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 | $20,960,154 | -3.6% | 306,345 | -0.7% | 3.93% | -3.1% |
| Q2 2023 | $21,754,040 | +6.7% | 308,656 | -3.3% | 4.06% | -4.9% |
| Q1 2023 | $20,383,461 | +5.8% | 319,040 | -3.1% | 4.27% | -3.2% |
| Q4 2022 | $19,264,114 | -53.6% | 329,301 | -54.1% | 4.41% | -51.0% |
| Q3 2022 | $41,494,000 | -4.7% | 717,271 | -0.6% | 9.00% | -0.5% |
| Q2 2022 | $43,553,000 | -22.6% | 721,667 | -2.0% | 9.05% | -2.1% |
| Q1 2022 | $56,271,000 | -12.1% | 736,719 | -3.7% | 9.24% | -8.1% |
| Q4 2021 | $64,037,000 | +145.9% | 765,346 | +117.2% | 10.06% | +102.6% |
| Q3 2021 | $26,043,000 | +1.4% | 352,356 | -0.2% | 4.96% | -2.9% |
| Q2 2021 | $25,683,000 | +6.5% | 353,134 | -4.7% | 5.11% | -3.4% |
| Q1 2021 | $24,121,000 | -40.0% | 370,461 | -41.2% | 5.29% | -38.8% |
| Q4 2020 | $40,195,000 | +10.2% | 629,817 | +298.9% | 8.64% | -5.2% |
| Q3 2020 | $36,481,000 | +11.7% | 157,872 | +0.3% | 9.12% | -10.2% |
| Q2 2020 | $32,656,000 | +24.3% | 157,387 | -1.1% | 10.15% | -3.4% |
| Q1 2020 | $26,267,000 | -18.4% | 159,143 | -4.3% | 10.51% | -3.3% |
| Q4 2019 | $32,206,000 | +9.0% | 166,319 | +1.3% | 10.87% | -6.0% |
| Q3 2019 | $29,559,000 | +0.4% | 164,191 | -0.1% | 11.57% | -2.3% |
| Q2 2019 | $29,449,000 | +4.3% | 164,300 | +0.3% | 11.84% | -1.9% |
| Q1 2019 | $28,247,000 | +17.6% | 163,886 | +2.8% | 12.07% | +0.0% |
| Q4 2018 | $24,010,000 | -14.5% | 159,354 | +0.6% | 12.06% | +3.0% |
| Q3 2018 | $28,078,000 | +5.3% | 158,479 | -0.0% | 11.71% | -8.4% |
| Q2 2018 | $26,662,000 | +13.3% | 158,533 | +4.4% | 12.78% | -7.1% |
| Q1 2018 | $23,536,000 | +1.1% | 151,779 | -0.4% | 13.76% | -2.2% |
| Q4 2017 | $23,271,000 | +7.4% | 152,325 | +0.9% | 14.08% | -5.9% |
| Q3 2017 | $21,661,000 | +5.8% | 151,035 | +1.0% | 14.96% | +8.4% |
| Q2 2017 | $20,473,000 | +11.9% | 149,602 | +7.5% | 13.81% | +20.9% |
| Q1 2017 | $18,302,000 | +23.8% | 139,155 | +14.6% | 11.42% | +14.4% |
| Q4 2016 | $14,787,000 | -24.3% | 121,414 | -24.4% | 9.98% | -30.5% |
| Q3 2016 | $19,543,000 | -7.7% | 160,639 | -11.6% | 14.35% | -12.0% |
| Q2 2016 | $21,183,000 | -12.8% | 181,703 | -13.3% | 16.32% | -16.7% |
| Q1 2016 | $24,296,000 | – | 209,651 | – | 19.59% | – |
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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% |