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 | $435,425 | -2.9% | 6,364 | 0.0% | 0.06% | -3.5% |
| Q2 2023 | $448,535 | +10.3% | 6,364 | 0.0% | 0.06% | +5.6% |
| Q1 2023 | $406,596 | +9.2% | 6,364 | 0.0% | 0.05% | +17.4% |
| Q4 2022 | $372,294 | +1.2% | 6,364 | 0.0% | 0.05% | -20.7% |
| Q3 2022 | $368,000 | -4.2% | 6,364 | 0.0% | 0.06% | -1.7% |
| Q2 2022 | $384,000 | -21.1% | 6,364 | -0.2% | 0.06% | -3.3% |
| Q1 2022 | $487,000 | -20.0% | 6,374 | -12.4% | 0.06% | -14.1% |
| Q4 2021 | $609,000 | +29.6% | 7,280 | +14.4% | 0.07% | +24.6% |
| Q3 2021 | $470,000 | +1.5% | 6,364 | 0.0% | 0.06% | -6.6% |
| Q2 2021 | $463,000 | +11.8% | 6,364 | 0.0% | 0.06% | -17.6% |
| Q1 2021 | $414,000 | +2.0% | 6,364 | 0.0% | 0.07% | -9.8% |
| Q4 2020 | $406,000 | +10.3% | 6,364 | +300.0% | 0.08% | -4.7% |
| Q3 2020 | $368,000 | +1500.0% | 1,591 | +1333.3% | 0.09% | +1333.3% |
| Q2 2020 | $23,000 | +27.8% | 111 | 0.0% | 0.01% | +20.0% |
| Q1 2020 | $18,000 | -18.2% | 111 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $22,000 | – | 111 | – | 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% |