ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 996 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $104,477 | -2.9% | 1,527 | 0.0% | 0.04% | -2.2% |
Q2 2023 | $107,623 | +109719.4% | 1,527 | 0.0% | 0.04% | 0.0% |
Q1 2023 | $98 | +11.4% | 1,527 | +1.3% | 0.04% | +4.7% |
Q4 2022 | $88 | -99.7% | 1,507 | +206.9% | 0.04% | +95.5% |
Q3 2022 | $28,000 | -81.8% | 491 | -80.8% | 0.02% | -65.6% |
Q2 2022 | $154,000 | +30.5% | 2,555 | +66.0% | 0.06% | +39.1% |
Q1 2022 | $118,000 | -8.5% | 1,539 | 0.0% | 0.05% | -17.9% |
Q4 2021 | $129,000 | +17.3% | 1,539 | +3.8% | 0.06% | +9.8% |
Q3 2021 | $110,000 | +1.9% | 1,483 | 0.0% | 0.05% | -1.9% |
Q2 2021 | $108,000 | +9.1% | 1,483 | -2.6% | 0.05% | +15.6% |
Q1 2021 | $99,000 | +2.1% | 1,522 | +0.1% | 0.04% | 0.0% |
Q4 2020 | $97,000 | +16.9% | 1,521 | +322.5% | 0.04% | -4.3% |
Q3 2020 | $83,000 | +10.7% | 360 | 0.0% | 0.05% | 0.0% |
Q2 2020 | $75,000 | +8.7% | 360 | +1.4% | 0.05% | +4.4% |
Q4 2019 | $69,000 | – | 355 | – | 0.04% | – |
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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% |