ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $396 | -2.9% | 5,790 | 0.0% | 0.31% | +2.3% |
| Q2 2023 | $408 | +10.3% | 5,790 | 0.0% | 0.30% | +18.0% |
| Q1 2023 | $370 | +9.1% | 5,790 | 0.0% | 0.26% | +14.8% |
| Q4 2022 | $339 | -99.9% | 5,790 | -2.7% | 0.22% | -24.9% |
| Q3 2022 | $344,000 | +4.2% | 5,950 | +118900.0% | 0.30% | -1.7% |
| Q2 2022 | $330,000 | -21.1% | 5 | 0.0% | 0.30% | -9.9% |
| Q1 2022 | $418,000 | -8.5% | 5 | -99.9% | 0.34% | +2.1% |
| Q4 2021 | $457,000 | +9.3% | 5,467 | -3.3% | 0.33% | -12.1% |
| Q3 2021 | $418,000 | -11.8% | 5,656 | -13.3% | 0.37% | +4.2% |
| Q2 2021 | $474,000 | +9.7% | 6,520 | -1.7% | 0.36% | +4.7% |
| Q1 2021 | $432,000 | +2.1% | 6,631 | 0.0% | 0.34% | +4.6% |
| Q4 2020 | $423,000 | +7.1% | 6,631 | +287.8% | 0.33% | +22.9% |
| Q3 2020 | $395,000 | +11.3% | 1,710 | 0.0% | 0.27% | +17.2% |
| Q2 2020 | $355,000 | +25.9% | 1,710 | 0.0% | 0.23% | +11.3% |
| Q1 2020 | $282,000 | -14.8% | 1,710 | 0.0% | 0.20% | +14.0% |
| Q4 2019 | $331,000 | +7.5% | 1,710 | 0.0% | 0.18% | -14.4% |
| Q3 2019 | $308,000 | +0.7% | 1,710 | 0.0% | 0.21% | -5.9% |
| Q2 2019 | $306,000 | +4.1% | 1,710 | +0.1% | 0.22% | +8.3% |
| Q1 2019 | $294,000 | +3.2% | 1,709 | -9.6% | 0.20% | -29.6% |
| Q4 2018 | $285,000 | -15.9% | 1,891 | -1.3% | 0.29% | -9.1% |
| Q3 2018 | $339,000 | – | 1,915 | – | 0.32% | – |
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% |