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 2021 | $282,000 | +1.4% | 3,820 | 0.0% | 0.23% | -3.3% |
| Q2 2021 | $278,000 | +11.6% | 3,820 | 0.0% | 0.24% | +11.6% |
| Q1 2021 | $249,000 | +2.0% | 3,820 | 0.0% | 0.22% | +4.9% |
| Q4 2020 | $244,000 | -36.0% | 3,820 | +131.5% | 0.20% | -3.8% |
| Q3 2020 | $381,000 | +8.2% | 1,650 | -2.9% | 0.21% | +9.8% |
| Q2 2020 | $352,000 | +29.4% | 1,700 | +3.0% | 0.19% | +35.7% |
| Q1 2020 | $272,000 | -15.0% | 1,650 | 0.0% | 0.14% | -3.4% |
| Q4 2019 | $320,000 | +7.7% | 1,650 | 0.0% | 0.15% | -0.7% |
| Q3 2019 | $297,000 | -4.8% | 1,650 | -5.0% | 0.15% | +4.2% |
| Q2 2019 | $312,000 | +4.3% | 1,737 | 0.0% | 0.14% | -3.4% |
| Q1 2019 | $299,000 | +14.1% | 1,737 | 0.0% | 0.15% | +1.4% |
| Q4 2018 | $262,000 | -14.7% | 1,737 | 0.0% | 0.15% | -7.0% |
| Q3 2018 | $307,000 | +8.9% | 1,737 | 0.0% | 0.16% | +12.9% |
| Q2 2018 | $282,000 | +4.8% | 1,737 | 0.0% | 0.14% | +13.0% |
| Q1 2018 | $269,000 | +1.5% | 1,737 | 0.0% | 0.12% | +4.2% |
| Q4 2017 | $265,000 | – | 1,737 | – | 0.12% | – |
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% |