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 | $8,918,821 | -7.8% | 130,354 | -5.0% | 0.49% | -2.0% |
Q2 2023 | $9,668,378 | +169.7% | 137,179 | +144.5% | 0.50% | +162.3% |
Q1 2023 | $3,584,317 | +6.7% | 56,098 | -2.3% | 0.19% | -6.4% |
Q4 2022 | $3,358,485 | -41.1% | 57,410 | -41.7% | 0.20% | -48.5% |
Q3 2022 | $5,698,000 | -24.2% | 98,496 | -21.0% | 0.40% | -30.3% |
Q2 2022 | $7,522,000 | +20794.4% | 124,642 | +25233.7% | 0.57% | +18833.3% |
Q3 2021 | $36,000 | 0.0% | 492 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $36,000 | +12.5% | 492 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $32,000 | -82.8% | 492 | -83.1% | 0.00% | -83.3% |
Q4 2020 | $186,000 | +933.3% | 2,912 | +3681.8% | 0.02% | +800.0% |
Q3 2020 | $18,000 | -18.2% | 77 | -27.4% | 0.00% | -33.3% |
Q2 2020 | $22,000 | – | 106 | – | 0.00% | – |
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% |