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 | $6,766,207 | -9.1% | 98,892 | -6.3% | 0.61% | -3.6% |
| Q2 2023 | $7,441,921 | +11.0% | 105,589 | +0.6% | 0.64% | +3.9% |
| Q1 2023 | $6,705,618 | +10.7% | 104,956 | +1.4% | 0.61% | +2.9% |
| Q4 2022 | $6,055,143 | +6.7% | 103,507 | +5.5% | 0.60% | +5.3% |
| Q3 2022 | $5,673,000 | -1.9% | 98,072 | +2.3% | 0.57% | -0.4% |
| Q2 2022 | $5,783,000 | -21.2% | 95,826 | -0.3% | 0.57% | +23.7% |
| Q1 2022 | $7,341,000 | -0.8% | 96,110 | +8.6% | 0.46% | +0.7% |
| Q4 2021 | $7,403,000 | +13.9% | 88,477 | +0.6% | 0.46% | +0.9% |
| Q3 2021 | $6,501,000 | -1.7% | 87,952 | -3.3% | 0.45% | +3.2% |
| Q2 2021 | $6,614,000 | +14.0% | 90,939 | +2.0% | 0.44% | +6.1% |
| Q1 2021 | $5,802,000 | +3.6% | 89,114 | +1.5% | 0.41% | -8.6% |
| Q4 2020 | $5,602,000 | -20.8% | 87,775 | +186.8% | 0.45% | -25.4% |
| Q3 2020 | $7,072,000 | +13.5% | 30,605 | +1.9% | 0.61% | +20.7% |
| Q2 2020 | $6,229,000 | +1.4% | 30,021 | -19.3% | 0.50% | -11.5% |
| Q1 2020 | $6,141,000 | -4.7% | 37,207 | +11.8% | 0.57% | +3.7% |
| Q4 2019 | $6,446,000 | +16.8% | 33,287 | +8.5% | 0.55% | +7.9% |
| Q3 2019 | $5,521,000 | +12.9% | 30,666 | +12.4% | 0.51% | -6.3% |
| Q2 2019 | $4,892,000 | +34.4% | 27,295 | +29.3% | 0.54% | +21.6% |
| Q1 2019 | $3,640,000 | +49.9% | 21,116 | +31.0% | 0.44% | +32.4% |
| Q4 2018 | $2,428,000 | +26.4% | 16,114 | +48.6% | 0.34% | +39.4% |
| Q3 2018 | $1,921,000 | +2810.6% | 10,841 | +2590.1% | 0.24% | +2577.8% |
| Q2 2018 | $66,000 | +6.5% | 403 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $62,000 | -39.8% | 403 | -40.5% | 0.01% | -43.8% |
| Q4 2017 | $103,000 | – | 677 | – | 0.02% | – |
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% |