ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30 | -3.2% | 444 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $31 | +10.7% | 444 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $28 | +12.0% | 444 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $25 | -99.9% | 444 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $26,000 | -3.7% | 444 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $27,000 | -32.5% | 444 | -14.5% | 0.00% | -33.3% |
| Q1 2022 | $40,000 | -7.0% | 519 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $43,000 | +13.2% | 519 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $38,000 | 0.0% | 519 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $38,000 | -13.6% | 519 | -22.8% | 0.01% | -14.3% |
| Q1 2021 | $44,000 | +2.3% | 672 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $43,000 | +7.5% | 672 | +293.0% | 0.01% | 0.0% |
| Q3 2020 | $40,000 | +14.3% | 171 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $35,000 | -37.5% | 171 | -50.0% | 0.01% | +14.3% |
| Q1 2020 | $56,000 | – | 342 | – | 0.01% | – |
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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% |