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 | $2,888,000 | -8.2% | 42,204 | -5.4% | 0.90% | -5.2% |
| Q2 2023 | $3,145,000 | +4.2% | 44,624 | +23.8% | 0.95% | +52.3% |
| Q4 2021 | $3,017,000 | +15.2% | 36,059 | +1.7% | 0.62% | +8.4% |
| Q3 2021 | $2,619,000 | +4.2% | 35,440 | -10.0% | 0.57% | +54.7% |
| Q4 2020 | $2,514,000 | -2.1% | 39,390 | +254.4% | 0.37% | -19.9% |
| Q3 2020 | $2,568,000 | +3.1% | 11,113 | -7.4% | 0.46% | -8.9% |
| Q2 2020 | $2,491,000 | +20.6% | 12,006 | -4.0% | 0.51% | -35.1% |
| Q1 2020 | $2,065,000 | -37.2% | 12,510 | -31.5% | 0.78% | -5.3% |
| Q3 2019 | $3,289,000 | +1.5% | 18,268 | +1.1% | 0.83% | +5.2% |
| Q2 2019 | $3,239,000 | -3.0% | 18,069 | -6.7% | 0.79% | -2.6% |
| Q1 2019 | $3,339,000 | -40.0% | 19,370 | -38.3% | 0.81% | -20.4% |
| Q3 2018 | $5,564,000 | -0.2% | 31,407 | -8.4% | 1.01% | +24.0% |
| Q2 2018 | $5,573,000 | +4.7% | 34,271 | -0.2% | 0.82% | -0.4% |
| Q1 2018 | $5,325,000 | -1.4% | 34,338 | -2.9% | 0.82% | -15.9% |
| Q4 2017 | $5,401,000 | +7.3% | 35,351 | +0.7% | 0.98% | -15.9% |
| Q3 2017 | $5,033,000 | +1.4% | 35,090 | -3.3% | 1.16% | -24.0% |
| Q2 2017 | $4,964,000 | -37.6% | 36,270 | -47.2% | 1.53% | -62.5% |
| Q4 2015 | $7,954,000 | +1.3% | 68,690 | -5.7% | 4.07% | -2.2% |
| Q3 2015 | $7,855,000 | -13.9% | 72,866 | -8.4% | 4.16% | -5.6% |
| Q2 2015 | $9,122,000 | -9.1% | 79,558 | -9.7% | 4.41% | -4.1% |
| Q1 2015 | $10,038,000 | +1.7% | 88,094 | -0.4% | 4.60% | +1.6% |
| Q4 2014 | $9,868,000 | +2.3% | 88,427 | -2.1% | 4.53% | +235.5% |
| Q3 2014 | $9,650,000 | +0.8% | 90,338 | +0.3% | 1.35% | +20.0% |
| Q2 2014 | $9,572,000 | -1.0% | 90,074 | -7.9% | 1.12% | -16.3% |
| Q1 2014 | $9,668,000 | – | 97,820 | – | 1.34% | – |
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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% |