ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,120 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $654,605 | +9.4% | 9,567 | +12.7% | 0.04% | +5.3% |
| Q2 2023 | $598,336 | +249.6% | 8,489 | +216.9% | 0.04% | +245.5% |
| Q1 2023 | $171,140 | +96.3% | 2,679 | +79.7% | 0.01% | +83.3% |
| Q4 2022 | $87,204 | -19.3% | 1,491 | -20.3% | 0.01% | -33.3% |
| Q3 2022 | $108,000 | -29.9% | 1,871 | -26.5% | 0.01% | -35.7% |
| Q2 2022 | $154,000 | -31.6% | 2,544 | -13.8% | 0.01% | -26.3% |
| Q1 2022 | $225,000 | -22.4% | 2,951 | -15.0% | 0.02% | -26.9% |
| Q4 2021 | $290,000 | +25.0% | 3,472 | +10.4% | 0.03% | +8.3% |
| Q3 2021 | $232,000 | +21.5% | 3,146 | +19.8% | 0.02% | +14.3% |
| Q2 2021 | $191,000 | +213.1% | 2,625 | +182.0% | 0.02% | +162.5% |
| Q1 2021 | $61,000 | +1120.0% | 931 | +2486.1% | 0.01% | +166.7% |
| Q4 2017 | $5,000 | 0.0% | 36 | 0.0% | 0.00% | -25.0% |
| Q3 2017 | $5,000 | – | 36 | – | 0.00% | – |
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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% |