.5% | 400 | 0.0% | 0.01% | +22.2% |
Q1 2021 | $26,000 | +4.0% | 400 | 0.0% | 0.01% | -10.0% |
Q4 2020 | $25,000 | +8.7% | 400 | +300.0% | 0.01% | 0.0% |
Q3 2020 | $23,000 | +15.0% | 100 | 0.0% | 0.01% | +11.1% |
Q2 2020 | $20,000 | +25.0% | 100 | 0.0% | 0.01% | +12.5% |
Q1 2020 | $16,000 | -15.8% | 100 | 0.0% | 0.01% | -20.0% |
Q4 2019 | $19,000 | +5.6% | 100 | 0.0% | 0.01% | +25.0% |
Q3 2019 | $18,000 | +5.9% | 100 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $17,000 | -50.0% | 100 | -14.5% | 0.01% | +14.3% |
Q1 2019 | $34,000 | +126.7% | 117 | +17.0% | 0.01% | 0.0% |
Q4 2018 | $15,000 | -11.8% | 100 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $17,000 | +6.2% | 100 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $16,000 | +6.7% | 100 | 0.0% | 0.01% | +16.7% |
Q1 2018 | $15,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $15,000 | +7.1% | 100 | 0.0% | 0.01% | -25.0% |
Q3 2017 | $14,000 | +7.7% | 100 | 0.0% | 0.01% | +14.3% |
Q2 2017 | $13,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $13,000 | – | 100 | – | 0.01% | – |
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% |