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 | $1,113,200 | -4.1% | 16,270 | -1.2% | 0.29% | +0.7% |
| Q2 2023 | $1,160,812 | +6.0% | 16,470 | -3.9% | 0.29% | +1.4% |
| Q1 2023 | $1,094,676 | +3.7% | 17,134 | -5.0% | 0.28% | -0.7% |
| Q4 2022 | $1,055,216 | -0.2% | 18,038 | -1.3% | 0.29% | -6.8% |
| Q3 2022 | $1,057,000 | -3.8% | 18,276 | +0.3% | 0.31% | -0.3% |
| Q2 2022 | $1,099,000 | -18.5% | 18,215 | +3.2% | 0.31% | -2.2% |
| Q1 2022 | $1,349,000 | -12.2% | 17,657 | -3.9% | 0.32% | -8.4% |
| Q4 2021 | $1,537,000 | +16.5% | 18,372 | +2.9% | 0.34% | +4.9% |
| Q3 2021 | $1,319,000 | +4.2% | 17,851 | +2.6% | 0.33% | +1.5% |
| Q2 2021 | $1,266,000 | +8.1% | 17,400 | -3.2% | 0.32% | +0.9% |
| Q1 2021 | $1,171,000 | -12.6% | 17,983 | -14.4% | 0.32% | -16.2% |
| Q4 2020 | $1,340,000 | +7.9% | 21,002 | +290.8% | 0.38% | -3.3% |
| Q3 2020 | $1,242,000 | +16.6% | 5,374 | +4.7% | 0.40% | +8.5% |
| Q2 2020 | $1,065,000 | +25.1% | 5,132 | -0.5% | 0.36% | +10.6% |
| Q1 2020 | $851,000 | -0.2% | 5,158 | +17.1% | 0.33% | +18.8% |
| Q4 2019 | $853,000 | +2.0% | 4,403 | -5.2% | 0.28% | +6.5% |
| Q3 2019 | $836,000 | -0.2% | 4,643 | -0.6% | 0.26% | +8.8% |
| Q2 2019 | $838,000 | +2.2% | 4,673 | -1.7% | 0.24% | -4.4% |
| Q1 2019 | $820,000 | +18.2% | 4,755 | +3.2% | 0.25% | +4.6% |
| Q4 2018 | $694,000 | -0.6% | 4,608 | +17.0% | 0.24% | +8.6% |
| Q3 2018 | $698,000 | +10.1% | 3,937 | +1.0% | 0.22% | +3.8% |
| Q2 2018 | $634,000 | +14.4% | 3,897 | +9.2% | 0.21% | +73.8% |
| Q1 2018 | $554,000 | -69.7% | 3,570 | -70.2% | 0.12% | -65.7% |
| Q4 2017 | $1,828,000 | +40.0% | 11,969 | +31.5% | 0.36% | +29.5% |
| Q3 2017 | $1,306,000 | +5.5% | 9,104 | +0.6% | 0.28% | +1.5% |
| Q2 2017 | $1,238,000 | +4.6% | 9,049 | +0.6% | 0.27% | -4.6% |
| Q1 2017 | $1,184,000 | +9.3% | 8,999 | +1.2% | 0.28% | -0.4% |
| Q4 2016 | $1,083,000 | +1.0% | 8,892 | +0.9% | 0.28% | -8.7% |
| Q3 2016 | $1,072,000 | -41.6% | 8,812 | -44.0% | 0.31% | -50.2% |
| Q2 2016 | $1,835,000 | +86.7% | 15,740 | +85.6% | 0.63% | +28.8% |
| Q1 2016 | $983,000 | +404.1% | 8,480 | +404.8% | 0.49% | +341.8% |
| Q4 2015 | $195,000 | -0.5% | 1,680 | -7.2% | 0.11% | -6.8% |
| Q3 2015 | $196,000 | +5.4% | 1,810 | +11.2% | 0.12% | +6.3% |
| Q2 2015 | $186,000 | -5.6% | 1,627 | -5.8% | 0.11% | -6.7% |
| Q1 2015 | $197,000 | +2.6% | 1,727 | 0.0% | 0.12% | +6.2% |
| Q4 2014 | $192,000 | – | 1,727 | – | 0.11% | – |
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% |