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 | $800,711 | -2.5% | 11,703 | +0.4% | 0.14% | -4.7% |
| Q2 2023 | $821,506 | +10.3% | 11,656 | +0.0% | 0.15% | -2.0% |
| Q1 2023 | $744,666 | +9.2% | 11,655 | 0.0% | 0.15% | +8.6% |
| Q4 2022 | $681,807 | +1.2% | 11,655 | +0.0% | 0.14% | -1.4% |
| Q3 2022 | $674,000 | -4.1% | 11,654 | 0.0% | 0.14% | +10.2% |
| Q2 2022 | $703,000 | -21.0% | 11,654 | +0.0% | 0.13% | -9.2% |
| Q1 2022 | $890,000 | -8.7% | 11,653 | 0.0% | 0.14% | -6.6% |
| Q4 2021 | $975,000 | +13.2% | 11,653 | 0.0% | 0.15% | +7.1% |
| Q3 2021 | $861,000 | +1.7% | 11,653 | 0.0% | 0.14% | +0.7% |
| Q2 2021 | $847,000 | +11.6% | 11,653 | +0.0% | 0.14% | +3.7% |
| Q1 2021 | $759,000 | +2.0% | 11,652 | 0.0% | 0.14% | -6.9% |
| Q4 2020 | $744,000 | +8.3% | 11,652 | +291.7% | 0.14% | -2.7% |
| Q3 2020 | $687,000 | +11.3% | 2,975 | 0.0% | 0.15% | +4.2% |
| Q2 2020 | $617,000 | +25.7% | 2,975 | 0.0% | 0.14% | +1.4% |
| Q1 2020 | $491,000 | -18.3% | 2,975 | -4.1% | 0.14% | -0.7% |
| Q4 2019 | $601,000 | +7.7% | 3,102 | +0.0% | 0.14% | -7.8% |
| Q3 2019 | $558,000 | -1.4% | 3,101 | -1.8% | 0.15% | +2.0% |
| Q2 2019 | $566,000 | +4.0% | 3,158 | +0.0% | 0.15% | -8.5% |
| Q1 2019 | $544,000 | -7.8% | 3,157 | -19.4% | 0.16% | -17.9% |
| Q4 2018 | $590,000 | -18.3% | 3,918 | -3.8% | 0.20% | -18.3% |
| Q3 2018 | $722,000 | +13.5% | 4,073 | +4.2% | 0.25% | +11.8% |
| Q2 2018 | $636,000 | -0.9% | 3,909 | -5.6% | 0.22% | +7.3% |
| Q1 2018 | $642,000 | -10.8% | 4,140 | -12.2% | 0.20% | -11.3% |
| Q4 2017 | $720,000 | -5.1% | 4,715 | -10.9% | 0.23% | -8.7% |
| Q3 2017 | $759,000 | +14.3% | 5,293 | +9.2% | 0.25% | +2.0% |
| Q2 2017 | $664,000 | +0.6% | 4,848 | -3.3% | 0.25% | -3.9% |
| Q1 2017 | $660,000 | -13.8% | 5,016 | -20.3% | 0.26% | -20.1% |
| Q4 2016 | $766,000 | -1.8% | 6,290 | -1.9% | 0.32% | -5.8% |
| Q3 2016 | $780,000 | +3.4% | 6,414 | -0.9% | 0.34% | -0.9% |
| Q2 2016 | $754,000 | -11.0% | 6,470 | -11.4% | 0.35% | -25.3% |
| Q1 2016 | $847,000 | -76.5% | 7,306 | -76.5% | 0.46% | -77.6% |
| Q4 2015 | $3,597,000 | +6.0% | 31,060 | -1.3% | 2.07% | -4.0% |
| Q3 2015 | $3,394,000 | -5.6% | 31,481 | -0.3% | 2.16% | -3.1% |
| Q2 2015 | $3,596,000 | -1.3% | 31,579 | -1.2% | 2.22% | -0.6% |
| Q1 2015 | $3,643,000 | +10.2% | 31,969 | +8.0% | 2.24% | -4.4% |
| Q4 2014 | $3,305,000 | +5.0% | 29,613 | +0.5% | 2.34% | -3.1% |
| Q3 2014 | $3,148,000 | +0.6% | 29,471 | -0.9% | 2.41% | -1.3% |
| Q2 2014 | $3,128,000 | +1.7% | 29,733 | -3.5% | 2.45% | -4.9% |
| Q1 2014 | $3,077,000 | -4.4% | 30,822 | -5.5% | 2.57% | -4.5% |
| Q4 2013 | $3,220,000 | +7.9% | 32,608 | -2.4% | 2.70% | -5.2% |
| Q3 2013 | $2,985,000 | – | 33,399 | – | 2.84% | – |
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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% |