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 | $8,582,671 | -3.0% | 125,441 | -0.0% | 5.54% | +25.5% |
| Q2 2023 | $8,844,979 | -42.4% | 125,496 | -47.7% | 4.42% | -61.6% |
| Q1 2023 | $15,344,270 | +6.0% | 240,167 | +38.9% | 11.50% | +40.4% |
| Q4 2021 | $14,470,000 | +43.3% | 172,944 | +26.6% | 8.19% | +20.3% |
| Q3 2021 | $10,097,000 | +168183.3% | 136,611 | +273122.0% | 6.81% | +170050.0% |
| Q4 2015 | $6,000 | -40.0% | 50 | -40.5% | 0.00% | -33.3% |
| Q1 2015 | $10,000 | +11.1% | 84 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $9,000 | 0.0% | 84 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $9,000 | 0.0% | 84 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $9,000 | +12.5% | 84 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $8,000 | 0.0% | 84 | 0.0% | 0.01% | -14.3% |
| Q4 2013 | $8,000 | – | 84 | – | 0.01% | – |
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% |