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 | $650,401 | -2.9% | 9,506 | 0.0% | 0.23% | +0.9% |
| Q2 2023 | $669,983 | +9.9% | 9,506 | -0.4% | 0.23% | +2.2% |
| Q1 2023 | $609,830 | +108410.7% | 9,545 | -0.7% | 0.22% | +3.7% |
| Q4 2022 | $562 | -99.9% | 9,611 | +5.5% | 0.22% | -5.3% |
| Q3 2022 | $527,000 | -4.2% | 9,111 | 0.0% | 0.23% | +0.9% |
| Q2 2022 | $550,000 | -23.7% | 9,111 | -3.4% | 0.23% | -9.6% |
| Q1 2022 | $721,000 | -13.3% | 9,436 | -5.1% | 0.25% | -15.0% |
| Q4 2021 | $832,000 | +35.3% | 9,947 | +19.6% | 0.29% | +19.5% |
| Q3 2021 | $615,000 | +1.7% | 8,320 | 0.0% | 0.25% | -10.9% |
| Q2 2021 | $605,000 | +11.6% | 8,320 | 0.0% | 0.28% | +4.9% |
| Q1 2021 | $542,000 | +1.1% | 8,320 | -0.9% | 0.26% | -20.3% |
| Q4 2020 | $536,000 | +10.5% | 8,396 | +300.0% | 0.33% | -3.5% |
| Q3 2020 | $485,000 | -1.8% | 2,099 | -11.9% | 0.34% | -6.8% |
| Q2 2020 | $494,000 | +23.2% | 2,382 | -1.9% | 0.37% | +7.0% |
| Q1 2020 | $401,000 | -15.9% | 2,427 | -1.4% | 0.34% | +3.6% |
| Q4 2019 | $477,000 | +139.7% | 2,461 | +122.1% | 0.33% | +190.4% |
| Q3 2019 | $199,000 | -5.2% | 1,108 | -5.4% | 0.11% | -3.4% |
| Q2 2019 | $210,000 | +4.0% | 1,171 | 0.0% | 0.12% | +0.9% |
| Q1 2019 | $202,000 | +55.4% | 1,171 | +35.5% | 0.12% | +46.2% |
| Q4 2018 | $130,000 | +10.2% | 864 | -3.4% | 0.08% | -3.6% |
| Q1 2017 | $118,000 | – | 894 | – | 0.08% | – |
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% |