ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $75,086 | +9.8% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $68,386 | +74.4% | 1,000 | +79.5% | 0.01% | +80.0% |
| Q2 2023 | $39,222 | +72.4% | 557 | +56.5% | 0.01% | +66.7% |
| Q1 2023 | $22,745 | +9.2% | 356 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $20,826 | +1.1% | 356 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $20,595 | -4.1% | 356 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $21,485 | -21.0% | 356 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $27,191 | -8.7% | 356 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $29,787 | +13.2% | 356 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $26,312 | +1.6% | 356 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $25,892 | +11.7% | 356 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $23,179 | +2.0% | 356 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $22,720 | +10.5% | 356 | +300.0% | 0.00% | 0.0% |
| Q3 2020 | $20,566 | +11.4% | 89 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $18,467 | +25.7% | 89 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $14,689 | -14.8% | 89 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $17,234 | +7.6% | 89 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $16,023 | +0.4% | 89 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $15,952 | +4.0% | 89 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $15,340 | +14.4% | 89 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $13,410 | -15.0% | 89 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $15,768 | -40.9% | 89 | -45.7% | 0.00% | -42.9% |
| Q2 2018 | $26,668 | +4.9% | 164 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $25,431 | +1.5% | 164 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $25,054 | -16.0% | 164 | -21.2% | 0.01% | -22.2% |
| Q3 2017 | $29,813 | +5.2% | 208 | +0.5% | 0.01% | 0.0% |
| Q2 2017 | $28,346 | +4.1% | 207 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $27,242 | – | 207 | – | 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% |