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 | $2,227,892 | +5.8% | 32,562 | +9.0% | 0.01% | +20.0% |
| Q2 2023 | $2,105,520 | +10.5% | 29,874 | +0.2% | 0.01% | +11.1% |
| Q1 2023 | $1,904,944 | +781.9% | 29,816 | +1055.7% | 0.01% | +800.0% |
| Q4 2021 | $216,000 | -11.8% | 2,580 | -31.5% | 0.00% | 0.0% |
| Q1 2021 | $245,000 | +2.1% | 3,764 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $240,000 | -88.6% | 3,764 | -73.1% | 0.00% | -92.9% |
| Q4 2018 | $2,105,000 | -33.5% | 13,974 | -21.8% | 0.01% | -17.6% |
| Q3 2018 | $3,167,000 | +38.7% | 17,878 | +27.3% | 0.02% | +21.4% |
| Q2 2018 | $2,284,000 | +59.7% | 14,047 | +52.4% | 0.01% | +55.6% |
| Q1 2018 | $1,430,000 | +445.8% | 9,218 | +436.6% | 0.01% | +800.0% |
| Q4 2017 | $262,000 | – | 1,718 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |