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 | $4,869,241 | -5.1% | 71,167 | -2.3% | 1.00% | -6.9% |
| Q2 2023 | $5,133,194 | +7.4% | 72,832 | -2.7% | 1.07% | +1.4% |
| Q1 2023 | $4,781,148 | +10.4% | 74,834 | +1.1% | 1.05% | -1.8% |
| Q4 2022 | $4,330,219 | +56.4% | 74,021 | +54.7% | 1.07% | +36.5% |
| Q3 2022 | $2,769,000 | -4.5% | 47,857 | -0.4% | 0.79% | -6.3% |
| Q2 2022 | $2,899,000 | -20.6% | 48,041 | +0.5% | 0.84% | -14.9% |
| Q1 2022 | $3,651,000 | +33.3% | 47,798 | +200.9% | 0.99% | -41.7% |
| Q4 2021 | $2,738,000 | -23.9% | 15,885 | -67.3% | 1.69% | +29.7% |
| Q3 2021 | $3,596,000 | -2.0% | 48,651 | -3.5% | 1.30% | -9.3% |
| Q2 2021 | $3,669,000 | +9.8% | 50,441 | -1.7% | 1.44% | +1.6% |
| Q1 2021 | $3,342,000 | +2.3% | 51,322 | +0.3% | 1.42% | -6.2% |
| Q4 2020 | $3,267,000 | +6.8% | 51,185 | +286.6% | 1.51% | -4.9% |
| Q3 2020 | $3,060,000 | +0.9% | 13,240 | -9.5% | 1.59% | -5.5% |
| Q2 2020 | $3,034,000 | +22.7% | 14,624 | -2.3% | 1.68% | +4.5% |
| Q1 2020 | $2,472,000 | -11.8% | 14,974 | +3.5% | 1.61% | +7.6% |
| Q4 2019 | $2,802,000 | +4.0% | 14,468 | -3.3% | 1.49% | -2.4% |
| Q3 2019 | $2,695,000 | +0.3% | 14,968 | -0.2% | 1.53% | -3.6% |
| Q2 2019 | $2,688,000 | -1.8% | 14,996 | -5.6% | 1.59% | -6.1% |
| Q1 2019 | $2,738,000 | +12.0% | 15,885 | -2.1% | 1.69% | 0.0% |
| Q4 2018 | $2,445,000 | – | 16,229 | – | 1.69% | – |
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% |