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 | $5,863,047 | -2.9% | 85,692 | 0.0% | 1.50% | -3.2% |
| Q2 2023 | $6,039,572 | +10.3% | 85,692 | 0.0% | 1.56% | +5.2% |
| Q1 2023 | $5,474,862 | +9.2% | 85,692 | 0.0% | 1.48% | -4.6% |
| Q4 2022 | $5,012,982 | +30.6% | 85,692 | +29.1% | 1.55% | -29.6% |
| Q3 2022 | $3,839,000 | -25.8% | 66,368 | -22.6% | 2.20% | +2.6% |
| Q2 2022 | $5,172,000 | -15.3% | 85,692 | +7.2% | 2.15% | +4.4% |
| Q1 2022 | $6,106,000 | -8.7% | 79,944 | 0.0% | 2.06% | -0.3% |
| Q4 2021 | $6,689,000 | +1.6% | 79,944 | -10.3% | 2.06% | -7.1% |
| Q3 2021 | $6,584,000 | -1.0% | 89,088 | 0.0% | 2.22% | +10.5% |
| Q2 2021 | $6,652,000 | +14.7% | 89,088 | 0.0% | 2.01% | +3.3% |
| Q1 2021 | $5,800,000 | -99.9% | 89,088 | 0.0% | 1.95% | -7.7% |
| Q4 2020 | $5,685,596,000 | +110385.7% | 89,088 | +300.0% | 2.11% | -8.1% |
| Q3 2020 | $5,146,000 | +11.4% | 22,272 | 0.0% | 2.30% | -4.4% |
| Q2 2020 | $4,621,000 | +25.7% | 22,272 | 0.0% | 2.40% | +7.7% |
| Q1 2020 | $3,675,000 | -14.8% | 22,272 | 0.0% | 2.23% | -1.3% |
| Q4 2019 | $4,313,000 | +7.6% | 22,272 | 0.0% | 2.26% | -2.6% |
| Q3 2019 | $4,010,000 | +0.5% | 22,272 | 0.0% | 2.32% | +3.5% |
| Q2 2019 | $3,992,000 | +4.0% | 22,272 | 0.0% | 2.24% | -2.2% |
| Q1 2019 | $3,839,000 | +14.4% | 22,272 | 0.0% | 2.29% | +8.2% |
| Q4 2018 | $3,356,000 | – | 22,272 | – | 2.12% | – |
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% |