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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,271,928 | -2.9% | 18,590 | 0.0% | 0.30% | -1.3% |
| Q2 2023 | $1,310,223 | +10.3% | 18,590 | 0.0% | 0.30% | +22.5% |
| Q1 2023 | $1,187,715 | +9.2% | 18,590 | 0.0% | 0.24% | +2.5% |
| Q4 2022 | $1,087,515 | +2.7% | 18,590 | +1.5% | 0.24% | -23.2% |
| Q3 2022 | $1,059,000 | +90.8% | 18,309 | +99.0% | 0.31% | +100.0% |
| Q2 2022 | $555,000 | -20.4% | 9,201 | +0.8% | 0.16% | -12.9% |
| Q1 2022 | $697,000 | -8.0% | 9,124 | +0.7% | 0.18% | -1.7% |
| Q4 2021 | $758,000 | +13.1% | 9,060 | 0.0% | 0.18% | +4.6% |
| Q3 2021 | $670,000 | +3.1% | 9,060 | +1.3% | 0.17% | +3.0% |
| Q2 2021 | $650,000 | +11.7% | 8,944 | 0.0% | 0.17% | +18.3% |
| Q1 2021 | $582,000 | +1.9% | 8,944 | 0.0% | 0.14% | -10.7% |
| Q4 2020 | $571,000 | +10.4% | 8,944 | +300.0% | 0.16% | -8.1% |
| Q3 2020 | $517,000 | +11.4% | 2,236 | 0.0% | 0.17% | +8.8% |
| Q2 2020 | $464,000 | +25.7% | 2,236 | 0.0% | 0.16% | +17.8% |
| Q1 2020 | $369,000 | +61.8% | 2,236 | +90.1% | 0.14% | +98.5% |
| Q4 2019 | $228,000 | +7.5% | 1,176 | 0.0% | 0.07% | +3.0% |
| Q3 2019 | $212,000 | +0.5% | 1,176 | 0.0% | 0.07% | -10.8% |
| Q2 2019 | $211,000 | -41.1% | 1,176 | -43.4% | 0.07% | -45.2% |
| Q1 2019 | $358,000 | +65.0% | 2,076 | +44.4% | 0.14% | +43.6% |
| Q4 2018 | $217,000 | – | 1,438 | – | 0.09% | – |
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% |