ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $15,701,194 | -0.2% | 229,483 | +2.8% | 1.33% | -1.1% |
Q2 2023 | $15,728,547 | +12.6% | 223,163 | +2.1% | 1.34% | +3.2% |
Q1 2023 | $13,966,405 | +6.1% | 218,601 | -2.8% | 1.30% | -3.3% |
Q4 2022 | $13,162,995 | -49.7% | 225,008 | -50.3% | 1.34% | -10.3% |
Q3 2022 | $26,191,000 | -5.1% | 452,621 | -1.0% | 1.50% | -5.3% |
Q2 2022 | $27,600,000 | -25.3% | 457,326 | -5.5% | 1.58% | -11.7% |
Q1 2022 | $36,967,000 | +65.7% | 483,978 | +81.5% | 1.79% | -18.6% |
Q4 2021 | $22,316,000 | +8.1% | 266,679 | -6.0% | 2.20% | +3.8% |
Q2 2021 | $20,636,000 | +10.6% | 283,767 | -1.0% | 2.12% | -15.4% |
Q1 2021 | $18,655,000 | -1.3% | 286,520 | -3.3% | 2.51% | -9.6% |
Q4 2020 | $18,903,000 | +8.0% | 296,190 | +291.2% | 2.77% | -2.9% |
Q3 2020 | $17,499,000 | +11.7% | 75,722 | +0.3% | 2.86% | +0.6% |
Q2 2020 | $15,663,000 | +32.5% | 75,486 | +5.4% | 2.84% | +4.7% |
Q1 2020 | $11,825,000 | -14.7% | 71,633 | +0.0% | 2.71% | +29.1% |
Q4 2019 | $13,868,000 | +7.9% | 71,617 | +0.2% | 2.10% | -21.5% |
Q3 2019 | $12,858,000 | +0.5% | 71,447 | +0.1% | 2.68% | +59.2% |
Q2 2019 | $12,796,000 | +4.7% | 71,377 | +0.6% | 1.68% | -38.2% |
Q1 2019 | $12,224,000 | +13.8% | 70,967 | -0.4% | 2.72% | -5.8% |
Q4 2018 | $10,743,000 | – | 71,265 | – | 2.89% | – |
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% |