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 | $390,609 | -2.9% | 5,708 | 0.0% | 0.08% | +1.2% |
| Q2 2023 | $402,370 | +10.3% | 5,708 | 0.0% | 0.08% | +3.9% |
| Q1 2023 | $364,748 | +105624.1% | 5,708 | -3.4% | 0.08% | +2.7% |
| Q4 2022 | $345 | -99.9% | 5,908 | -0.8% | 0.08% | -7.4% |
| Q3 2022 | $344,000 | -3.4% | 5,958 | +0.8% | 0.08% | +3.8% |
| Q2 2022 | $356,000 | -45.1% | 5,908 | -30.4% | 0.08% | -37.1% |
| Q1 2022 | $648,000 | -16.5% | 8,493 | -8.5% | 0.12% | -15.1% |
| Q4 2021 | $776,000 | +13.1% | 9,283 | 0.0% | 0.15% | +1.4% |
| Q3 2021 | $686,000 | +1.6% | 9,283 | 0.0% | 0.14% | +2.9% |
| Q2 2021 | $675,000 | +13.1% | 9,283 | +1.1% | 0.14% | +6.1% |
| Q1 2021 | $597,000 | +1.9% | 9,183 | 0.0% | 0.13% | -7.0% |
| Q4 2020 | $586,000 | +12.5% | 9,183 | +307.0% | 0.14% | -0.7% |
| Q3 2020 | $521,000 | +8.1% | 2,256 | -3.0% | 0.14% | 0.0% |
| Q2 2020 | $482,000 | +25.8% | 2,325 | 0.0% | 0.14% | +9.2% |
| Q1 2020 | $383,000 | -13.9% | 2,325 | +1.1% | 0.13% | +6.5% |
| Q4 2019 | $445,000 | +7.5% | 2,300 | 0.0% | 0.12% | 0.0% |
| Q3 2019 | $414,000 | +27.0% | 2,300 | +26.4% | 0.12% | +23.0% |
| Q2 2019 | $326,000 | +4.2% | 1,819 | 0.0% | 0.10% | -42.9% |
| Q1 2019 | $313,000 | +14.2% | 1,819 | 0.0% | 0.18% | +0.6% |
| Q4 2018 | $274,000 | -14.9% | 1,819 | 0.0% | 0.17% | -1.7% |
| Q3 2018 | $322,000 | +9.2% | 1,819 | 0.0% | 0.18% | +1.7% |
| Q2 2018 | $295,000 | +4.6% | 1,819 | 0.0% | 0.17% | +3.0% |
| Q1 2018 | $282,000 | +1.8% | 1,819 | 0.0% | 0.17% | +0.6% |
| Q4 2017 | $277,000 | +6.5% | 1,819 | 0.0% | 0.17% | -3.4% |
| Q3 2017 | $260,000 | +4.8% | 1,819 | 0.0% | 0.17% | -1.1% |
| Q2 2017 | $248,000 | +3.8% | 1,819 | 0.0% | 0.18% | +0.6% |
| Q1 2017 | $239,000 | +8.1% | 1,819 | 0.0% | 0.18% | -0.6% |
| Q4 2016 | $221,000 | 0.0% | 1,819 | 0.0% | 0.18% | -4.3% |
| Q3 2016 | $221,000 | – | 1,819 | – | 0.18% | – |
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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% |