LifeSteps Financial, Inc. - ISHARES TR ownership

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ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,184 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.

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Quarter-by-quarter ownership
LifeSteps Financial, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,088,918
+9.6%
11,7670.0%0.90%
+19.9%
Q1 2024$993,605
+12.4%
11,7670.0%0.75%
-4.3%
Q4 2023$883,702
+9.8%
11,7670.0%0.78%
-4.3%
Q3 2023$805,098
-2.9%
11,7670.0%0.82%
-0.1%
Q2 2023$829,338
+10.3%
11,7670.0%0.82%
+2.8%
Q1 2023$751,794
+9.2%
11,7670.0%0.80%
+11.3%
Q4 2022$688,370
+1.1%
11,7670.0%0.72%
-6.5%
Q3 2022$681,000
-4.1%
11,7670.0%0.77%
+3.6%
Q2 2022$710,000
-21.0%
11,7670.0%0.74%
+11.3%
Q1 2022$899,000
-8.7%
11,7670.0%0.66%
-4.6%
Q4 2021$985,000
+13.2%
11,7670.0%0.70%
+4.7%
Q3 2021$870,000
+1.6%
11,7670.0%0.67%
+1.4%
Q2 2021$856,000
+14.3%
11,767
+2.3%
0.66%
+5.1%
Q1 2021$749,000
+2.0%
11,5000.0%0.62%
-7.1%
Q4 2020$734,000
+10.5%
11,500
+300.0%
0.67%
-4.0%
Q3 2020$664,000
+11.2%
2,8750.0%0.70%
+1.7%
Q2 2020$597,000
+15.0%
2,875
-8.6%
0.69%
+15.4%
Q1 2020$519,000
-14.8%
3,1440.0%0.60%
+3.8%
Q4 2019$609,000–3,144–0.58%–
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Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Wilmington Trust Investment Management, LLC 1,317,762$131,484,00026.50%
Sage Advisory Services, Ltd.Co. 1,450,311$144,698,00017.06%
Quantitative Advantage, LLC 642,654$64,163,00015.39%
Simply Money Advisors 935,899$93,440,00014.52%
FIRST HAWAIIAN BANK 627,875$62,688,00010.98%
Live Your Vision, LLC 202,572$20,225,00010.68%
Valmark Advisers, Inc. 4,140,992$413,437,00010.63%
LVZ, Inc. 132,407$12,669,00010.14%
SG Select LLC 6,068$606,0009.90%
TIEDEMANN TRUST CO 906,241$90,462,0009.81%
View complete list of ISHARES TR shareholders