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 2022 | $3,507,000 | +2.1% | 59,943 | +8.8% | 1.62% | +2.1% |
| Q2 2022 | $3,434,000 | -9.9% | 55,114 | +7.7% | 1.59% | -9.6% |
| Q1 2022 | $3,812,000 | +108.0% | 51,192 | +121.8% | 1.76% | +75.0% |
| Q4 2021 | $1,833,000 | +10.9% | 23,078 | +4.1% | 1.00% | +22.9% |
| Q3 2021 | $1,653,000 | -65.0% | 22,169 | -64.8% | 0.82% | -70.4% |
| Q2 2021 | $4,718,000 | +16.6% | 63,045 | +1.4% | 2.76% | +4.8% |
| Q1 2021 | $4,048,000 | +23.0% | 62,176 | +20.6% | 2.63% | +9.7% |
| Q4 2020 | $3,291,000 | +10.7% | 51,568 | +314.2% | 2.40% | +3.0% |
| Q3 2020 | $2,972,000 | +9.7% | 12,450 | -4.6% | 2.33% | +2.2% |
| Q2 2020 | $2,709,000 | +37.0% | 13,054 | +12.4% | 2.28% | +10.8% |
| Q1 2020 | $1,977,000 | -4.8% | 11,617 | +10.2% | 2.06% | +13.2% |
| Q4 2019 | $2,076,000 | +18.1% | 10,542 | +5.2% | 1.82% | +8.1% |
| Q3 2019 | $1,758,000 | -8.5% | 10,021 | -4.5% | 1.68% | +14.5% |
| Q2 2019 | $1,922,000 | -17.8% | 10,491 | -22.6% | 1.47% | -37.8% |
| Q1 2019 | $2,337,000 | +20.5% | 13,561 | +5.3% | 2.36% | +6.0% |
| Q4 2018 | $1,940,000 | +25.6% | 12,877 | +47.7% | 2.22% | +45.5% |
| Q3 2018 | $1,545,000 | +6.0% | 8,721 | -2.7% | 1.53% | -6.6% |
| Q2 2018 | $1,458,000 | -84.9% | 8,967 | -85.6% | 1.64% | -78.8% |
| Q1 2018 | $9,669,000 | +337.1% | 62,352 | +330.6% | 7.72% | +309.3% |
| Q4 2017 | $2,212,000 | – | 14,481 | – | 1.89% | – |
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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% |