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 | $8,065,400 | +207.2% | 117,881 | +216.4% | 0.92% | +229.5% |
| Q2 2023 | $2,625,714 | +1117.7% | 37,255 | +1003.9% | 0.28% | +1108.7% |
| Q1 2023 | $215,629 | -56.6% | 3,375 | -48.1% | 0.02% | -53.1% |
| Q1 2022 | $497,000 | -8.8% | 6,508 | 0.0% | 0.05% | -10.9% |
| Q4 2021 | $545,000 | +13.3% | 6,508 | 0.0% | 0.06% | +7.8% |
| Q3 2021 | $481,000 | -4.8% | 6,508 | -6.3% | 0.05% | -5.6% |
| Q2 2021 | $505,000 | +142.8% | 6,948 | +117.7% | 0.05% | +107.7% |
| Q1 2021 | $208,000 | -35.2% | 3,192 | +71.7% | 0.03% | -78.3% |
| Q1 2019 | $321,000 | -85.0% | 1,859 | -86.9% | 0.12% | -88.4% |
| Q4 2018 | $2,141,000 | +37.6% | 14,207 | +61.8% | 1.03% | +59.2% |
| Q3 2018 | $1,556,000 | +18.9% | 8,781 | +9.1% | 0.65% | +18.0% |
| Q2 2018 | $1,309,000 | +142.4% | 8,047 | +131.1% | 0.55% | +90.3% |
| Q1 2018 | $540,000 | +14.6% | 3,482 | +12.9% | 0.29% | +24.0% |
| Q4 2017 | $471,000 | – | 3,083 | – | 0.23% | – |
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% |