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 | $1,842,140 | -11.7% | 26,924 | -9.0% | 1.05% | +0.7% |
| Q2 2023 | $2,085,080 | +10.3% | 29,584 | 0.0% | 1.04% | +16.3% |
| Q1 2023 | $1,890,122 | +109092.5% | 29,584 | 0.0% | 0.89% | -8.5% |
| Q4 2022 | $1,731 | -99.9% | 29,584 | 0.0% | 0.98% | -9.2% |
| Q3 2022 | $1,711,000 | +196.0% | 29,584 | +208.7% | 1.08% | +175.9% |
| Q2 2022 | $578,000 | -42.6% | 9,584 | -27.3% | 0.39% | -58.3% |
| Q1 2022 | $1,007,000 | -8.7% | 13,184 | 0.0% | 0.94% | +30.4% |
| Q4 2021 | $1,103,000 | +13.2% | 13,184 | 0.0% | 0.72% | -0.6% |
| Q3 2021 | $974,000 | +1.6% | 13,184 | 0.0% | 0.72% | +14.8% |
| Q2 2021 | $959,000 | +11.8% | 13,184 | 0.0% | 0.63% | -6.3% |
| Q1 2021 | $858,000 | +27.7% | 13,184 | +25.3% | 0.67% | +19.8% |
| Q4 2020 | $672,000 | +10.5% | 10,524 | +300.0% | 0.56% | -4.9% |
| Q3 2020 | $608,000 | +69.4% | 2,631 | +52.0% | 0.59% | +36.7% |
| Q2 2020 | $359,000 | +25.5% | 1,731 | 0.0% | 0.43% | +5.9% |
| Q1 2020 | $286,000 | -14.6% | 1,731 | 0.0% | 0.41% | +15.6% |
| Q4 2019 | $335,000 | +7.4% | 1,731 | 0.0% | 0.35% | -2.5% |
| Q3 2019 | $312,000 | +0.6% | 1,731 | 0.0% | 0.36% | +1.4% |
| Q2 2019 | $310,000 | +4.0% | 1,731 | 0.0% | 0.36% | +4.4% |
| Q1 2019 | $298,000 | +14.2% | 1,731 | 0.0% | 0.34% | +42.1% |
| Q4 2018 | $261,000 | -7.1% | 1,731 | 0.0% | 0.24% | -30.6% |
| Q2 2018 | $281,000 | +4.9% | 1,731 | 0.0% | 0.35% | +19.3% |
| Q1 2018 | $268,000 | +1.5% | 1,731 | 0.0% | 0.29% | +1.8% |
| Q4 2017 | $264,000 | +6.5% | 1,731 | 0.0% | 0.28% | +9.2% |
| Q3 2017 | $248,000 | +4.6% | 1,731 | 0.0% | 0.26% | -50.3% |
| Q2 2017 | $237,000 | +3.9% | 1,731 | 0.0% | 0.52% | +82.3% |
| Q1 2017 | $228,000 | +8.1% | 1,731 | 0.0% | 0.29% | -7.1% |
| Q4 2016 | $211,000 | 0.0% | 1,731 | 0.0% | 0.31% | -9.1% |
| Q3 2016 | $211,000 | +5.0% | 1,731 | 0.0% | 0.34% | -35.7% |
| Q1 2016 | $201,000 | – | 1,731 | – | 0.53% | – |
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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% |