ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,309 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $645,192 | -3.7% | 9,430 | -0.8% | 0.10% | -2.9% |
| Q2 2023 | $670,096 | +10.4% | 9,508 | +0.1% | 0.10% | +6.1% |
| Q1 2023 | $606,945 | +8.2% | 9,500 | -0.9% | 0.10% | +4.2% |
| Q4 2022 | $560,791 | -0.4% | 9,586 | -1.5% | 0.10% | -2.1% |
| Q3 2022 | $563,000 | -4.1% | 9,730 | 0.0% | 0.10% | -37.8% |
| Q2 2022 | $587,000 | -23.6% | 9,730 | -3.2% | 0.16% | +45.8% |
| Q1 2022 | $768,000 | -8.5% | 10,049 | +0.2% | 0.11% | 0.0% |
| Q4 2021 | $839,000 | +8.8% | 10,031 | -3.9% | 0.11% | +3.9% |
| Q3 2021 | $771,000 | -0.3% | 10,435 | -1.9% | 0.10% | -2.8% |
| Q2 2021 | $773,000 | -7.0% | 10,635 | -16.6% | 0.11% | -13.8% |
| Q1 2021 | $831,000 | +0.8% | 12,759 | -1.1% | 0.12% | +4.2% |
| Q4 2020 | $824,000 | +9.6% | 12,906 | +296.7% | 0.12% | -3.3% |
| Q3 2020 | $752,000 | +13.6% | 3,253 | +5.9% | 0.12% | +15.1% |
| Q2 2020 | $662,000 | +17.6% | 3,073 | +1.0% | 0.11% | +5.0% |
| Q1 2020 | $563,000 | -0.7% | 3,042 | -3.8% | 0.10% | +2.0% |
| Q4 2019 | $567,000 | -12.5% | 3,162 | -12.2% | 0.10% | -19.5% |
| Q3 2019 | $648,000 | -4.8% | 3,601 | -5.2% | 0.12% | -7.5% |
| Q2 2019 | $681,000 | +3.5% | 3,800 | -0.6% | 0.13% | -0.7% |
| Q1 2019 | $658,000 | -33.6% | 3,822 | -41.9% | 0.13% | -38.2% |
| Q4 2018 | $991,000 | – | 6,578 | – | 0.22% | – |
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% |