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 | $166,261 | +0.3% | 2,430 | +3.4% | 0.02% | 0.0% |
| Q2 2023 | $165,698 | +13.6% | 2,351 | +3.0% | 0.02% | 0.0% |
| Q1 2023 | $145,797 | +9.2% | 2,282 | 0.0% | 0.02% | +5.3% |
| Q4 2022 | $133,497 | -52.5% | 2,282 | -53.1% | 0.02% | -60.4% |
| Q3 2022 | $281,000 | +80.1% | 4,865 | +87.8% | 0.05% | +84.6% |
| Q2 2022 | $156,000 | -10.3% | 2,591 | +13.5% | 0.03% | -18.8% |
| Q1 2022 | $174,000 | -31.2% | 2,282 | -24.5% | 0.03% | -22.0% |
| Q4 2021 | $253,000 | +12.9% | 3,024 | 0.0% | 0.04% | -18.0% |
| Q3 2021 | $224,000 | +1.8% | 3,024 | 0.0% | 0.05% | -5.7% |
| Q2 2021 | $220,000 | +11.7% | 3,024 | 0.0% | 0.05% | -1.9% |
| Q1 2021 | $197,000 | -55.3% | 3,024 | -56.3% | 0.05% | -60.3% |
| Q4 2020 | $441,000 | -3.7% | 6,916 | +249.1% | 0.14% | -15.5% |
| Q3 2020 | $458,000 | +269.4% | 1,981 | +231.8% | 0.16% | +228.6% |
| Q2 2020 | $124,000 | +25.3% | 597 | 0.0% | 0.05% | +8.9% |
| Q1 2020 | $99,000 | +8.8% | 597 | +27.0% | 0.04% | +40.6% |
| Q4 2019 | $91,000 | -16.5% | 470 | -22.6% | 0.03% | 0.0% |
| Q3 2019 | $109,000 | 0.0% | 607 | 0.0% | 0.03% | -3.0% |
| Q2 2019 | $109,000 | +3.8% | 607 | 0.0% | 0.03% | +3.1% |
| Q1 2019 | $105,000 | -13.9% | 607 | -24.8% | 0.03% | -23.8% |
| Q4 2018 | $122,000 | +13.0% | 807 | +32.9% | 0.04% | +20.0% |
| Q3 2018 | $108,000 | +9.1% | 607 | 0.0% | 0.04% | -30.0% |
| Q2 2018 | $99,000 | -1.0% | 607 | -5.5% | 0.05% | -7.4% |
| Q1 2018 | $100,000 | +7.5% | 642 | +5.8% | 0.05% | +3.8% |
| Q4 2017 | $93,000 | +6.9% | 607 | 0.0% | 0.05% | 0.0% |
| Q3 2017 | $87,000 | +4.8% | 607 | 0.0% | 0.05% | 0.0% |
| Q2 2017 | $83,000 | -3.5% | 607 | -6.9% | 0.05% | 0.0% |
| Q1 2017 | $86,000 | +8.9% | 652 | 0.0% | 0.05% | +6.1% |
| Q4 2016 | $79,000 | -9.2% | 652 | -9.1% | 0.05% | -16.9% |
| Q3 2016 | $87,000 | +3.6% | 717 | 0.0% | 0.06% | -3.3% |
| Q2 2016 | $84,000 | +1.2% | 717 | 0.0% | 0.06% | -4.7% |
| Q1 2016 | $83,000 | +53.7% | 717 | +52.6% | 0.06% | +56.1% |
| Q4 2015 | $54,000 | +5.9% | 470 | 0.0% | 0.04% | +2.5% |
| Q3 2015 | $51,000 | -5.6% | 470 | 0.0% | 0.04% | +2.6% |
| Q2 2015 | $54,000 | 0.0% | 470 | 0.0% | 0.04% | +2.6% |
| Q1 2015 | $54,000 | -27.0% | 470 | -28.8% | 0.04% | -29.6% |
| Q4 2014 | $74,000 | +48.0% | 660 | +40.4% | 0.05% | +22.7% |
| Q3 2014 | $50,000 | +138.1% | 470 | +130.4% | 0.04% | +131.6% |
| Q2 2014 | $21,000 | +5.0% | 204 | 0.0% | 0.02% | -13.6% |
| Q1 2014 | $20,000 | 0.0% | 204 | 0.0% | 0.02% | +100.0% |
| Q4 2013 | $20,000 | +11.1% | 204 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $18,000 | +5.9% | 204 | 0.0% | 0.01% | -15.4% |
| Q2 2013 | $17,000 | – | 204 | – | 0.01% | – |
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% |