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 | $1,692,916 | -5.8% | 24,743 | -3.0% | 0.67% | -6.6% |
Q2 2023 | $1,797,874 | +10.3% | 25,509 | 0.0% | 0.72% | +2.3% |
Q1 2023 | $1,629,770 | +30.3% | 25,509 | +19.3% | 0.70% | +19.7% |
Q4 2022 | $1,250,730 | -2.1% | 21,380 | 0.0% | 0.58% | -19.1% |
Q3 2022 | $1,278,000 | -0.9% | 21,380 | 0.0% | 0.72% | -1.9% |
Q2 2022 | $1,290,000 | -21.0% | 21,380 | 0.0% | 0.74% | -9.1% |
Q1 2022 | $1,633,000 | -8.7% | 21,380 | 0.0% | 0.81% | -7.1% |
Q4 2021 | $1,788,000 | +13.2% | 21,380 | 0.0% | 0.87% | -4.9% |
Q3 2021 | $1,580,000 | +0.2% | 21,380 | -1.4% | 0.92% | -3.1% |
Q2 2021 | $1,577,000 | +11.7% | 21,692 | 0.0% | 0.95% | +5.5% |
Q1 2021 | $1,412,000 | -17.9% | 21,692 | -19.5% | 0.90% | +35.4% |
Q4 2020 | $1,719,000 | +2.3% | 26,948 | +270.6% | 0.66% | -12.2% |
Q3 2020 | $1,680,000 | +11.4% | 7,272 | 0.0% | 0.76% | -6.7% |
Q2 2020 | $1,508,000 | +24.6% | 7,272 | -0.8% | 0.81% | -3.8% |
Q1 2020 | $1,210,000 | -22.3% | 7,332 | -8.9% | 0.84% | -11.0% |
Q4 2019 | $1,557,000 | +6.5% | 8,045 | -0.9% | 0.94% | -10.8% |
Q3 2019 | $1,462,000 | +1.0% | 8,122 | +0.5% | 1.06% | -6.6% |
Q2 2019 | $1,448,000 | +3.8% | 8,079 | -0.2% | 1.13% | +2.6% |
Q1 2019 | $1,395,000 | +14.9% | 8,094 | +0.5% | 1.10% | +2.9% |
Q4 2018 | $1,214,000 | – | 8,057 | – | 1.07% | – |
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% |