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 | $302,369 | -2.6% | 4,419 | -16.7% | 0.07% | -9.0% |
| Q2 2023 | $310,488 | 0.0% | 5,307 | 0.0% | 0.08% | 0.0% |
| Q1 2023 | $310,488 | +0.0% | 5,307 | 0.0% | 0.08% | 0.0% |
| Q4 2022 | $310,487 | +7.4% | 5,307 | +6.1% | 0.08% | +1.3% |
| Q3 2022 | $289,000 | -4.3% | 5,001 | 0.0% | 0.08% | -7.2% |
| Q2 2022 | $302,000 | -20.9% | 5,001 | 0.0% | 0.08% | 0.0% |
| Q1 2022 | $382,000 | -9.7% | 5,001 | -1.0% | 0.08% | -10.8% |
| Q4 2021 | $423,000 | +11.3% | 5,051 | -1.8% | 0.09% | +3.3% |
| Q3 2021 | $380,000 | -8.9% | 5,146 | -10.2% | 0.09% | -8.2% |
| Q2 2021 | $417,000 | +1.5% | 5,728 | -9.2% | 0.10% | -6.7% |
| Q1 2021 | $411,000 | -3.3% | 6,307 | -5.2% | 0.10% | -1.9% |
| Q4 2020 | $425,000 | +10.7% | 6,652 | +300.0% | 0.11% | -3.6% |
| Q3 2020 | $384,000 | +11.3% | 1,663 | 0.0% | 0.11% | -5.9% |
| Q2 2020 | $345,000 | +25.9% | 1,663 | 0.0% | 0.12% | -2.5% |
| Q1 2020 | $274,000 | +21.8% | 1,663 | +42.9% | 0.12% | +45.8% |
| Q4 2019 | $225,000 | – | 1,164 | – | 0.08% | – |
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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% |