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 | $15,035,746 | +19.5% | 219,757 | +23.1% | 1.02% | +21.3% |
| Q2 2023 | $12,583,610 | +107.1% | 178,542 | +87.8% | 0.84% | +92.3% |
| Q1 2023 | $6,075,506 | -39.0% | 95,093 | -44.1% | 0.44% | -43.1% |
| Q4 2022 | $9,958,337 | +0.2% | 170,228 | -0.9% | 0.77% | -6.5% |
| Q3 2022 | $9,939,000 | -4.3% | 171,804 | -0.1% | 0.82% | -5.2% |
| Q2 2022 | $10,383,000 | -27.2% | 172,042 | -7.9% | 0.87% | -22.9% |
| Q1 2022 | $14,270,000 | +22.9% | 186,835 | +17.5% | 1.13% | +9.3% |
| Q4 2021 | $11,608,000 | -3.0% | 159,035 | -0.8% | 1.03% | +2.5% |
| Q3 2021 | $11,973,000 | +3.1% | 160,280 | +0.8% | 1.01% | -2.2% |
| Q2 2021 | $11,608,000 | -1.8% | 159,035 | -7.5% | 1.03% | -14.9% |
| Q1 2021 | $11,823,000 | +4.6% | 171,876 | -2.9% | 1.21% | -10.2% |
| Q4 2020 | $11,301,000 | +11.0% | 177,070 | +300.2% | 1.35% | -3.3% |
| Q3 2020 | $10,179,000 | -15.0% | 44,244 | -23.3% | 1.40% | -18.8% |
| Q2 2020 | $11,969,000 | +3091.7% | 57,685 | +2401.5% | 1.72% | +1145.7% |
| Q2 2018 | $375,000 | -66.4% | 2,306 | -68.0% | 0.14% | -64.4% |
| Q1 2018 | $1,117,000 | +202.7% | 7,201 | +198.3% | 0.39% | +193.9% |
| Q4 2017 | $369,000 | -100.0% | 2,414 | -82.8% | 0.13% | -83.4% |
| Q3 2017 | $2,010,318,000 | – | 14,017 | – | 0.80% | – |
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% |