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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $16,742 | +2.5% | 262,042 | -6.1% | 0.29% | -9.9% |
| Q4 2022 | $16,330 | -99.9% | 279,151 | +12.2% | 0.32% | -3.0% |
| Q3 2022 | $14,398,000 | -4.9% | 248,882 | -0.7% | 0.33% | -0.6% |
| Q2 2022 | $15,133,000 | -20.8% | 250,753 | +0.3% | 0.34% | -8.0% |
| Q1 2022 | $19,103,000 | +19.8% | 250,105 | +0.1% | 0.36% | -2.9% |
| Q4 2021 | $15,943,000 | -14.0% | 249,817 | -0.4% | 0.38% | +1.6% |
| Q3 2021 | $18,547,000 | +2.0% | 250,941 | +0.4% | 0.37% | +3.1% |
| Q2 2021 | $18,187,000 | +11.7% | 250,062 | +0.0% | 0.36% | -5.8% |
| Q1 2021 | $16,281,000 | +2.1% | 250,058 | +0.1% | 0.38% | -2.1% |
| Q4 2020 | $15,943,000 | +10.4% | 249,817 | +299.7% | 0.39% | -4.0% |
| Q3 2020 | $14,444,000 | +12.2% | 62,506 | +0.7% | 0.40% | +1.5% |
| Q2 2020 | $12,875,000 | +59.6% | 62,051 | +27.0% | 0.40% | +36.8% |
| Q1 2020 | $8,065,000 | – | 48,865 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |