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 | $663,902 | +103959.9% | 9,703 | -11.0% | 0.06% | -12.5% |
| Q4 2022 | $638 | -99.9% | 10,906 | -21.9% | 0.06% | -12.3% |
| Q3 2022 | $807,000 | +273.6% | 13,957 | +393.2% | 0.07% | +231.8% |
| Q1 2022 | $216,000 | -8.5% | 2,830 | 0.0% | 0.02% | -4.3% |
| Q4 2021 | $236,000 | +14.0% | 2,830 | +0.7% | 0.02% | +4.5% |
| Q3 2021 | $207,000 | -18.2% | 2,810 | +114.5% | 0.02% | -52.2% |
| Q4 2019 | $253,000 | +5.4% | 1,310 | -2.0% | 0.05% | -2.1% |
| Q3 2019 | $240,000 | – | 1,337 | – | 0.05% | – |
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% |