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 2020 | $1,721,000 | +23.0% | 8,296 | -2.2% | 0.20% | +10.3% |
Q1 2020 | $1,399,000 | -21.2% | 8,479 | -7.5% | 0.18% | -1.1% |
Q4 2019 | $1,775,000 | -4.9% | 9,165 | -11.6% | 0.19% | -13.5% |
Q3 2019 | $1,866,000 | -24.1% | 10,367 | -24.4% | 0.22% | -20.7% |
Q2 2019 | $2,459,000 | +50.9% | 13,720 | +45.0% | 0.27% | +43.4% |
Q1 2019 | $1,630,000 | +7.8% | 9,459 | -5.7% | 0.19% | -3.6% |
Q4 2018 | $1,512,000 | -20.2% | 10,032 | -6.2% | 0.20% | -17.3% |
Q3 2018 | $1,895,000 | +49.7% | 10,694 | +37.4% | 0.24% | +7.7% |
Q2 2018 | $1,266,000 | +14.5% | 7,784 | +9.1% | 0.22% | 0.0% |
Q1 2018 | $1,106,000 | -43.1% | 7,134 | -42.9% | 0.22% | -27.6% |
Q4 2017 | $1,944,000 | +16.8% | 12,495 | +8.9% | 0.30% | +10.1% |
Q3 2017 | $1,664,000 | +186.4% | 11,469 | +169.9% | 0.28% | +59.5% |
Q2 2017 | $581,000 | +21.5% | 4,249 | +16.9% | 0.17% | +14.6% |
Q1 2017 | $478,000 | – | 3,636 | – | 0.15% | – |
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% |