ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $45,641,271 | +5.9% | 667,075 | +9.1% | 14.51% | +8.9% |
Q2 2023 | $43,108,669 | +11.4% | 611,644 | +1.0% | 13.32% | +5.9% |
Q1 2023 | $38,699,642 | +15.1% | 605,723 | +5.4% | 12.58% | +3.8% |
Q4 2022 | $33,627,087 | +6.5% | 574,822 | +5.3% | 12.12% | +2.3% |
Q3 2022 | $31,583,000 | -1.9% | 545,949 | +2.3% | 11.84% | +0.2% |
Q2 2022 | $32,195,000 | -19.6% | 533,479 | +1.8% | 11.82% | -13.3% |
Q1 2022 | $40,028,000 | -5.8% | 524,077 | +3.2% | 13.63% | -1.2% |
Q4 2021 | $42,496,000 | +16.0% | 507,905 | +2.5% | 13.80% | +11.2% |
Q3 2021 | $36,625,000 | +0.6% | 495,530 | -1.0% | 12.41% | +2.1% |
Q2 2021 | $36,412,000 | +14.2% | 500,649 | +2.2% | 12.16% | +8.2% |
Q1 2021 | $31,886,000 | +5.9% | 489,737 | +3.8% | 11.24% | -2.2% |
Q4 2020 | $30,107,000 | +11.9% | 471,757 | +305.3% | 11.50% | -3.2% |
Q3 2020 | $26,896,000 | +12.4% | 116,391 | +0.9% | 11.87% | +1.4% |
Q2 2020 | $23,937,000 | – | 115,365 | – | 11.71% | – |
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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% |