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 | $1,109,151 | +83.6% | 16,211 | +89.1% | 0.11% | +86.2% |
Q2 2023 | $604,149 | +48.9% | 8,572 | +35.0% | 0.06% | +38.1% |
Q1 2023 | $405,740 | +8.3% | 6,351 | -0.9% | 0.04% | +2.4% |
Q4 2022 | $374,796 | -0.3% | 6,407 | -1.3% | 0.04% | -2.4% |
Q3 2022 | $376,000 | -5.1% | 6,494 | -0.9% | 0.04% | +2.4% |
Q2 2022 | $396,000 | -20.2% | 6,556 | +1.0% | 0.04% | -6.8% |
Q1 2022 | $496,000 | +9.3% | 6,493 | +19.6% | 0.04% | +10.0% |
Q4 2021 | $454,000 | +5.8% | 5,430 | +0.0% | 0.04% | +5.3% |
Q3 2021 | $429,000 | -23.4% | 5,429 | -29.5% | 0.04% | -53.1% |
Q2 2021 | $560,000 | +20.4% | 7,701 | +7.4% | 0.08% | +44.6% |
Q1 2021 | $465,000 | +51.0% | 7,170 | +48.8% | 0.06% | +40.0% |
Q4 2020 | $308,000 | -42.8% | 4,820 | +47.9% | 0.04% | -75.2% |
Q1 2020 | $538,000 | – | 3,259 | – | 0.16% | – |
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% |