ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,120 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,461,957 | -29.9% | 35,983 | -27.8% | 0.21% | -36.2% |
| Q2 2023 | $3,512,230 | +10.3% | 49,833 | 0.0% | 0.33% | -6.4% |
| Q1 2023 | $3,183,830 | +9.2% | 49,833 | 0.0% | 0.36% | +5.0% |
| Q4 2022 | $2,915,230 | -18.9% | 49,833 | -19.8% | 0.34% | -37.2% |
| Q3 2022 | $3,596,000 | -4.2% | 62,163 | 0.0% | 0.54% | -2.2% |
| Q2 2022 | $3,752,000 | -24.0% | 62,163 | -3.9% | 0.55% | -11.7% |
| Q1 2022 | $4,939,000 | -8.7% | 64,663 | 0.0% | 0.63% | +3.0% |
| Q4 2021 | $5,410,000 | +1043.8% | 64,663 | +911.0% | 0.61% | +913.3% |
| Q3 2021 | $473,000 | +1.7% | 6,396 | 0.0% | 0.06% | -3.2% |
| Q2 2021 | $465,000 | +11.8% | 6,396 | 0.0% | 0.06% | +6.9% |
| Q1 2021 | $416,000 | +2.0% | 6,396 | 0.0% | 0.06% | -1.7% |
| Q4 2020 | $408,000 | +10.6% | 6,396 | +300.0% | 0.06% | -1.7% |
| Q3 2020 | $369,000 | – | 1,599 | – | 0.06% | – |
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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% |