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 | $2,740,768 | -4.8% | 40,058 | -1.9% | 0.83% | +0.5% |
| Q2 2023 | $2,878,474 | +8.5% | 40,841 | -1.6% | 0.83% | +2.0% |
| Q1 2023 | $2,652,074 | +7.6% | 41,510 | -1.5% | 0.81% | +0.7% |
| Q4 2022 | $2,464,137 | +0.6% | 42,122 | -0.5% | 0.81% | -2.8% |
| Q3 2022 | $2,449,000 | -5.0% | 42,338 | -0.9% | 0.83% | +0.5% |
| Q2 2022 | $2,579,000 | -21.2% | 42,732 | -0.3% | 0.82% | -9.1% |
| Q1 2022 | $3,273,000 | -12.3% | 42,854 | -4.0% | 0.91% | -10.2% |
| Q4 2021 | $3,733,000 | +6.0% | 44,627 | -6.3% | 1.01% | -2.1% |
| Q3 2021 | $3,521,000 | +1.2% | 47,633 | -0.4% | 1.03% | +0.7% |
| Q2 2021 | $3,479,000 | +18.1% | 47,840 | +5.7% | 1.03% | +9.7% |
| Q1 2021 | $2,945,000 | -27.7% | 45,244 | -29.1% | 0.94% | -30.7% |
| Q4 2020 | $4,074,000 | +7.8% | 63,842 | +295.6% | 1.35% | -1.2% |
| Q3 2020 | $3,779,000 | +0.6% | 16,136 | -9.9% | 1.37% | -6.2% |
| Q2 2020 | $3,755,000 | +26.1% | 17,905 | -0.8% | 1.46% | +12.2% |
| Q1 2020 | $2,978,000 | -16.0% | 18,047 | -1.5% | 1.30% | -5.5% |
| Q4 2019 | $3,547,000 | +8.1% | 18,319 | +0.5% | 1.37% | +0.6% |
| Q3 2019 | $3,282,000 | -2.8% | 18,235 | -1.9% | 1.36% | -5.2% |
| Q2 2019 | $3,378,000 | +4.4% | 18,589 | -0.0% | 1.44% | -1.7% |
| Q1 2019 | $3,237,000 | +13.3% | 18,590 | -2.0% | 1.46% | +3.0% |
| Q4 2018 | $2,857,000 | -18.7% | 18,962 | -4.4% | 1.42% | -12.1% |
| Q3 2018 | $3,515,000 | +5.8% | 19,825 | -3.1% | 1.62% | -0.8% |
| Q2 2018 | $3,321,000 | +11.1% | 20,461 | +6.1% | 1.63% | +6.2% |
| Q1 2018 | $2,989,000 | +3.4% | 19,277 | +8.9% | 1.54% | +5.9% |
| Q4 2017 | $2,891,000 | +58.5% | 17,709 | +39.2% | 1.45% | +32.7% |
| Q3 2017 | $1,824,000 | +27.5% | 12,723 | +21.6% | 1.09% | +13.5% |
| Q2 2017 | $1,431,000 | – | 10,461 | – | 0.96% | – |
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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% |