ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,188 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,700,965 | -8.7% | 54,092 | -6.0% | 0.44% | -5.3% |
Q2 2023 | $4,055,029 | +9.0% | 57,534 | -1.2% | 0.47% | +3.5% |
Q1 2023 | $3,718,999 | +7.5% | 58,209 | -1.6% | 0.45% | +4.1% |
Q4 2022 | $3,460,662 | +26.0% | 59,157 | +24.6% | 0.44% | +14.2% |
Q3 2022 | $2,746,000 | -2.0% | 47,461 | +2.2% | 0.38% | -39.9% |
Q2 2022 | $2,803,000 | -23.4% | 46,448 | -3.0% | 0.63% | +45.7% |
Q1 2022 | $3,659,000 | -8.9% | 47,905 | -0.2% | 0.44% | -10.1% |
Q4 2021 | $4,018,000 | +13.2% | 48,019 | +0.0% | 0.48% | +2.1% |
Q3 2021 | $3,548,000 | +3.6% | 48,005 | +1.9% | 0.47% | -37.1% |
Q2 2021 | $3,426,000 | +14.9% | 47,106 | +2.8% | 0.75% | +3.7% |
Q1 2021 | $2,983,000 | -2.5% | 45,818 | -4.4% | 0.73% | -8.3% |
Q4 2020 | $3,059,000 | +12.6% | 47,930 | +307.8% | 0.79% | -6.5% |
Q3 2020 | $2,716,000 | +4.3% | 11,753 | -6.3% | 0.85% | -6.1% |
Q2 2020 | $2,603,000 | +27.0% | 12,544 | +1.0% | 0.90% | +2.0% |
Q1 2020 | $2,050,000 | -27.8% | 12,419 | -15.4% | 0.88% | -14.2% |
Q4 2019 | $2,841,000 | – | 14,673 | – | 1.03% | – |
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% |