ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,120 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,180,135 | -7.8% | 119,558 | -5.0% | 0.53% | -1.1% |
| Q2 2023 | $8,871,986 | +19.9% | 125,879 | +8.7% | 0.53% | +9.9% |
| Q1 2023 | $7,397,372 | +9.8% | 115,783 | +0.6% | 0.48% | -3.0% |
| Q4 2022 | $6,735,416 | -1.5% | 115,135 | -2.6% | 0.50% | -24.8% |
| Q3 2022 | $6,841,000 | -5.0% | 118,259 | -0.9% | 0.66% | -2.1% |
| Q2 2022 | $7,200,000 | -21.7% | 119,301 | -0.9% | 0.68% | -5.8% |
| Q1 2022 | $9,198,000 | -9.1% | 120,418 | -0.4% | 0.72% | -6.5% |
| Q4 2021 | $10,118,000 | +21.6% | 120,925 | +7.4% | 0.77% | -10.9% |
| Q3 2021 | $8,322,000 | +19.3% | 112,590 | +17.4% | 0.86% | +79.5% |
| Q2 2021 | $6,973,000 | +12.3% | 95,873 | +0.6% | 0.48% | 0.0% |
| Q1 2021 | $6,208,000 | -14.2% | 95,339 | -15.9% | 0.48% | -17.0% |
| Q4 2020 | $7,235,000 | +12.4% | 113,373 | +307.1% | 0.58% | +17.1% |
| Q3 2020 | $6,435,000 | +12.2% | 27,849 | +0.8% | 0.50% | +11.7% |
| Q2 2020 | $5,734,000 | +27.5% | 27,641 | +1.5% | 0.44% | -17.6% |
| Q1 2020 | $4,496,000 | -28.2% | 27,236 | -15.8% | 0.54% | +117.3% |
| Q4 2019 | $6,262,000 | +5.5% | 32,353 | -1.8% | 0.25% | -59.6% |
| Q3 2019 | $5,933,000 | +1.4% | 32,953 | +1.0% | 0.61% | +4.1% |
| Q2 2019 | $5,849,000 | +5.0% | 32,627 | +1.0% | 0.59% | -3.9% |
| Q1 2019 | $5,571,000 | +9.3% | 32,319 | -4.5% | 0.61% | -3.5% |
| Q4 2018 | $5,098,000 | -11.6% | 33,835 | +3.9% | 0.64% | +2.1% |
| Q3 2018 | $5,768,000 | +10.5% | 32,555 | +1.4% | 0.62% | +63.9% |
| Q2 2018 | $5,221,000 | +3.2% | 32,107 | -1.6% | 0.38% | -3.1% |
| Q1 2018 | $5,061,000 | -5.1% | 32,636 | -6.5% | 0.39% | -5.5% |
| Q4 2017 | $5,335,000 | +2.1% | 34,922 | -4.1% | 0.42% | -10.4% |
| Q3 2017 | $5,224,000 | -6.0% | 36,422 | -14.0% | 0.46% | -45.8% |
| Q2 2017 | $5,556,000 | 0.0% | 42,344 | 0.0% | 0.86% | +51.1% |
| Q1 2017 | $5,556,000 | +15.1% | 42,344 | +6.9% | 0.57% | -8.1% |
| Q4 2016 | $4,826,000 | – | 39,626 | – | 0.62% | – |
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% |