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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $212,497 | -16.6% | 3,015 | -24.4% | 0.02% | -24.2% |
| Q1 2023 | $254,857 | +8.9% | 3,989 | -0.3% | 0.03% | -2.9% |
| Q4 2022 | $233,941 | -1.3% | 3,999 | -2.5% | 0.03% | +3.0% |
| Q3 2022 | $237,000 | -4.8% | 4,101 | -0.7% | 0.03% | +6.5% |
| Q2 2022 | $249,000 | -10.1% | 4,129 | -3.0% | 0.03% | +14.8% |
| Q1 2022 | $277,000 | -20.6% | 4,258 | +2.0% | 0.03% | 0.0% |
| Q4 2021 | $349,000 | +12.2% | 4,176 | -0.8% | 0.03% | +12.5% |
| Q3 2021 | $311,000 | +2.0% | 4,211 | +0.3% | 0.02% | 0.0% |
| Q2 2021 | $305,000 | +4.5% | 4,197 | -6.4% | 0.02% | -7.7% |
| Q1 2021 | $292,000 | – | 4,482 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 697,179 | $47,700,976 | 41.21% |
| Foundation Wealth Management, LLC | 360,743 | $24,681,275 | 24.67% |
| Quantitative Strategies, Inc. | 431,852 | $29,547,330 | 19.88% |
| Praetorian Wealth Management, Inc. | 667,075 | $45,641,271 | 14.51% |
| TRIAD FINANCIAL ADVISORS, INC. | 552,859 | $37,826,618 | 13.32% |
| FINANCIAL LIFE ADVISORS | 443,157 | $30,320,817 | 13.05% |
| Sterling Investment Counsel, LLC | 332,429 | $22,744,762 | 13.03% |
| INSTRUMENTAL WEALTH, LLC | 155,022 | $10,898,049 | 12.73% |
| LVZ, Inc. | 1,105,700 | $75,651,998 | 12.20% |
| ShoreHaven Wealth Partners, LLC | 252,414 | $17,270,132 | 11.88% |