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 | $3,709,997 | -3.6% | 54,224 | -0.7% | 1.12% | +1.0% |
| Q2 2023 | $3,850,102 | +10.5% | 54,627 | +0.1% | 1.11% | +4.6% |
| Q1 2023 | $3,484,929 | +9.1% | 54,546 | -0.1% | 1.06% | +1.4% |
| Q4 2022 | $3,194,991 | +1.6% | 54,615 | +0.4% | 1.05% | -8.0% |
| Q3 2022 | $3,146,000 | -5.2% | 54,374 | -1.1% | 1.14% | -9.8% |
| Q2 2022 | $3,319,000 | -21.2% | 54,990 | -0.3% | 1.26% | -19.3% |
| Q1 2022 | $4,213,000 | -8.7% | 55,155 | -0.0% | 1.56% | -9.0% |
| Q4 2021 | $4,615,000 | +11.4% | 55,156 | -1.6% | 1.72% | +3.9% |
| Q3 2021 | $4,142,000 | +0.9% | 56,040 | -0.7% | 1.65% | -0.7% |
| Q2 2021 | $4,106,000 | +6.8% | 56,452 | -4.4% | 1.66% | +2.7% |
| Q1 2021 | $3,843,000 | +0.3% | 59,023 | -1.7% | 1.62% | -6.7% |
| Q4 2020 | $3,833,000 | +19.6% | 60,064 | +332.9% | 1.74% | +4.8% |
| Q3 2020 | $3,206,000 | +7.9% | 13,874 | -3.1% | 1.66% | +0.6% |
| Q2 2020 | $2,972,000 | +25.5% | 14,322 | -3.9% | 1.65% | +12.6% |
| Q1 2020 | $2,369,000 | -25.2% | 14,898 | -8.9% | 1.46% | +14.4% |
| Q4 2019 | $3,166,000 | +6.1% | 16,351 | -1.3% | 1.28% | +7.6% |
| Q3 2019 | $2,983,000 | -2.7% | 16,569 | -0.6% | 1.19% | +0.1% |
| Q2 2019 | $3,065,000 | +3.2% | 16,677 | -1.0% | 1.19% | -1.5% |
| Q1 2019 | $2,971,000 | +15.0% | 16,848 | -1.7% | 1.21% | -4.5% |
| Q4 2018 | $2,584,000 | -9.1% | 17,148 | +0.2% | 1.26% | -0.4% |
| Q3 2018 | $2,842,000 | -0.7% | 17,119 | -2.7% | 1.27% | -1.2% |
| Q2 2018 | $2,861,000 | +0.9% | 17,592 | -3.8% | 1.28% | -4.7% |
| Q1 2018 | $2,836,000 | +0.6% | 18,286 | -0.9% | 1.35% | +0.7% |
| Q4 2017 | $2,820,000 | – | 18,457 | – | 1.34% | – |
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% |