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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,663 | +10.5% | 123 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,839 | +9.5% | 123 | +0.8% | 0.00% | 0.0% |
| Q4 2022 | $7,159 | -91.3% | 122 | -91.4% | 0.00% | -94.7% |
| Q3 2022 | $82,000 | +6.5% | 1,420 | +11.2% | 0.02% | +11.8% |
| Q2 2022 | $77,000 | -21.4% | 1,277 | 0.0% | 0.02% | -10.5% |
| Q1 2022 | $98,000 | -8.4% | 1,277 | 0.0% | 0.02% | -9.5% |
| Q4 2021 | $107,000 | +98.1% | 1,277 | +76.4% | 0.02% | +75.0% |
| Q3 2021 | $54,000 | +500.0% | 724 | +498.3% | 0.01% | +500.0% |
| Q2 2021 | $9,000 | +28.6% | 121 | +17.5% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $7,000 | +16.7% | 103 | +296.2% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | +50.0% | 26 | +4.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $4,000 | -20.0% | 25 | – | 0.00% | -33.3% |
| Q3 2015 | $5,000 | +66.7% | 0 | -100.0% | 0.00% | +50.0% |
| Q3 2014 | $3,000 | – | 23 | – | 0.00% | – |
| Q2 2014 | $0 | – | 0 | – | 0.00% | – |
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% |