ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,572 | -5.0% | 22,977 | -2.1% | 0.56% | -9.2% |
Q2 2023 | $1,655 | +16.2% | 23,476 | +5.3% | 0.62% | +16.9% |
Q1 2023 | $1,424 | +24.3% | 22,294 | +13.8% | 0.53% | +16.0% |
Q4 2022 | $1,146 | -99.9% | 19,585 | +16.1% | 0.46% | -0.4% |
Q3 2022 | $976,000 | -9.8% | 16,864 | -5.9% | 0.46% | -1.7% |
Q2 2022 | $1,082,000 | -12.7% | 17,923 | +10.5% | 0.46% | +3.6% |
Q1 2022 | $1,239,000 | +15.3% | 16,221 | +26.3% | 0.45% | +20.1% |
Q4 2021 | $1,075,000 | +12.0% | 12,847 | -1.1% | 0.37% | -0.3% |
Q3 2021 | $960,000 | +2.0% | 12,992 | +0.4% | 0.38% | -1.1% |
Q2 2021 | $941,000 | +11.6% | 12,945 | +0.0% | 0.38% | -11.7% |
Q1 2021 | $843,000 | -2.4% | 12,944 | -4.4% | 0.43% | -7.1% |
Q4 2020 | $864,000 | +16.3% | 13,539 | +321.3% | 0.46% | +4.5% |
Q3 2020 | $743,000 | +5.1% | 3,214 | -5.7% | 0.44% | -5.4% |
Q2 2020 | $707,000 | +34.2% | 3,409 | +6.8% | 0.47% | -0.6% |
Q1 2020 | $527,000 | -11.3% | 3,191 | +4.0% | 0.47% | +6.8% |
Q4 2019 | $594,000 | +7.8% | 3,067 | +0.2% | 0.44% | +4.3% |
Q3 2019 | $551,000 | -1.1% | 3,060 | -1.5% | 0.42% | -5.6% |
Q2 2019 | $557,000 | -7.5% | 3,106 | -11.1% | 0.45% | -12.7% |
Q1 2019 | $602,000 | – | 3,494 | – | 0.51% | – |
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% |