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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,434 | -3.0% | 35,586 | 0.0% | 0.20% | -1.0% |
| Q2 2023 | $2,508 | +10.3% | 35,586 | 0.0% | 0.20% | +4.7% |
| Q1 2023 | $2,273 | +9.2% | 35,586 | 0.0% | 0.19% | +6.0% |
| Q4 2022 | $2,081 | -99.9% | 35,586 | 0.0% | 0.18% | -1.6% |
| Q3 2022 | $2,058,000 | -4.1% | 35,586 | 0.0% | 0.18% | +2.8% |
| Q2 2022 | $2,147,000 | -21.0% | 35,586 | 0.0% | 0.18% | -5.8% |
| Q1 2022 | $2,718,000 | -8.7% | 35,586 | 0.0% | 0.19% | -9.0% |
| Q4 2021 | $2,977,000 | +13.2% | 35,586 | 0.0% | 0.21% | +2.4% |
| Q3 2021 | $2,630,000 | +1.6% | 35,586 | 0.0% | 0.20% | +1.5% |
| Q2 2021 | $2,588,000 | +5.2% | 35,586 | -5.8% | 0.20% | -2.4% |
| Q1 2021 | $2,460,000 | +2.0% | 37,796 | 0.0% | 0.21% | -3.7% |
| Q4 2020 | $2,412,000 | +10.5% | 37,796 | +300.0% | 0.22% | -1.4% |
| Q3 2020 | $2,183,000 | +11.3% | 9,449 | 0.0% | 0.22% | +1.4% |
| Q2 2020 | $1,961,000 | +25.7% | 9,449 | 0.0% | 0.22% | +3.4% |
| Q1 2020 | $1,560,000 | -14.8% | 9,449 | 0.0% | 0.21% | +8.9% |
| Q4 2019 | $1,830,000 | +2.2% | 9,449 | -5.0% | 0.19% | -3.5% |
| Q3 2019 | $1,791,000 | -15.8% | 9,949 | -16.2% | 0.20% | -15.0% |
| Q2 2019 | $2,127,000 | +4.0% | 11,869 | 0.0% | 0.23% | +2.2% |
| Q1 2019 | $2,046,000 | +14.4% | 11,869 | 0.0% | 0.23% | +0.4% |
| Q4 2018 | $1,788,000 | -15.0% | 11,869 | 0.0% | 0.23% | -3.4% |
| Q3 2018 | $2,103,000 | +9.0% | 11,869 | 0.0% | 0.24% | +1.3% |
| Q2 2018 | $1,930,000 | +255.4% | 11,869 | +239.1% | 0.23% | +241.2% |
| Q1 2018 | $543,000 | – | 3,500 | – | 0.07% | – |
Download | ||||||
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% |