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 | $197,000 | +1.5% | 2,664 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $194,000 | +12.1% | 2,664 | 0.0% | 0.02% | +78.6% |
| Q1 2021 | $173,000 | +1.8% | 2,664 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $170,000 | +10.4% | 2,664 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $154,000 | +11.6% | 666 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $138,000 | +25.5% | 666 | 0.0% | 0.01% | +7.7% |
| Q1 2020 | $110,000 | -14.7% | 666 | 0.0% | 0.01% | +8.3% |
| Q4 2019 | $129,000 | -7.2% | 666 | -13.6% | 0.01% | -14.3% |
| Q3 2019 | $139,000 | +16.8% | 771 | +15.8% | 0.01% | +7.7% |
| Q2 2019 | $119,000 | +3.5% | 666 | 0.0% | 0.01% | -7.1% |
| Q1 2019 | $115,000 | +15.0% | 666 | 0.0% | 0.01% | -6.7% |
| Q4 2018 | $100,000 | -15.3% | 666 | 0.0% | 0.02% | -6.2% |
| Q3 2018 | $118,000 | +9.3% | 666 | 0.0% | 0.02% | -5.9% |
| Q2 2018 | $108,000 | -99.9% | 666 | 0.0% | 0.02% | +6.2% |
| Q1 2018 | $103,277,000 | – | 666 | – | 0.02% | – |
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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% |