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 | $1,922,232 | -3.9% | 28,095 | -1.0% | 0.10% | -20.2% |
| Q2 2023 | $1,999,278 | +10.3% | 28,367 | +0.0% | 0.13% | -0.8% |
| Q1 2023 | $1,812,134 | +9.2% | 28,363 | +0.0% | 0.13% | +6.6% |
| Q4 2022 | $1,658,988 | -1.6% | 28,359 | -2.7% | 0.12% | -12.2% |
| Q3 2022 | $1,686,000 | -3.0% | 29,147 | +1.2% | 0.14% | -5.4% |
| Q2 2022 | $1,739,000 | -11.4% | 28,814 | +12.1% | 0.15% | -72.7% |
| Q1 2022 | $1,963,000 | -6.2% | 25,700 | +2.7% | 0.54% | -7.1% |
| Q4 2021 | $2,093,000 | +13.1% | 25,019 | -0.1% | 0.58% | -4.4% |
| Q3 2021 | $1,851,000 | +1.5% | 25,042 | -0.2% | 0.61% | +2.9% |
| Q2 2021 | $1,824,000 | +11.9% | 25,084 | +0.2% | 0.59% | -12.1% |
| Q1 2021 | $1,630,000 | +3.0% | 25,041 | +1.0% | 0.67% | +120.0% |
| Q4 2020 | $1,582,000 | +12.1% | 24,784 | +305.8% | 0.30% | +2.3% |
| Q3 2020 | $1,411,000 | +492.9% | 6,108 | +321.8% | 0.30% | -46.3% |
| Q1 2020 | $238,000 | -12.5% | 1,448 | +3.2% | 0.56% | +86.2% |
| Q4 2019 | $272,000 | -36.0% | 1,403 | -50.4% | 0.30% | -27.8% |
| Q4 2018 | $425,000 | – | 2,827 | – | 0.41% | – |
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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% |