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 2022 | $481 | -100.0% | 8,226 | -76.7% | 0.02% | -78.2% |
| Q3 2022 | $2,044,000 | +209.2% | 35,326 | +308.1% | 0.11% | +378.3% |
| Q1 2022 | $661,000 | -43.0% | 8,657 | -37.6% | 0.02% | -25.8% |
| Q4 2021 | $1,160,000 | -79.1% | 13,870 | -81.8% | 0.03% | -88.8% |
| Q2 2021 | $5,542,000 | -8.3% | 76,205 | -17.9% | 0.28% | -15.3% |
| Q1 2021 | $6,046,000 | +94.2% | 92,857 | +589.3% | 0.33% | +41.6% |
| Q3 2020 | $3,113,000 | +2654.9% | 13,472 | +1345.5% | 0.23% | +2210.0% |
| Q3 2016 | $113,000 | – | 932 | – | 0.01% | – |
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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% |