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 | $291,565 | +3.2% | 4,261 | +6.3% | 0.01% | 0.0% |
| Q2 2023 | $282,484 | +10.3% | 4,008 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $256,071 | +8.1% | 4,008 | -1.0% | 0.01% | 0.0% |
| Q4 2022 | $236,808 | -59.5% | 4,048 | -60.0% | 0.01% | -58.1% |
| Q3 2022 | $585,000 | +131.2% | 10,108 | +140.7% | 0.03% | +93.8% |
| Q2 2022 | $253,000 | -29.5% | 4,200 | -10.6% | 0.02% | -33.3% |
| Q1 2022 | $359,000 | -8.7% | 4,700 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $393,000 | +8.3% | 4,700 | -4.2% | 0.02% | -4.0% |
| Q3 2021 | $363,000 | +4.3% | 4,905 | +2.6% | 0.02% | 0.0% |
| Q2 2021 | $348,000 | +33.8% | 4,780 | +19.5% | 0.02% | +13.6% |
| Q1 2021 | $260,000 | – | 4,000 | – | 0.02% | – |
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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% |