ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $81,332,853 | -3.3% | 1,189,761 | -0.3% | 8.49% | -5.1% |
Q2 2023 | $84,068,692 | +10.5% | 1,192,802 | +0.2% | 8.94% | -1.4% |
Q1 2023 | $76,080,046 | +9.5% | 1,190,797 | +0.3% | 9.07% | +3.0% |
Q4 2022 | $69,477,769 | -2.2% | 1,187,654 | -3.3% | 8.80% | -17.4% |
Q3 2022 | $71,073,000 | -3.9% | 1,228,569 | +0.2% | 10.65% | -6.9% |
Q2 2022 | $73,982,000 | -22.1% | 1,225,889 | -1.4% | 11.44% | -17.0% |
Q1 2022 | $95,009,000 | -9.9% | 1,243,903 | -1.3% | 13.78% | -7.7% |
Q4 2021 | $105,421,000 | +7.1% | 1,259,958 | -5.4% | 14.92% | -2.5% |
Q3 2021 | $98,388,000 | -1.5% | 1,331,191 | -3.1% | 15.30% | -2.4% |
Q2 2021 | $99,933,000 | +12.6% | 1,374,026 | +0.8% | 15.68% | +4.2% |
Q1 2021 | $88,729,000 | +0.4% | 1,362,748 | -1.5% | 15.05% | -8.1% |
Q4 2020 | $88,335,000 | +8.5% | 1,384,130 | +292.9% | 16.38% | -3.4% |
Q3 2020 | $81,396,000 | +9.3% | 352,242 | -1.8% | 16.95% | +5.7% |
Q2 2020 | $74,449,000 | +8.0% | 358,807 | -14.1% | 16.04% | -9.6% |
Q1 2020 | $68,950,000 | -11.6% | 417,755 | +3.7% | 17.74% | +14.6% |
Q4 2019 | $77,979,000 | +2.5% | 402,703 | -4.7% | 15.48% | +0.6% |
Q3 2019 | $76,055,000 | -0.5% | 422,458 | -1.0% | 15.39% | -0.4% |
Q2 2019 | $76,464,000 | +5.5% | 426,599 | +1.4% | 15.46% | +3.5% |
Q1 2019 | $72,491,000 | +15.7% | 420,576 | +1.1% | 14.93% | +3.2% |
Q4 2018 | $62,652,000 | – | 415,820 | – | 14.47% | – |
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% |