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 | $3,306,670 | -9.7% | 48,329 | -6.9% | 1.98% | -5.1% |
| Q2 2023 | $3,659,956 | +3.7% | 51,929 | -6.0% | 2.08% | +0.8% |
| Q1 2023 | $3,528,645 | +5.2% | 55,230 | -3.7% | 2.07% | +0.4% |
| Q4 2022 | $3,354,975 | +1.1% | 57,350 | -0.0% | 2.06% | -6.8% |
| Q3 2022 | $3,319,000 | -3.7% | 57,374 | +0.5% | 2.21% | +3.2% |
| Q2 2022 | $3,445,000 | -17.4% | 57,089 | +4.6% | 2.14% | -3.2% |
| Q1 2022 | $4,169,000 | -2.1% | 54,579 | +7.3% | 2.21% | -3.2% |
| Q4 2021 | $4,258,000 | +21.7% | 50,889 | +7.5% | 2.28% | +2.9% |
| Q3 2021 | $3,499,000 | -2.3% | 47,340 | -3.9% | 2.22% | -8.0% |
| Q2 2021 | $3,582,000 | +10.9% | 49,246 | -0.7% | 2.41% | +6.5% |
| Q1 2021 | $3,229,000 | +0.8% | 49,586 | -1.2% | 2.27% | -1.0% |
| Q4 2020 | $3,202,000 | +8.3% | 50,177 | +292.3% | 2.29% | -7.1% |
| Q3 2020 | $2,956,000 | +10.1% | 12,790 | -1.2% | 2.46% | -2.5% |
| Q2 2020 | $2,686,000 | +11.9% | 12,947 | -11.0% | 2.53% | +2.0% |
| Q1 2020 | $2,400,000 | -15.6% | 14,540 | -0.9% | 2.48% | +28.8% |
| Q4 2019 | $2,842,000 | +14.0% | 14,678 | +6.0% | 1.92% | +4.2% |
| Q3 2019 | $2,492,000 | -0.9% | 13,844 | -1.3% | 1.85% | -6.1% |
| Q2 2019 | $2,514,000 | -1.6% | 14,028 | -5.3% | 1.97% | -3.3% |
| Q1 2019 | $2,554,000 | +11.7% | 14,815 | -2.4% | 2.03% | -3.6% |
| Q4 2018 | $2,287,000 | -16.8% | 15,181 | -2.1% | 2.11% | -2.9% |
| Q3 2018 | $2,748,000 | +3.9% | 15,508 | -4.7% | 2.17% | -4.6% |
| Q2 2018 | $2,645,000 | -1.4% | 16,265 | -6.0% | 2.28% | -6.6% |
| Q1 2018 | $2,683,000 | -7.0% | 17,305 | -8.4% | 2.44% | -1.3% |
| Q4 2017 | $2,885,000 | -1.0% | 18,884 | -7.0% | 2.47% | -9.6% |
| Q3 2017 | $2,913,000 | +0.2% | 20,309 | -4.4% | 2.73% | +1.2% |
| Q2 2017 | $2,908,000 | -5.9% | 21,247 | -9.5% | 2.70% | -8.2% |
| Q1 2017 | $3,089,000 | -0.0% | 23,489 | -7.4% | 2.94% | -6.8% |
| Q4 2016 | $3,090,000 | – | 25,368 | – | 3.15% | – |
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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% |