AMERIPRISE FINANCIAL INC - ISHARES TR ownership

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
AMERIPRISE FINANCIAL INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$619,205,915
+5.0%
9,048,951
+8.2%
0.20%
+9.7%
Q2 2023$589,809,265
+14.2%
8,366,365
+3.5%
0.18%
+9.5%
Q1 2023$516,502,823
+10.8%
8,082,592
+1.4%
0.17%
+5.6%
Q4 2022$466,242,000
-1.9%
7,974,513
-3.5%
0.16%
-9.1%
Q3 2022$475,188,000
-6.5%
8,263,719
-1.8%
0.18%
-0.6%
Q2 2022$508,027,000
-26.6%
8,416,702
-6.7%
0.18%
-13.2%
Q1 2022$691,722,000
-4.9%
9,020,166
+3.8%
0.20%
+1.5%
Q4 2021$727,630,000
+13.2%
8,693,459
+0.0%
0.20%
-2.0%
Q3 2021$642,511,000
+5.7%
8,689,683
+3.9%
0.20%
+9.0%
Q2 2021$607,925,000
+18.2%
8,360,412
+5.7%
0.19%
+9.9%
Q1 2021$514,522,000
-2.2%
7,908,962
-3.9%
0.17%
-8.1%
Q4 2020$525,831,000
+9.7%
8,233,411
+297.0%
0.19%
-4.6%
Q3 2020$479,269,000
+11.0%
2,073,902
+0.5%
0.20%
+5.4%
Q2 2020$431,633,000
+33.0%
2,062,645
+4.9%
0.18%
+8.8%
Q1 2020$324,546,000
-22.3%
1,965,967
-8.9%
0.17%
-2.3%
Q4 2019$417,685,000
+5.7%
2,157,083
-1.8%
0.17%
-1.7%
Q3 2019$395,308,000
+5.1%
2,196,065
+4.4%
0.18%
+4.7%
Q2 2019$376,240,000
+6.2%
2,102,526
+2.3%
0.17%
+3.7%
Q1 2019$354,317,000
+12.2%
2,054,532
-2.3%
0.16%
+3.2%
Q4 2018$315,817,000
-86.9%
2,102,349
-1.8%
0.16%
-81.2%
Q3 2018$2,409,306,000
+649.8%
2,140,627
+8.3%
0.84%
+493.0%
Q2 2018$321,339,000
+16.5%
1,976,348
+11.2%
0.14%
+13.6%
Q1 2018$275,913,000
+10.6%
1,776,806
+8.8%
0.12%
+9.6%
Q4 2017$249,467,000
+10.9%
1,633,568
+4.1%
0.11%
+6.5%
Q3 2017$225,049,000
+22.5%
1,569,242
+17.0%
0.11%
+16.3%
Q2 2017$183,650,000
+15.6%
1,341,449
+11.1%
0.09%
+12.2%
Q1 2017$158,818,000
+24.8%
1,207,401
+15.5%
0.08%
+18.8%
Q4 2016$127,228,000
+40.1%
1,045,528
+40.2%
0.07%
+35.3%
Q3 2016$90,843,000
+35.1%
745,695
+29.3%
0.05%
+30.8%
Q2 2016$67,265,000
+31.4%
576,545
+30.7%
0.04%
+25.8%
Q1 2016$51,202,000
+11.1%
441,155
+10.8%
0.03%
+14.8%
Q4 2015$46,089,000
+17.3%
398,051
+9.1%
0.03%
+12.5%
Q3 2015$39,278,000
+15.0%
364,886
+22.1%
0.02%
+26.3%
Q2 2015$34,150,000
+1.9%
298,818
+1.6%
0.02%0.0%
Q1 2015$33,510,000
+22.8%
294,175
+20.3%
0.02%
+18.8%
Q4 2014$27,292,000
+23.2%
244,583
+16.6%
0.02%
+23.1%
Q3 2014$22,152,000
+11.3%
209,813
+10.8%
0.01%
+8.3%
Q2 2014$19,907,000
-3.5%
189,405
-8.5%
0.01%0.0%
Q1 2014$20,631,000
+42.6%
206,965
+41.1%
0.01%
+33.3%
Q4 2013$14,471,000
+102.1%
146,670
+82.9%
0.01%
+80.0%
Q3 2013$7,159,000
+100.4%
80,176
+88.2%
0.01%
+150.0%
Q2 2013$3,572,00042,5960.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 697,179$47,700,97641.21%
Foundation Wealth Management, LLC 360,743$24,681,27524.67%
Quantitative Strategies, Inc. 431,852$29,547,33019.88%
Praetorian Wealth Management, Inc. 667,075$45,641,27114.51%
TRIAD FINANCIAL ADVISORS, INC. 552,859$37,826,61813.32%
FINANCIAL LIFE ADVISORS 443,157$30,320,81713.05%
Sterling Investment Counsel, LLC 332,429$22,744,76213.03%
INSTRUMENTAL WEALTH, LLC 155,022$10,898,04912.73%
LVZ, Inc. 1,105,700$75,651,99812.20%
ShoreHaven Wealth Partners, LLC 252,414$17,270,13211.88%
View complete list of ISHARES TR shareholders