ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,120 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $911,108 | -2.1% | 13,446 | +3.1% | 0.05% | +2.1% |
| Q2 2023 | $930,221 | +44.9% | 13,048 | +30.8% | 0.05% | +29.7% |
| Q1 2023 | $641,858 | -5.4% | 9,973 | -6.8% | 0.04% | -11.9% |
| Q4 2022 | $678,708 | -18.0% | 10,700 | -24.8% | 0.04% | -28.8% |
| Q3 2022 | $828,000 | -12.2% | 14,233 | +2.7% | 0.06% | -13.2% |
| Q2 2022 | $943,000 | +11.9% | 13,859 | +2.0% | 0.07% | +6.2% |
| Q1 2022 | $843,000 | -10.2% | 13,589 | +6.7% | 0.06% | -4.5% |
| Q4 2021 | $939,000 | -13.9% | 12,740 | -5.1% | 0.07% | -11.8% |
| Q3 2021 | $1,091,000 | -43.9% | 13,423 | -47.2% | 0.08% | +5.6% |
| Q2 2021 | $1,944,000 | +118.2% | 25,442 | +100.1% | 0.07% | -2.7% |
| Q1 2021 | $891,000 | +6.8% | 12,712 | +0.1% | 0.07% | -6.3% |
| Q4 2020 | $834,000 | -36.2% | 12,702 | -44.2% | 0.08% | -49.0% |
| Q3 2020 | $1,308,000 | +5.7% | 22,761 | +300.7% | 0.16% | 0.0% |
| Q2 2020 | $1,238,000 | +74.1% | 5,681 | +47.7% | 0.16% | +40.9% |
| Q1 2020 | $711,000 | -12.8% | 3,847 | -4.8% | 0.11% | +10.0% |
| Q4 2019 | $815,000 | -38.3% | 4,039 | -44.7% | 0.10% | -46.2% |
| Q3 2019 | $1,321,000 | +1.5% | 7,303 | +2.6% | 0.19% | -0.5% |
| Q2 2019 | $1,301,000 | +2.8% | 7,118 | -1.1% | 0.19% | 0.0% |
| Q1 2019 | $1,265,000 | +12.9% | 7,197 | +0.2% | 0.19% | +12.7% |
| Q4 2018 | $1,120,000 | +8.5% | 7,180 | +9.8% | 0.17% | +7.8% |
| Q3 2018 | $1,032,000 | +2.3% | 6,537 | +5.3% | 0.15% | -1.9% |
| Q2 2018 | $1,009,000 | -5.1% | 6,208 | -9.4% | 0.16% | -13.7% |
| Q1 2018 | $1,063,000 | +2.0% | 6,855 | +0.5% | 0.18% | +7.1% |
| Q4 2017 | $1,042,000 | +7.1% | 6,820 | +0.5% | 0.17% | +2.4% |
| Q3 2017 | $973,000 | -37.5% | 6,783 | -44.0% | 0.17% | -59.2% |
| Q2 2017 | $1,558,000 | +886.1% | 12,110 | +909.2% | 0.41% | +804.4% |
| Q1 2017 | $158,000 | +558.3% | 1,200 | +500.0% | 0.04% | +400.0% |
| Q4 2016 | $24,000 | 0.0% | 200 | 0.0% | 0.01% | -10.0% |
| Q3 2016 | $24,000 | +4.3% | 200 | 0.0% | 0.01% | -9.1% |
| Q2 2016 | $23,000 | 0.0% | 200 | 0.0% | 0.01% | -8.3% |
| Q1 2016 | $23,000 | 0.0% | 200 | 0.0% | 0.01% | +9.1% |
| Q4 2015 | $23,000 | – | 200 | – | 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% |