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 | $352 | -2.5% | 5,140 | 0.0% | 0.03% | -3.2% |
| Q2 2023 | $361 | +10.1% | 5,140 | 0.0% | 0.03% | +3.3% |
| Q1 2023 | $328 | +9.0% | 5,140 | -0.1% | 0.03% | -3.2% |
| Q4 2022 | $301 | -99.8% | 5,143 | +62.5% | 0.03% | +55.0% |
| Q3 2022 | $183,000 | -53.9% | 3,165 | -39.0% | 0.02% | -54.5% |
| Q1 2022 | $397,000 | +67.5% | 5,188 | +82.7% | 0.04% | +51.7% |
| Q4 2021 | $237,000 | -61.0% | 2,839 | -65.5% | 0.03% | -63.8% |
| Q3 2021 | $608,000 | +3.8% | 8,234 | +2.3% | 0.08% | -8.0% |
| Q2 2021 | $586,000 | +71.3% | 8,052 | +53.3% | 0.09% | +13.0% |
| Q1 2021 | $342,000 | +2.1% | 5,252 | 0.0% | 0.08% | +14.9% |
| Q4 2020 | $335,000 | +10.6% | 5,252 | +300.0% | 0.07% | 0.0% |
| Q3 2020 | $303,000 | -2.6% | 1,313 | -12.6% | 0.07% | -21.2% |
| Q2 2020 | $311,000 | +25.4% | 1,503 | 0.0% | 0.08% | +14.9% |
| Q1 2020 | $248,000 | -14.8% | 1,503 | 0.0% | 0.07% | -9.8% |
| Q4 2019 | $291,000 | +3.6% | 1,503 | -3.8% | 0.08% | -11.8% |
| Q3 2019 | $281,000 | +0.4% | 1,562 | 0.0% | 0.09% | +3.3% |
| Q2 2019 | $280,000 | +273.3% | 1,562 | +259.1% | 0.09% | +246.2% |
| Q1 2019 | $75,000 | +167.9% | 435 | +133.9% | 0.03% | +136.4% |
| Q4 2018 | $28,000 | -3.4% | 186 | +2.8% | 0.01% | +10.0% |
| Q2 2018 | $29,000 | +262.5% | 181 | +262.0% | 0.01% | +150.0% |
| Q1 2018 | $8,000 | 0.0% | 50 | 0.0% | 0.00% | +33.3% |
| Q4 2017 | $8,000 | +14.3% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | -25.0% |
| Q2 2017 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $7,000 | +16.7% | 50 | 0.0% | 0.00% | +33.3% |
| Q4 2016 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | -25.0% |
| Q3 2016 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $6,000 | -95.6% | 50 | -95.7% | 0.00% | -95.5% |
| Q4 2015 | $135,000 | – | 1,168 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |