ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,236 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $633,555 | -100.0% | 10,830 | -47.0% | 2.80% | -55.2% |
Q4 2021 | $1,709,210,000 | +48.6% | 20,428 | +31.3% | 6.25% | +81.7% |
Q3 2021 | $1,149,965,000 | -11.9% | 15,559 | +130.7% | 3.44% | +89.0% |
Q4 2019 | $1,305,715,000 | +6.8% | 6,743 | -0.7% | 1.82% | +37.1% |
Q3 2019 | $1,222,943,000 | +100388.3% | 6,793 | 0.0% | 1.33% | +4.1% |
Q2 2019 | $1,217,000 | -6.2% | 6,793 | -9.8% | 1.28% | +9.2% |
Q1 2019 | $1,298,000 | +4.3% | 7,533 | -8.8% | 1.17% | -4.6% |
Q4 2018 | $1,244,000 | -15.5% | 8,258 | -0.7% | 1.22% | +16.1% |
Q3 2018 | $1,473,000 | +5.3% | 8,318 | -3.3% | 1.05% | +27.0% |
Q2 2018 | $1,399,000 | – | 8,605 | – | 0.83% | – |
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% |