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 | $254,580 | +1.8% | 3,710 | +4.6% | 0.05% | +4.5% |
| Q2 2023 | $249,993 | -0.9% | 3,547 | -10.1% | 0.04% | -6.4% |
| Q1 2023 | $252,174 | -68.3% | 3,947 | -70.9% | 0.05% | -71.3% |
| Q4 2022 | $794,750 | -25.1% | 13,585 | -26.0% | 0.16% | -32.8% |
| Q3 2022 | $1,061,000 | -3.4% | 18,347 | +0.8% | 0.24% | +5.6% |
| Q2 2022 | $1,098,000 | -39.1% | 18,193 | -22.9% | 0.23% | -28.7% |
| Q1 2022 | $1,802,000 | -7.0% | 23,594 | +1.9% | 0.32% | -4.7% |
| Q4 2021 | $1,938,000 | +44.2% | 23,163 | +27.4% | 0.34% | +4.3% |
| Q3 2021 | $1,344,000 | +9.4% | 18,186 | +8.1% | 0.33% | +4.2% |
| Q2 2021 | $1,228,000 | +11.9% | 16,829 | -0.1% | 0.31% | +3.3% |
| Q1 2021 | $1,097,000 | +16.7% | 16,847 | +14.4% | 0.30% | +11.8% |
| Q4 2020 | $940,000 | +28.9% | 14,732 | +367.2% | 0.27% | +10.6% |
| Q3 2020 | $729,000 | +5.8% | 3,153 | -5.1% | 0.24% | -3.9% |
| Q2 2020 | $689,000 | +20.7% | 3,322 | -4.0% | 0.26% | -1.9% |
| Q1 2020 | $571,000 | -39.3% | 3,462 | -28.7% | 0.26% | -27.8% |
| Q4 2019 | $940,000 | +9.6% | 4,856 | +1.9% | 0.36% | -7.7% |
| Q3 2019 | $858,000 | +8.2% | 4,764 | +12.0% | 0.39% | -16.5% |
| Q2 2019 | $793,000 | +90.6% | 4,255 | +76.5% | 0.47% | +63.3% |
| Q1 2019 | $416,000 | – | 2,411 | – | 0.29% | – |
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% |