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 2023 | $1,168,776 | -0.3% | 17,082 | +2.7% | 0.03% | 0.0% |
| Q2 2023 | $1,171,827 | +25.0% | 16,626 | +13.3% | 0.03% | +15.4% |
| Q1 2023 | $937,418 | +8.8% | 14,672 | -0.4% | 0.03% | +4.0% |
| Q4 2022 | $861,844 | +13.8% | 14,732 | +12.6% | 0.02% | -3.8% |
| Q3 2022 | $757,000 | -5.3% | 13,088 | -1.1% | 0.03% | -3.7% |
| Q2 2022 | $799,000 | -37.4% | 13,233 | -20.8% | 0.03% | -28.9% |
| Q1 2022 | $1,276,000 | +32.5% | 16,705 | +45.1% | 0.04% | +26.7% |
| Q4 2021 | $963,000 | +2.2% | 11,509 | -9.7% | 0.03% | -9.1% |
| Q3 2021 | $942,000 | -3.6% | 12,742 | -5.1% | 0.03% | -15.4% |
| Q2 2021 | $977,000 | +18.9% | 13,433 | +6.4% | 0.04% | +8.3% |
| Q1 2021 | $822,000 | -2.1% | 12,629 | -4.0% | 0.04% | -10.0% |
| Q4 2020 | $840,000 | +17.6% | 13,161 | +325.9% | 0.04% | +5.3% |
| Q3 2020 | $714,000 | +12.4% | 3,090 | +1.0% | 0.04% | 0.0% |
| Q2 2020 | $635,000 | -3.1% | 3,060 | -22.8% | 0.04% | -33.3% |
| Q1 2020 | $655,000 | -18.4% | 3,966 | -4.4% | 0.06% | -3.4% |
| Q4 2019 | $803,000 | +9.3% | 4,147 | +1.5% | 0.06% | -1.7% |
| Q3 2019 | $735,000 | +9.5% | 4,085 | +9.1% | 0.06% | +3.4% |
| Q2 2019 | $671,000 | +4.2% | 3,743 | +0.1% | 0.06% | +5.5% |
| Q1 2019 | $644,000 | +14.4% | 3,739 | 0.0% | 0.06% | +5.8% |
| Q4 2018 | $563,000 | -15.0% | 3,739 | 0.0% | 0.05% | -22.4% |
| Q3 2018 | $662,000 | +11.1% | 3,739 | +2.0% | 0.07% | +1.5% |
| Q2 2018 | $596,000 | +355.0% | 3,666 | +334.9% | 0.07% | +340.0% |
| Q1 2018 | $131,000 | -20.6% | 843 | -37.8% | 0.02% | -37.5% |
| Q3 2016 | $165,000 | +5.1% | 1,355 | +0.8% | 0.02% | +4.3% |
| Q2 2016 | $157,000 | +41.4% | 1,344 | +40.0% | 0.02% | +21.1% |
| Q1 2016 | $111,000 | +24.7% | 960 | +25.5% | 0.02% | +11.8% |
| Q4 2015 | $89,000 | +8.5% | 765 | 0.0% | 0.02% | -10.5% |
| Q3 2015 | $82,000 | -5.7% | 765 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $87,000 | 0.0% | 765 | 0.0% | 0.02% | -9.5% |
| Q1 2015 | $87,000 | +8600.0% | 765 | +7550.0% | 0.02% | – |
| Q3 2014 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q2 2014 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2014 | $1,000 | -90.9% | 10 | -91.0% | 0.00% | -100.0% |
| Q4 2013 | $11,000 | +1000.0% | 111 | +1010.0% | 0.00% | – |
| Q3 2013 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | -100.0% |
| Q2 2013 | $1,000 | – | 10 | – | 0.00% | – |
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% |