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 | $4,122,058 | -3.3% | 60,246 | -0.4% | 0.22% | -0.4% |
| Q2 2023 | $4,263,222 | +10.1% | 60,488 | -0.2% | 0.23% | +4.6% |
| Q1 2023 | $3,872,718 | +5.4% | 60,615 | -3.5% | 0.22% | +1.4% |
| Q4 2022 | $3,674,853 | -12.8% | 62,818 | -13.7% | 0.21% | -30.4% |
| Q3 2022 | $4,213,000 | -4.4% | 72,818 | -0.3% | 0.31% | 0.0% |
| Q2 2022 | $4,407,000 | -15.4% | 73,018 | +7.0% | 0.31% | +6.2% |
| Q1 2022 | $5,212,000 | +260500.0% | 68,241 | +341105.0% | 0.29% | – |
| Q4 2021 | $2,000 | -99.9% | 20 | 0.0% | 0.00% | – |
| Q3 2021 | $1,478,000 | +1.6% | 20 | 0.0% | 0.00% | – |
| Q2 2021 | $1,455,000 | – | 20 | – | 0.00% | – |
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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% |