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 | $56,584 | +0.5% | 800 | 0.0% | 0.01% | +7.7% |
| Q2 2023 | $56,296 | +6.8% | 800 | -1.5% | 0.01% | +8.3% |
| Q1 2023 | $52,707 | +12.6% | 812 | +1.5% | 0.01% | +20.0% |
| Q4 2022 | $46,800 | +1.7% | 800 | 0.0% | 0.01% | -9.1% |
| Q3 2022 | $46,000 | -67.8% | 800 | -66.3% | 0.01% | -65.6% |
| Q2 2022 | $143,000 | +134.4% | 2,371 | +196.4% | 0.03% | +166.7% |
| Q1 2022 | $61,000 | -9.0% | 800 | 0.0% | 0.01% | -7.7% |
| Q4 2021 | $67,000 | 0.0% | 800 | -11.1% | 0.01% | 0.0% |
| Q3 2021 | $67,000 | +15.5% | 900 | +12.5% | 0.01% | +18.2% |
| Q2 2021 | $58,000 | +11.5% | 800 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $52,000 | -10.3% | 800 | +220.0% | 0.01% | -14.3% |
| Q3 2020 | $58,000 | +11.5% | 250 | 0.0% | 0.01% | +7.7% |
| Q2 2020 | $52,000 | +26.8% | 250 | 0.0% | 0.01% | +8.3% |
| Q1 2020 | $41,000 | -14.6% | 250 | 0.0% | 0.01% | +9.1% |
| Q4 2019 | $48,000 | – | 250 | – | 0.01% | – |
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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% |