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 | $2,292,604 | -0.4% | 34,496 | +7.4% | 0.14% | +34.6% |
Q2 2023 | $2,301,286 | +11.5% | 32,105 | +0.1% | 0.10% | -46.1% |
Q1 2023 | $2,064,540 | +5.8% | 32,078 | -1.0% | 0.19% | -2.5% |
Q4 2022 | $1,951,550 | -5.3% | 32,407 | -10.7% | 0.20% | -13.5% |
Q3 2022 | $2,060,000 | -13.0% | 36,305 | -0.9% | 0.23% | -29.8% |
Q2 2022 | $2,368,000 | -9.7% | 36,618 | +0.2% | 0.33% | -2.7% |
Q1 2022 | $2,623,000 | -4.2% | 36,551 | -1.6% | 0.34% | +0.6% |
Q4 2021 | $2,738,000 | -9.6% | 37,148 | 0.0% | 0.33% | +0.3% |
Q3 2021 | $3,028,000 | +7.3% | 37,148 | 0.0% | 0.33% | -16.2% |
Q2 2021 | $2,822,000 | +14.0% | 37,148 | +1.9% | 0.40% | -28.3% |
Q1 2021 | $2,476,000 | – | 36,450 | – | 0.55% | – |
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% |