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 | $28,715,874 | +206.6% | 419,700 | +215.8% | 0.07% | +208.3% |
| Q2 2023 | $9,366,792 | +158.7% | 132,900 | +114.7% | 0.02% | +140.0% |
| Q4 2022 | $3,621,150 | -71.7% | 61,900 | -72.0% | 0.01% | -73.0% |
| Q3 2022 | $12,779,000 | -37.4% | 220,900 | -34.7% | 0.04% | -36.2% |
| Q2 2022 | $20,428,000 | +0.7% | 338,500 | +27.4% | 0.06% | +7.4% |
| Q1 2022 | $20,287,000 | -43.6% | 265,600 | -38.3% | 0.05% | -40.0% |
| Q4 2021 | $35,995,000 | -9.7% | 430,200 | -20.3% | 0.09% | -12.6% |
| Q3 2021 | $39,874,000 | +262.8% | 539,500 | +257.0% | 0.10% | +255.2% |
| Q2 2021 | $10,990,000 | -24.7% | 151,100 | -32.6% | 0.03% | -27.5% |
| Q1 2021 | $14,591,000 | +271.2% | 224,100 | +263.8% | 0.04% | +263.6% |
| Q4 2020 | $3,931,000 | +32.5% | 61,600 | +330.8% | 0.01% | +22.2% |
| Q2 2020 | $2,967,000 | +428.9% | 14,300 | +320.6% | 0.01% | +350.0% |
| Q1 2020 | $561,000 | -95.3% | 3,400 | -94.5% | 0.00% | -92.9% |
| Q4 2019 | $12,025,000 | +116.2% | 62,100 | +101.0% | 0.03% | +100.0% |
| Q3 2019 | $5,563,000 | +324.3% | 30,900 | +255.2% | 0.01% | +250.0% |
| Q4 2018 | $1,311,000 | -75.6% | 8,700 | -71.3% | 0.00% | -69.2% |
| Q3 2018 | $5,368,000 | +100.1% | 30,300 | +83.6% | 0.01% | +85.7% |
| Q2 2018 | $2,683,000 | +765.5% | 16,500 | +725.0% | 0.01% | +600.0% |
| Q1 2018 | $310,000 | -86.9% | 2,000 | -87.1% | 0.00% | -83.3% |
| Q4 2017 | $2,368,000 | -82.6% | 15,500 | -83.7% | 0.01% | -84.6% |
| Q3 2017 | $13,625,000 | +26.0% | 95,000 | +20.3% | 0.04% | +8.3% |
| Q2 2017 | $10,811,000 | -10.8% | 79,000 | -14.3% | 0.04% | -10.0% |
| Q1 2017 | $12,126,000 | -5.2% | 92,200 | -12.2% | 0.04% | -18.4% |
| Q4 2016 | $12,788,000 | +56.4% | 105,000 | +56.2% | 0.05% | +40.0% |
| Q3 2016 | $8,176,000 | +287.5% | 67,200 | +271.3% | 0.04% | +218.2% |
| Q2 2016 | $2,110,000 | +452.4% | 18,100 | +448.5% | 0.01% | +450.0% |
| Q1 2016 | $382,000 | -85.2% | 3,300 | -86.2% | 0.00% | -87.5% |
| Q3 2015 | $2,576,000 | +81.0% | 23,900 | +91.2% | 0.02% | +45.5% |
| Q2 2015 | $1,423,000 | -21.5% | 12,500 | -21.4% | 0.01% | -21.4% |
| Q1 2015 | $1,812,000 | -63.5% | 15,900 | -65.8% | 0.01% | -64.1% |
| Q3 2014 | $4,967,000 | – | 46,500 | – | 0.04% | – |
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% |