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 | $510,415 | +1.0% | 7,460 | +4.1% | 0.13% | +5.6% |
| Q2 2023 | $505,203 | +10.4% | 7,168 | +0.0% | 0.12% | +10.7% |
| Q1 2023 | $457,765 | +9.6% | 7,165 | +0.4% | 0.11% | +2.8% |
| Q4 2022 | $417,601 | +1.6% | 7,138 | +0.5% | 0.11% | -0.9% |
| Q3 2022 | $411,000 | -4.0% | 7,102 | +0.1% | 0.11% | -7.6% |
| Q2 2022 | $428,000 | -35.1% | 7,092 | -17.9% | 0.12% | -31.2% |
| Q1 2022 | $659,000 | -8.6% | 8,634 | +0.2% | 0.17% | +4.8% |
| Q4 2021 | $721,000 | +10.1% | 8,620 | -2.7% | 0.16% | -6.2% |
| Q3 2021 | $655,000 | +0.5% | 8,863 | -1.1% | 0.18% | -3.8% |
| Q2 2021 | $652,000 | -13.2% | 8,962 | -22.3% | 0.18% | -21.5% |
| Q1 2021 | $751,000 | -7.2% | 11,535 | -9.0% | 0.23% | -19.9% |
| Q4 2020 | $809,000 | +19.3% | 12,677 | +331.8% | 0.29% | +9.4% |
| Q3 2020 | $678,000 | +10.4% | 2,936 | -0.8% | 0.27% | -11.9% |
| Q2 2020 | $614,000 | +21.1% | 2,961 | -3.6% | 0.30% | -11.4% |
| Q1 2020 | $507,000 | -18.2% | 3,072 | -4.0% | 0.34% | -1.2% |
| Q4 2019 | $620,000 | -13.4% | 3,200 | -19.5% | 0.34% | -18.2% |
| Q3 2019 | $716,000 | +1.7% | 3,977 | -2.6% | 0.42% | -20.7% |
| Q1 2019 | $704,000 | – | 4,085 | – | 0.53% | – |
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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% |