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 | $19,563 | -99.9% | 285,922 | +50.0% | 2.47% | +41.6% |
| Q2 2023 | $13,430,683 | +679.7% | 190,560 | +606.8% | 1.74% | +572.2% |
| Q1 2023 | $1,722,498 | +8.2% | 26,960 | -0.9% | 0.26% | +1.2% |
| Q4 2022 | $1,591,543 | -0.9% | 27,205 | -2.0% | 0.26% | +85.5% |
| Q3 2022 | $1,606,000 | -3.8% | 27,765 | +0.3% | 0.14% | -47.3% |
| Q2 2022 | $1,670,000 | -27.0% | 27,682 | -11.4% | 0.26% | -26.0% |
| Q1 2022 | $2,287,000 | -82.7% | 31,255 | -80.2% | 0.35% | -29.6% |
| Q4 2021 | $13,204,000 | +311.9% | 157,812 | +263.8% | 0.50% | +3.1% |
| Q3 2021 | $3,206,000 | +56.3% | 43,378 | +53.8% | 0.49% | +56.9% |
| Q2 2021 | $2,051,000 | +11.3% | 28,204 | -0.4% | 0.31% | +6.1% |
| Q1 2021 | $1,843,000 | -58.3% | 28,306 | -59.1% | 0.29% | -60.1% |
| Q4 2020 | $4,421,000 | +1.9% | 69,266 | +269.1% | 0.74% | -10.6% |
| Q3 2020 | $4,337,000 | -13.9% | 18,768 | -22.7% | 0.82% | -17.2% |
| Q2 2020 | $5,035,000 | +51.3% | 24,264 | +20.3% | 0.99% | +15.9% |
| Q1 2020 | $3,328,000 | -55.7% | 20,165 | -48.0% | 0.86% | -42.0% |
| Q4 2019 | $7,509,000 | +10.4% | 38,776 | +2.6% | 1.48% | +1.2% |
| Q3 2019 | $6,804,000 | +7.6% | 37,794 | +7.1% | 1.46% | -3.9% |
| Q2 2019 | $6,326,000 | +25.6% | 35,294 | +20.8% | 1.52% | +7.7% |
| Q1 2019 | $5,036,000 | +6.7% | 29,220 | -6.7% | 1.41% | -19.9% |
| Q4 2018 | $4,718,000 | -12.5% | 31,314 | +2.9% | 1.76% | +4.5% |
| Q3 2018 | $5,390,000 | +15.2% | 30,422 | +5.7% | 1.69% | +2.2% |
| Q2 2018 | $4,679,000 | +20.8% | 28,776 | +15.2% | 1.65% | +42.2% |
| Q1 2018 | $3,873,000 | -33.4% | 24,974 | -34.4% | 1.16% | -33.7% |
| Q4 2017 | $5,812,000 | +4.3% | 38,045 | -2.1% | 1.75% | +29.1% |
| Q3 2017 | $5,572,000 | +6.1% | 38,848 | +1.2% | 1.36% | -0.4% |
| Q2 2017 | $5,253,000 | +334.9% | 38,382 | +317.8% | 1.36% | +303.9% |
| Q1 2017 | $1,208,000 | -6.6% | 9,186 | -13.5% | 0.34% | -14.0% |
| Q4 2016 | $1,293,000 | -64.2% | 10,617 | -64.2% | 0.39% | -62.6% |
| Q3 2016 | $3,612,000 | +12.3% | 29,693 | +7.7% | 1.05% | +198.0% |
| Q2 2016 | $3,215,000 | -42.0% | 27,575 | -42.3% | 0.35% | -83.3% |
| Q1 2016 | $5,542,000 | -3.2% | 47,820 | -3.3% | 2.11% | -3.1% |
| Q4 2015 | $5,727,000 | +175.1% | 49,455 | +156.0% | 2.17% | +149.9% |
| Q3 2015 | $2,082,000 | +10.3% | 19,317 | +16.5% | 0.87% | +69.6% |
| Q2 2015 | $1,887,000 | +31.7% | 16,577 | +31.8% | 0.51% | -6.0% |
| Q1 2015 | $1,433,000 | -56.1% | 12,578 | -57.0% | 0.55% | -59.6% |
| Q4 2014 | $3,267,000 | +49.5% | 29,272 | +43.1% | 1.35% | +40.4% |
| Q3 2014 | $2,185,000 | +306.9% | 20,458 | +300.7% | 0.96% | +295.9% |
| Q2 2014 | $537,000 | -80.8% | 5,106 | -81.8% | 0.24% | -82.4% |
| Q1 2014 | $2,800,000 | +769.6% | 28,040 | +685.7% | 1.38% | +606.7% |
| Q3 2013 | $322,000 | -25.5% | 3,569 | -30.5% | 0.20% | -22.3% |
| Q2 2013 | $432,000 | – | 5,138 | – | 0.25% | – |
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% |