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 | $944,059 | -0.4% | 13,798 | +2.6% | 0.12% | -6.1% |
| Q2 2023 | $948,097 | +390.9% | 13,452 | +345.0% | 0.13% | +355.2% |
| Q1 2023 | $193,139 | +9.2% | 3,023 | 0.0% | 0.03% | +3.6% |
| Q4 2022 | $176,846 | +1.1% | 3,023 | 0.0% | 0.03% | -3.4% |
| Q3 2022 | $175,000 | -20.1% | 3,023 | -16.7% | 0.03% | -17.1% |
| Q2 2022 | $219,000 | -71.3% | 3,628 | -63.7% | 0.04% | -65.3% |
| Q1 2022 | $764,000 | -12.0% | 10,004 | -3.6% | 0.10% | -8.2% |
| Q4 2021 | $868,000 | +13.0% | 10,374 | -0.1% | 0.11% | +5.8% |
| Q3 2021 | $768,000 | +1.7% | 10,386 | 0.0% | 0.10% | +2.0% |
| Q2 2021 | $755,000 | +10.2% | 10,386 | -1.2% | 0.10% | -1.0% |
| Q1 2021 | $685,000 | +1.3% | 10,516 | -0.7% | 0.10% | -4.6% |
| Q4 2020 | $676,000 | -12.5% | 10,588 | +216.7% | 0.11% | -27.0% |
| Q3 2020 | $773,000 | +15.2% | 3,343 | +3.4% | 0.15% | +4.2% |
| Q2 2020 | $671,000 | +147.6% | 3,233 | +97.3% | 0.14% | +94.5% |
| Q1 2020 | $271,000 | -14.5% | 1,639 | 0.0% | 0.07% | 0.0% |
| Q4 2019 | $317,000 | – | 1,639 | – | 0.07% | – |
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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% |