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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,188,552 | +9.7% | 34,255 | +0.5% | 0.51% | +1.8% |
| Q4 2022 | $1,995,000 | +40.7% | 34,095 | +39.1% | 0.50% | +20.0% |
| Q3 2022 | $1,418,000 | -4.1% | 24,515 | 0.0% | 0.42% | +3.0% |
| Q2 2022 | $1,479,000 | -21.0% | 24,515 | 0.0% | 0.40% | -0.2% |
| Q1 2022 | $1,872,000 | -8.7% | 24,515 | 0.0% | 0.40% | +0.7% |
| Q4 2021 | $2,051,000 | +13.2% | 24,515 | 0.0% | 0.40% | +6.1% |
| Q3 2021 | $1,812,000 | +1.2% | 24,515 | -0.5% | 0.38% | +5.0% |
| Q2 2021 | $1,791,000 | +6.1% | 24,631 | -5.0% | 0.36% | +11.1% |
| Q1 2021 | $1,688,000 | +20.6% | 25,931 | +18.2% | 0.32% | +14.4% |
| Q4 2020 | $1,400,000 | +19.0% | 21,936 | +331.0% | 0.28% | +10.1% |
| Q3 2020 | $1,176,000 | +11.4% | 5,090 | 0.0% | 0.26% | +4.5% |
| Q2 2020 | $1,056,000 | -26.1% | 5,090 | -41.2% | 0.25% | -35.3% |
| Q1 2020 | $1,429,000 | – | 8,656 | – | 0.38% | – |
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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% |