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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,161,000 | +7.8% | 0 | -100.0% | 0.27% | +18.4% |
| Q4 2021 | $1,077,000 | +152.8% | 12,873 | – | 0.23% | +132.7% |
| Q2 2021 | $426,000 | -34.7% | 0 | – | 0.10% | -40.2% |
| Q1 2021 | $652,000 | 0.0% | 0 | -100.0% | 0.16% | -9.4% |
| Q4 2020 | $652,000 | -8.8% | 10,213 | +230.3% | 0.18% | -23.6% |
| Q3 2020 | $715,000 | +7.4% | 3,092 | -3.7% | 0.24% | -1.7% |
| Q2 2020 | $666,000 | +30.8% | 3,212 | +4.1% | 0.24% | +4.3% |
| Q1 2020 | $509,000 | -16.4% | 3,085 | -1.8% | 0.23% | +6.5% |
| Q4 2019 | $609,000 | +7.6% | 3,143 | 0.0% | 0.22% | -8.1% |
| Q3 2019 | $566,000 | +3.7% | 3,143 | +1.6% | 0.24% | +7.3% |
| Q2 2019 | $546,000 | +6.6% | 3,095 | +4.0% | 0.22% | -3.1% |
| Q1 2019 | $512,000 | -8.1% | 2,975 | -19.7% | 0.23% | -18.3% |
| Q4 2018 | $557,000 | +93.4% | 3,703 | +99.4% | 0.28% | +102.9% |
| Q1 2018 | $288,000 | – | 1,857 | – | 0.14% | – |
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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% |