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 | $228,937 | +7.7% | 3,346 | +10.9% | 0.08% | -6.2% |
| Q2 2023 | $212,572 | +6.3% | 3,016 | -9.1% | 0.08% | -8.0% |
| Q2 2022 | $200,000 | -20.9% | 3,317 | 0.0% | 0.09% | -9.4% |
| Q1 2022 | $253,000 | -18.6% | 3,317 | -10.8% | 0.10% | -15.8% |
| Q4 2021 | $311,000 | +13.1% | 3,717 | 0.0% | 0.11% | -0.9% |
| Q3 2021 | $275,000 | -1.8% | 3,717 | -0.2% | 0.12% | -5.0% |
| Q2 2021 | $280,000 | +6.9% | 3,725 | -7.5% | 0.12% | +15.2% |
| Q1 2021 | $262,000 | +1.6% | 4,025 | -0.6% | 0.10% | -10.3% |
| Q4 2020 | $258,000 | +10.3% | 4,048 | +300.0% | 0.12% | -19.9% |
| Q3 2020 | $234,000 | -15.5% | 1,012 | -24.1% | 0.15% | -18.9% |
| Q2 2020 | $277,000 | +25.9% | 1,334 | +0.2% | 0.18% | +5.3% |
| Q1 2020 | $220,000 | -14.4% | 1,331 | +0.3% | 0.17% | +10.3% |
| Q4 2019 | $257,000 | +7.5% | 1,327 | 0.0% | 0.16% | -2.5% |
| Q3 2019 | $239,000 | +0.4% | 1,327 | +0.1% | 0.16% | -0.6% |
| Q2 2019 | $238,000 | +3.9% | 1,326 | 0.0% | 0.16% | -3.6% |
| Q1 2019 | $229,000 | -2.6% | 1,326 | +0.1% | 0.17% | -3.5% |
| Q3 2018 | $235,000 | +9.3% | 1,325 | 0.0% | 0.17% | +6.2% |
| Q2 2018 | $215,000 | +4.9% | 1,325 | 0.0% | 0.16% | +1.2% |
| Q1 2018 | $205,000 | +2.5% | 1,325 | +1.1% | 0.16% | +4.6% |
| Q4 2017 | $200,000 | – | 1,310 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |