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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $4,343,000 | -35.3% | 51,210 | -43.6% | 0.23% | -38.4% |
| Q3 2021 | $6,716,000 | +61.7% | 90,878 | +59.1% | 0.38% | +59.6% |
| Q2 2021 | $4,154,000 | +8.7% | 57,125 | -2.7% | 0.24% | 0.0% |
| Q1 2021 | $3,823,000 | -9.2% | 58,717 | -11.0% | 0.24% | -16.1% |
| Q4 2020 | $4,209,000 | +0.3% | 65,954 | +263.0% | 0.28% | -13.6% |
| Q3 2020 | $4,198,000 | +7.6% | 18,167 | -3.4% | 0.32% | -0.6% |
| Q2 2020 | $3,903,000 | +25.1% | 18,811 | -0.5% | 0.33% | +6.5% |
| Q1 2020 | $3,120,000 | +305.2% | 18,907 | +375.3% | 0.31% | +401.6% |
| Q4 2019 | $770,000 | +84.2% | 3,978 | +71.0% | 0.06% | +64.9% |
| Q3 2019 | $418,000 | +0.7% | 2,326 | +0.4% | 0.04% | +2.8% |
| Q2 2019 | $415,000 | -0.5% | 2,317 | -4.4% | 0.04% | -7.7% |
| Q1 2019 | $417,000 | +7.8% | 2,423 | -4.5% | 0.04% | -9.3% |
| Q4 2018 | $387,000 | -36.1% | 2,536 | -25.9% | 0.04% | -32.8% |
| Q3 2018 | $606,000 | +10.4% | 3,423 | +1.3% | 0.06% | +8.5% |
| Q2 2018 | $549,000 | +20.1% | 3,378 | +14.6% | 0.06% | +18.0% |
| Q1 2018 | $457,000 | +1.6% | 2,948 | 0.0% | 0.05% | +2.0% |
| Q4 2017 | $450,000 | +2.3% | 2,948 | -2.7% | 0.05% | -2.0% |
| Q3 2017 | $440,000 | +9.2% | 3,030 | +2.8% | 0.05% | +2.0% |
| Q2 2017 | $403,000 | +4.1% | 2,948 | 0.0% | 0.05% | 0.0% |
| Q1 2017 | $387,000 | +7.8% | 2,948 | 0.0% | 0.05% | -3.9% |
| Q4 2016 | $359,000 | -0.3% | 2,948 | -0.6% | 0.05% | -5.6% |
| Q3 2016 | $360,000 | +4.3% | 2,965 | 0.0% | 0.05% | -6.9% |
| Q2 2016 | $345,000 | +0.6% | 2,965 | 0.0% | 0.06% | -9.4% |
| Q1 2016 | $343,000 | 0.0% | 2,965 | 0.0% | 0.06% | -9.9% |
| Q4 2015 | $343,000 | +1.8% | 2,965 | 0.0% | 0.07% | -5.3% |
| Q3 2015 | $337,000 | +18.7% | 2,965 | +18.7% | 0.08% | +17.2% |
| Q2 2015 | $284,000 | +879.3% | 2,497 | +875.4% | 0.06% | +392.3% |
| Q1 2015 | $29,000 | -40.8% | 256 | -41.3% | 0.01% | -58.1% |
| Q4 2014 | $49,000 | -14.0% | 436 | -15.5% | 0.03% | +72.2% |
| Q3 2014 | $57,000 | +5.6% | 516 | 0.0% | 0.02% | +20.0% |
| Q2 2014 | $54,000 | +22.7% | 516 | +18.3% | 0.02% | +7.1% |
| Q1 2014 | $44,000 | +2.3% | 436 | 0.0% | 0.01% | -6.7% |
| Q4 2013 | $43,000 | +126.3% | 436 | +96.4% | 0.02% | +114.3% |
| Q3 2013 | $19,000 | – | 222 | 0.0% | 0.01% | – |
| Q2 2013 | $0 | – | 222 | – | 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% |