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 | $226,773 | -82.4% | 3,314 | -81.9% | 0.05% | -80.7% |
| Q2 2023 | $1,287,139 | +3.5% | 18,262 | -6.1% | 0.24% | -3.6% |
| Q1 2023 | $1,243,130 | +9.9% | 19,457 | +0.6% | 0.25% | +65.8% |
| Q4 2022 | $1,130,929 | -40.3% | 19,332 | -41.0% | 0.15% | -67.1% |
| Q3 2022 | $1,895,000 | -63.2% | 32,754 | -61.6% | 0.46% | -55.8% |
| Q2 2022 | $5,149,000 | -19.8% | 85,320 | +1.6% | 1.04% | -8.6% |
| Q1 2022 | $6,417,000 | -9.8% | 84,011 | -1.2% | 1.14% | -3.3% |
| Q4 2021 | $7,118,000 | +8.0% | 85,070 | -4.6% | 1.18% | +1.2% |
| Q3 2021 | $6,592,000 | +2.5% | 89,189 | +0.8% | 1.17% | -0.6% |
| Q2 2021 | $6,433,000 | +128560.0% | 88,449 | +110461.2% | 1.18% | +117400.0% |
| Q1 2021 | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | 0.0% | 80 | +300.0% | 0.00% | -50.0% |
| Q3 2020 | $5,000 | +25.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | +33.3% | 20 | 0.0% | 0.00% | +100.0% |
| Q1 2020 | $3,000 | -91.4% | 20 | -88.8% | 0.00% | -92.3% |
| Q4 2019 | $35,000 | +9.4% | 179 | +1.1% | 0.01% | -7.1% |
| Q3 2019 | $32,000 | -40.7% | 177 | -40.4% | 0.01% | -39.1% |
| Q2 2019 | $54,000 | -46.5% | 297 | -49.6% | 0.02% | -55.8% |
| Q1 2019 | $101,000 | +320.8% | 589 | +277.6% | 0.05% | +225.0% |
| Q4 2018 | $24,000 | +500.0% | 156 | +680.0% | 0.02% | +700.0% |
| Q3 2018 | $4,000 | -99.4% | 20 | -99.6% | 0.00% | -99.6% |
| Q1 2018 | $709,000 | -6.7% | 4,688 | -2.6% | 0.52% | -7.7% |
| Q4 2017 | $760,000 | -6.2% | 4,814 | -13.6% | 0.57% | -21.4% |
| Q3 2017 | $810,000 | +22.2% | 5,574 | +15.6% | 0.72% | +4.8% |
| Q2 2017 | $663,000 | +21.4% | 4,823 | +15.8% | 0.69% | +20.2% |
| Q1 2017 | $546,000 | -12.9% | 4,164 | -17.2% | 0.58% | -32.9% |
| Q4 2016 | $627,000 | – | 5,031 | – | 0.86% | – |
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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% |