ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $374,942 | -2.9% | 5,480 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $386,230 | +10.3% | 5,480 | 0.0% | 0.06% | +3.7% |
| Q1 2023 | $350,117 | +9.2% | 5,480 | 0.0% | 0.05% | +1.9% |
| Q4 2022 | $320,580 | +1.1% | 5,480 | 0.0% | 0.05% | -7.0% |
| Q3 2022 | $317,000 | -4.2% | 5,480 | 0.0% | 0.06% | +1.8% |
| Q2 2022 | $331,000 | -21.0% | 5,480 | 0.0% | 0.06% | -8.2% |
| Q1 2022 | $419,000 | -8.7% | 5,480 | 0.0% | 0.06% | -4.7% |
| Q4 2021 | $459,000 | +13.3% | 5,480 | 0.0% | 0.06% | +4.9% |
| Q3 2021 | $405,000 | +1.5% | 5,480 | 0.0% | 0.06% | +1.7% |
| Q2 2021 | $399,000 | +11.8% | 5,480 | 0.0% | 0.06% | +5.3% |
| Q1 2021 | $357,000 | +2.0% | 5,480 | 0.0% | 0.06% | -5.0% |
| Q4 2020 | $350,000 | +10.4% | 5,480 | +300.0% | 0.06% | -1.6% |
| Q3 2020 | $317,000 | +11.6% | 1,370 | 0.0% | 0.06% | +3.4% |
| Q2 2020 | $284,000 | +21.4% | 1,370 | -3.5% | 0.06% | +5.4% |
| Q1 2020 | $234,000 | -14.9% | 1,420 | 0.0% | 0.06% | +1.8% |
| Q4 2019 | $275,000 | +7.4% | 1,420 | 0.0% | 0.06% | 0.0% |
| Q3 2019 | $256,000 | +0.4% | 1,420 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $255,000 | +4.1% | 1,420 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $245,000 | +14.5% | 1,420 | 0.0% | 0.06% | +3.8% |
| Q4 2018 | $214,000 | -15.1% | 1,420 | 0.0% | 0.05% | -3.6% |
| Q3 2018 | $252,000 | +9.1% | 1,420 | 0.0% | 0.06% | +3.8% |
| Q2 2018 | $231,000 | -2.1% | 1,420 | -6.6% | 0.05% | -5.4% |
| Q1 2018 | $236,000 | +1.7% | 1,520 | 0.0% | 0.06% | +7.7% |
| Q4 2017 | $232,000 | +6.4% | 1,520 | 0.0% | 0.05% | +2.0% |
| Q3 2017 | $218,000 | +4.8% | 1,520 | 0.0% | 0.05% | +4.1% |
| Q2 2017 | $208,000 | -21.8% | 1,520 | -24.8% | 0.05% | -22.2% |
| Q1 2017 | $266,000 | +8.1% | 2,020 | 0.0% | 0.06% | +5.0% |
| Q4 2016 | $246,000 | 0.0% | 2,020 | 0.0% | 0.06% | -1.6% |
| Q3 2016 | $246,000 | +4.7% | 2,020 | 0.0% | 0.06% | +3.4% |
| Q2 2016 | $235,000 | +0.4% | 2,020 | 0.0% | 0.06% | -1.7% |
| Q1 2016 | $234,000 | 0.0% | 2,020 | 0.0% | 0.06% | -1.6% |
| Q4 2015 | $234,000 | +7.3% | 2,020 | 0.0% | 0.06% | 0.0% |
| Q3 2015 | $218,000 | -5.2% | 2,020 | 0.0% | 0.06% | 0.0% |
| Q2 2015 | $230,000 | 0.0% | 2,020 | 0.0% | 0.06% | 0.0% |
| Q1 2015 | $230,000 | – | 2,020 | – | 0.06% | – |
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% |