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 | $662,056 | -2.9% | 9,676 | 0.0% | 0.14% | +3.0% |
| Q2 2023 | $681,990 | +10.3% | 9,676 | 0.0% | 0.13% | +6.4% |
| Q1 2023 | $618,223 | -6.9% | 9,676 | -14.7% | 0.12% | -13.8% |
| Q4 2022 | $663,762 | -12.8% | 11,346 | -10.0% | 0.14% | -19.4% |
| Q3 2022 | $761,000 | 0.0% | 12,611 | 0.0% | 0.18% | +5.3% |
| Q2 2022 | $761,000 | -21.0% | 12,611 | +0.1% | 0.17% | -12.3% |
| Q1 2022 | $963,000 | -8.6% | 12,603 | +0.1% | 0.20% | +7.7% |
| Q4 2021 | $1,054,000 | +13.3% | 12,595 | +0.0% | 0.18% | +6.5% |
| Q3 2021 | $930,000 | -3.4% | 12,589 | -5.0% | 0.17% | -1.2% |
| Q2 2021 | $963,000 | +11.7% | 13,246 | 0.0% | 0.17% | +1.2% |
| Q1 2021 | $862,000 | -4.9% | 13,246 | -6.7% | 0.17% | -10.1% |
| Q4 2020 | $906,000 | -8.8% | 14,196 | +230.2% | 0.19% | -21.9% |
| Q3 2020 | $993,000 | +8.8% | 4,299 | -2.3% | 0.24% | +2.5% |
| Q2 2020 | $913,000 | +34.5% | 4,399 | +6.9% | 0.24% | +7.3% |
| Q1 2020 | $679,000 | +10.0% | 4,116 | +29.2% | 0.22% | +30.2% |
| Q4 2019 | $617,000 | +7.5% | 3,186 | 0.0% | 0.17% | -3.4% |
| Q3 2019 | $574,000 | +0.5% | 3,186 | 0.0% | 0.18% | -2.2% |
| Q2 2019 | $571,000 | +4.0% | 3,186 | 0.0% | 0.18% | -10.9% |
| Q1 2019 | $549,000 | +14.4% | 3,186 | 0.0% | 0.20% | +1.0% |
| Q4 2018 | $480,000 | -14.9% | 3,186 | 0.0% | 0.20% | -2.5% |
| Q3 2018 | $564,000 | +8.9% | 3,186 | 0.0% | 0.20% | +2.0% |
| Q2 2018 | $518,000 | +4.9% | 3,186 | 0.0% | 0.20% | +4.7% |
| Q1 2018 | $494,000 | +1.4% | 3,186 | 0.0% | 0.19% | -1.0% |
| Q4 2017 | $487,000 | +3.2% | 3,186 | -3.1% | 0.19% | -6.8% |
| Q3 2017 | $472,000 | +4.9% | 3,288 | 0.0% | 0.21% | -6.8% |
| Q2 2017 | $450,000 | +4.2% | 3,288 | 0.0% | 0.22% | -0.4% |
| Q1 2017 | $432,000 | +8.0% | 3,288 | 0.0% | 0.22% | -3.0% |
| Q4 2016 | $400,000 | 0.0% | 3,288 | 0.0% | 0.23% | -10.9% |
| Q3 2016 | $400,000 | -2.0% | 3,288 | -6.0% | 0.26% | -11.9% |
| Q2 2016 | $408,000 | -23.6% | 3,499 | -24.0% | 0.29% | -27.5% |
| Q1 2016 | $534,000 | – | 4,605 | – | 0.40% | – |
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% |