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 | $1,175,318 | -16.2% | 17,178 | -13.7% | 0.02% | -11.5% |
| Q2 2023 | $1,402,270 | +2.2% | 19,896 | -7.4% | 0.03% | -3.7% |
| Q1 2023 | $1,372,487 | +43540.3% | 21,482 | -60.0% | 0.03% | -71.6% |
| Q4 2022 | $3,145 | -99.9% | 53,755 | -41.3% | 0.10% | -45.4% |
| Q3 2022 | $5,300,000 | +74.9% | 91,617 | +82.4% | 0.17% | +62.6% |
| Q2 2022 | $3,031,000 | -59.9% | 50,219 | -49.3% | 0.11% | -63.6% |
| Q1 2022 | $7,563,000 | +233.9% | 99,015 | +265.8% | 0.29% | +230.3% |
| Q4 2021 | $2,265,000 | +11.2% | 27,066 | -1.7% | 0.09% | -8.2% |
| Q3 2021 | $2,036,000 | -2.0% | 27,543 | -3.5% | 0.10% | -1.0% |
| Q2 2021 | $2,077,000 | +10.7% | 28,554 | -1.0% | 0.10% | +10.1% |
| Q1 2021 | $1,877,000 | -10.0% | 28,832 | -11.7% | 0.09% | -16.0% |
| Q4 2020 | $2,085,000 | +28.1% | 32,668 | +363.9% | 0.11% | -7.8% |
| Q3 2020 | $1,627,000 | -75.5% | 7,042 | -78.0% | 0.12% | -79.3% |
| Q2 2020 | $6,645,000 | +384.7% | 32,028 | +285.7% | 0.56% | +234.3% |
| Q1 2020 | $1,371,000 | +20.3% | 8,304 | +38.2% | 0.17% | +172.1% |
| Q4 2019 | $1,140,000 | +271.3% | 6,008 | +252.6% | 0.06% | +64.9% |
| Q3 2019 | $307,000 | -15.7% | 1,704 | -16.1% | 0.04% | -7.5% |
| Q2 2019 | $364,000 | +4.9% | 2,030 | -32.3% | 0.04% | +37.9% |
| Q1 2016 | $347,000 | +67.6% | 2,998 | +44.5% | 0.03% | +52.6% |
| Q1 2014 | $207,000 | +1.0% | 2,075 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $205,000 | – | 2,075 | – | 0.02% | – |
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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% |