ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,362 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $23,765 | +26.7% | 337,184 | +14.8% | 1.68% | +51.1% |
Q1 2023 | $18,763 | +31.6% | 293,671 | +20.5% | 1.11% | +46.2% |
Q4 2022 | $14,258 | -99.9% | 243,730 | -0.4% | 0.76% | -8.2% |
Q3 2022 | $14,161,000 | -4.1% | 244,793 | +0.0% | 0.83% | -6.7% |
Q2 2022 | $14,772,000 | -8.7% | 244,768 | +15.6% | 0.89% | +8.7% |
Q1 2022 | $16,174,000 | -7.3% | 211,751 | +1.6% | 0.82% | +1.1% |
Q4 2021 | $17,444,000 | +43.4% | 208,482 | +26.7% | 0.81% | +27.9% |
Q3 2021 | $12,162,000 | +4.4% | 164,551 | +2.7% | 0.63% | +13.5% |
Q2 2021 | $11,652,000 | -38.4% | 160,212 | -44.8% | 0.56% | -36.7% |
Q1 2021 | $18,911,000 | -46.5% | 290,442 | -47.6% | 0.88% | -51.5% |
Q4 2020 | $35,377,000 | -11.9% | 554,330 | +219.1% | 1.81% | -23.8% |
Q3 2020 | $40,138,000 | +14.1% | 173,699 | +2.5% | 2.38% | +6.2% |
Q2 2020 | $35,163,000 | +26.4% | 169,469 | +0.5% | 2.24% | +11.7% |
Q1 2020 | $27,827,000 | +46.8% | 168,599 | +72.2% | 2.01% | +69.1% |
Q4 2019 | $18,959,000 | +7.7% | 97,909 | +0.2% | 1.19% | -0.9% |
Q3 2019 | $17,600,000 | +0.4% | 97,759 | 0.0% | 1.20% | -0.3% |
Q2 2019 | $17,522,000 | +3.8% | 97,759 | -0.2% | 1.20% | -2.5% |
Q1 2019 | $16,886,000 | +7.7% | 97,969 | -5.8% | 1.23% | -2.6% |
Q4 2018 | $15,676,000 | – | 104,039 | – | 1.26% | – |
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% |