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 | $40,517 | -10.5% | 592,180 | -7.8% | 0.15% | -14.4% |
Q2 2023 | $45,260 | -32.2% | 642,174 | -38.6% | 0.18% | -40.6% |
Q1 2023 | $66,723 | +3.9% | 1,045,114 | -4.8% | 0.30% | -5.9% |
Q4 2022 | $64,199 | -99.9% | 1,097,416 | -18.2% | 0.32% | -30.2% |
Q3 2022 | $77,619,000 | -6.8% | 1,341,722 | -2.8% | 0.46% | -9.6% |
Q2 2022 | $83,276,000 | -28.5% | 1,379,884 | -9.4% | 0.51% | -25.5% |
Q1 2022 | $116,393,000 | +6.4% | 1,523,867 | +16.5% | 0.68% | +1.3% |
Q4 2021 | $109,425,000 | +10.9% | 1,307,813 | -2.1% | 0.68% | -1.9% |
Q3 2021 | $98,712,000 | +4.3% | 1,335,576 | +2.6% | 0.69% | -5.4% |
Q2 2021 | $94,655,000 | +16.8% | 1,301,463 | +4.5% | 0.73% | -1.2% |
Q1 2021 | $81,054,000 | +5743.8% | 1,244,878 | +5626.5% | 0.74% | +4235.3% |
Q4 2020 | $1,387,000 | +9.0% | 21,739 | -1.2% | 0.02% | -10.5% |
Q3 2020 | $1,272,000 | +19.9% | 22,011 | +330.3% | 0.02% | 0.0% |
Q2 2020 | $1,061,000 | +44.6% | 5,115 | +14.9% | 0.02% | +18.8% |
Q1 2020 | $734,000 | -31.7% | 4,450 | -19.8% | 0.02% | -23.8% |
Q4 2019 | $1,074,000 | -5.0% | 5,548 | -11.7% | 0.02% | -22.2% |
Q3 2019 | $1,130,000 | -18.3% | 6,282 | -18.6% | 0.03% | -27.0% |
Q2 2019 | $1,383,000 | -14.6% | 7,716 | -21.9% | 0.04% | +5.7% |
Q1 2019 | $1,619,000 | – | 9,876 | – | 0.04% | – |
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% |