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 | $2,147,129 | +261.6% | 31,382 | +272.5% | 0.10% | +269.2% |
| Q2 2023 | $593,766 | +98.2% | 8,425 | +79.6% | 0.03% | +73.3% |
| Q1 2023 | $299,644 | -22.6% | 4,690 | -24.0% | 0.02% | -25.0% |
| Q4 2022 | $387,165 | -89.5% | 6,168 | -90.2% | 0.02% | -90.5% |
| Q3 2022 | $3,687,000 | -3.3% | 63,033 | +13.9% | 0.21% | -4.5% |
| Q2 2022 | $3,811,000 | +707.4% | 55,327 | +795.8% | 0.22% | +633.3% |
| Q1 2022 | $472,000 | -8.5% | 6,176 | +0.1% | 0.03% | -14.3% |
| Q4 2021 | $516,000 | +44.1% | 6,169 | +27.5% | 0.04% | +20.7% |
| Q3 2021 | $358,000 | +38.8% | 4,839 | +36.4% | 0.03% | +26.1% |
| Q2 2021 | $258,000 | +5.7% | 3,548 | -5.2% | 0.02% | -14.8% |
| Q1 2021 | $244,000 | -92.9% | 3,742 | -92.9% | 0.03% | -94.0% |
| Q4 2020 | $3,416,000 | -59.0% | 52,759 | +46.3% | 0.45% | -61.8% |
| Q3 2020 | $8,336,000 | +28.7% | 36,072 | +15.5% | 1.17% | +16.1% |
| Q2 2020 | $6,478,000 | +16.7% | 31,222 | -7.2% | 1.01% | -3.5% |
| Q1 2020 | $5,552,000 | +3.7% | 33,638 | +21.6% | 1.04% | +14.5% |
| Q4 2019 | $5,355,000 | +6.6% | 27,655 | -0.9% | 0.91% | -8.8% |
| Q3 2019 | $5,024,000 | +4.4% | 27,907 | +3.9% | 1.00% | -9.0% |
| Q2 2019 | $4,814,000 | +7.4% | 26,851 | +3.3% | 1.10% | -3.9% |
| Q1 2019 | $4,482,000 | +33.8% | 26,000 | +16.9% | 1.14% | +38.9% |
| Q4 2018 | $3,350,000 | +197.0% | 22,232 | +249.1% | 0.82% | +178.0% |
| Q3 2018 | $1,128,000 | +79.9% | 6,368 | +65.3% | 0.30% | +56.6% |
| Q2 2018 | $627,000 | -4.7% | 3,853 | -32.2% | 0.19% | -61.0% |
| Q4 2015 | $658,000 | – | 5,684 | – | 0.48% | – |
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% |