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 2021 | $8,319,000 | 0.0% | 114,404 | 0.0% | 1.93% | +4.3% |
| Q2 2021 | $8,319,000 | +12.8% | 114,404 | +1.0% | 1.85% | +6.6% |
| Q1 2021 | $7,372,000 | +6.1% | 113,232 | +4.0% | 1.73% | +0.4% |
| Q4 2020 | $6,945,000 | +11.8% | 108,842 | +304.8% | 1.73% | -1.1% |
| Q3 2020 | $6,214,000 | +12.1% | 26,890 | +0.6% | 1.75% | +5.1% |
| Q2 2020 | $5,545,000 | +31.3% | 26,726 | +4.5% | 1.66% | +8.1% |
| Q1 2020 | $4,223,000 | -19.7% | 25,584 | -5.8% | 1.54% | +0.5% |
| Q4 2019 | $5,257,000 | +7.2% | 27,149 | -0.3% | 1.53% | -0.5% |
| Q3 2019 | $4,902,000 | -3.5% | 27,229 | -3.9% | 1.54% | -3.6% |
| Q2 2019 | $5,081,000 | +2.9% | 28,345 | -1.1% | 1.60% | +0.7% |
| Q1 2019 | $4,939,000 | +14.7% | 28,655 | +0.3% | 1.58% | -0.9% |
| Q4 2018 | $4,305,000 | -14.0% | 28,573 | +1.2% | 1.60% | +1.9% |
| Q3 2018 | $5,004,000 | +8.4% | 28,243 | -0.5% | 1.57% | +2.5% |
| Q2 2018 | $4,617,000 | +1.6% | 28,393 | -3.1% | 1.53% | +1.2% |
| Q1 2018 | $4,545,000 | +0.9% | 29,313 | -0.6% | 1.51% | +4.1% |
| Q4 2017 | $4,504,000 | +8.3% | 29,483 | +1.7% | 1.45% | +5.9% |
| Q3 2017 | $4,158,000 | +0.7% | 28,993 | -3.9% | 1.37% | -0.9% |
| Q2 2017 | $4,130,000 | +5.9% | 30,178 | +1.7% | 1.38% | +5.3% |
| Q1 2017 | $3,901,000 | +20.1% | 29,663 | +11.3% | 1.31% | +12.9% |
| Q4 2016 | $3,247,000 | +10.7% | 26,663 | +10.6% | 1.16% | +9.1% |
| Q3 2016 | $2,932,000 | +8.2% | 24,105 | +3.7% | 1.07% | +7.0% |
| Q2 2016 | $2,710,000 | +8.8% | 23,245 | +8.2% | 1.00% | +6.4% |
| Q1 2016 | $2,490,000 | +6.1% | 21,485 | +6.0% | 0.94% | +1.7% |
| Q4 2015 | $2,347,000 | +15.7% | 20,270 | +7.7% | 0.92% | +16.6% |
| Q3 2015 | $2,029,000 | -1.9% | 18,820 | +3.7% | 0.79% | +6.5% |
| Q2 2015 | $2,068,000 | -1.1% | 18,155 | -1.0% | 0.74% | -0.1% |
| Q1 2015 | $2,091,000 | +6.0% | 18,345 | +3.8% | 0.74% | +3.2% |
| Q4 2014 | $1,972,000 | +1.6% | 17,670 | -2.8% | 0.72% | -8.9% |
| Q3 2014 | $1,941,000 | +1.3% | 18,175 | -0.2% | 0.79% | +5.6% |
| Q2 2014 | $1,916,000 | +3.9% | 18,220 | -1.4% | 0.75% | +0.1% |
| Q1 2014 | $1,844,000 | +1.1% | 18,475 | 0.0% | 0.75% | -1.1% |
| Q4 2013 | $1,824,000 | +9.5% | 18,475 | -0.9% | 0.76% | +0.8% |
| Q3 2013 | $1,665,000 | +1.3% | 18,635 | -4.8% | 0.75% | -5.7% |
| Q2 2013 | $1,644,000 | – | 19,570 | – | 0.79% | – |
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% |