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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $384,000 | -61.0% | 4,595 | -65.5% | 0.09% | -80.0% |
| Q3 2021 | $984,000 | +239.3% | 13,319 | +851.4% | 0.46% | +278.0% |
| Q2 2020 | $290,000 | +25.5% | 1,400 | 0.0% | 0.12% | +44.7% |
| Q1 2020 | $231,000 | -14.8% | 1,400 | 0.0% | 0.08% | +16.4% |
| Q4 2019 | $271,000 | -26.2% | 1,400 | -31.3% | 0.07% | -43.8% |
| Q3 2019 | $367,000 | -97.2% | 2,039 | -97.2% | 0.13% | -97.6% |
| Q2 2019 | $13,092,000 | +5.3% | 73,043 | +1.2% | 5.41% | +28.2% |
| Q1 2019 | $12,435,000 | -6.0% | 72,145 | -17.8% | 4.22% | -14.3% |
| Q4 2018 | $13,225,000 | +162.0% | 87,774 | +208.1% | 4.92% | +76.8% |
| Q3 2018 | $5,048,000 | +10.9% | 28,492 | +1.8% | 2.78% | +23.5% |
| Q2 2018 | $4,553,000 | +4.9% | 28,000 | 0.0% | 2.25% | -1.1% |
| Q1 2018 | $4,342,000 | -91.2% | 28,000 | -93.4% | 2.28% | -81.5% |
| Q1 2016 | $49,391,000 | -4.0% | 426,187 | -4.1% | 12.30% | -27.4% |
| Q4 2015 | $51,460,000 | +16.0% | 444,387 | +8.0% | 16.93% | -22.4% |
| Q3 2015 | $44,375,000 | -5.1% | 411,646 | +0.2% | 21.83% | +12.6% |
| Q2 2015 | $46,778,000 | +0.4% | 410,836 | +0.5% | 19.38% | +34.8% |
| Q1 2015 | $46,602,000 | -5.4% | 408,970 | -7.3% | 14.38% | -2.7% |
| Q4 2014 | $49,245,000 | – | 441,266 | – | 14.77% | – |
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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% |