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 2021 | $191,428,000 | +2.0% | 2,590,009 | +0.3% | 4.29% | -1.9% |
| Q2 2021 | $187,742,000 | +11.5% | 2,581,353 | -0.2% | 4.37% | +0.3% |
| Q1 2021 | $168,448,000 | -1.6% | 2,587,128 | -3.5% | 4.36% | -10.3% |
| Q4 2020 | $171,111,000 | +11.3% | 2,681,148 | +302.9% | 4.86% | -7.8% |
| Q3 2020 | $153,790,000 | +11.2% | 665,526 | -0.1% | 5.27% | -5.4% |
| Q2 2020 | $138,278,000 | +22.7% | 666,432 | -2.4% | 5.57% | -12.6% |
| Q1 2020 | $112,661,000 | -16.2% | 682,589 | -1.6% | 6.37% | +2.1% |
| Q4 2019 | $134,394,000 | +5.8% | 694,038 | -1.7% | 6.24% | -4.6% |
| Q3 2019 | $127,053,000 | -0.8% | 705,730 | -1.2% | 6.55% | -3.4% |
| Q2 2019 | $128,084,000 | +3.6% | 714,592 | -0.4% | 6.78% | +5.3% |
| Q1 2019 | $123,671,000 | +12.8% | 717,524 | -1.4% | 6.44% | -0.4% |
| Q4 2018 | $109,627,000 | -16.6% | 727,605 | -1.9% | 6.46% | -18.5% |
| Q3 2018 | $131,435,000 | +7.3% | 741,884 | -1.5% | 7.93% | -10.9% |
| Q2 2018 | $122,444,000 | +3.3% | 752,968 | -1.5% | 8.90% | +8.3% |
| Q1 2018 | $118,489,000 | +1.7% | 764,099 | +0.2% | 8.22% | +2.9% |
| Q4 2017 | $116,556,000 | +8.0% | 762,949 | +1.4% | 7.99% | -6.3% |
| Q3 2017 | $107,873,000 | +5.0% | 752,185 | +0.2% | 8.52% | -5.6% |
| Q2 2017 | $102,738,000 | +2.4% | 750,731 | -1.6% | 9.02% | +4.3% |
| Q1 2017 | $100,321,000 | -10.1% | 762,780 | -16.8% | 8.66% | -14.2% |
| Q4 2016 | $111,604,000 | +1.9% | 916,364 | +1.8% | 10.09% | +0.5% |
| Q3 2016 | $109,555,000 | +5.1% | 900,498 | +0.7% | 10.04% | +1.3% |
| Q2 2016 | $104,274,000 | +3.2% | 894,438 | +2.6% | 9.92% | -0.5% |
| Q1 2016 | $101,036,000 | +19.8% | 871,824 | +19.7% | 9.97% | +29.7% |
| Q4 2015 | $84,317,000 | +32.2% | 728,105 | +23.1% | 7.68% | +14.4% |
| Q3 2015 | $63,786,000 | -1.0% | 591,705 | +4.5% | 6.72% | +6.6% |
| Q2 2015 | $64,462,000 | +4.4% | 566,155 | +4.5% | 6.30% | +4.0% |
| Q1 2015 | $61,741,000 | +8.4% | 541,822 | +6.2% | 6.06% | +5.1% |
| Q4 2014 | $56,959,000 | +7.8% | 510,381 | -7.6% | 5.77% | +8.1% |
| Q3 2014 | $52,820,000 | +4.6% | 552,292 | +15.1% | 5.34% | -6.7% |
| Q2 2014 | $50,489,000 | +7.2% | 479,976 | +1.7% | 5.72% | -6.7% |
| Q1 2014 | $47,108,000 | +7.0% | 471,843 | +5.8% | 6.14% | +0.2% |
| Q4 2013 | $44,037,000 | +13.0% | 445,949 | +2.2% | 6.12% | -0.6% |
| Q3 2013 | $38,978,000 | +14.7% | 436,190 | +8.3% | 6.16% | +0.0% |
| Q2 2013 | $33,972,000 | – | 402,808 | – | 6.16% | – |
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% |