ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,216,741 | +5511.2% | 295,480 | +4887.0% | 0.15% | +2980.0% |
| Q2 2023 | $360,294 | +10.3% | 5,925 | +15.9% | 0.01% | 0.0% |
| Q1 2023 | $326,606 | -45.4% | 5,112 | -50.0% | 0.01% | 0.0% |
| Q4 2022 | $598,104 | -12.8% | 10,224 | -13.7% | 0.01% | -16.7% |
| Q3 2022 | $686,015 | +60.6% | 11,850 | +67.4% | 0.01% | -33.3% |
| Q2 2022 | $427,157 | +600.3% | 7,078 | +645.8% | 0.01% | +200.0% |
| Q4 2020 | $61,000 | +662.5% | 949 | +2691.2% | 0.00% | +200.0% |
| Q3 2020 | $8,000 | -88.6% | 34 | -90.0% | 0.00% | -87.5% |
| Q2 2020 | $70,000 | +37.3% | 340 | +11.1% | 0.01% | +14.3% |
| Q1 2020 | $51,000 | -91.4% | 306 | 0.0% | 0.01% | +16.7% |
| Q4 2019 | $593,000 | +978.2% | 306 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $55,000 | 0.0% | 306 | 0.0% | 0.01% | +16.7% |
| Q2 2019 | $55,000 | +3.8% | 306 | 0.0% | 0.01% | -14.3% |
| Q1 2019 | $53,000 | – | 306 | – | 0.01% | – |
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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% |