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 2022 | $1,323,000 | -6.5% | 22,870 | -2.4% | 0.59% | +2.4% |
| Q2 2022 | $1,415,000 | -26.3% | 23,436 | -6.7% | 0.58% | -9.8% |
| Q1 2022 | $1,919,000 | -9.8% | 25,130 | -1.1% | 0.64% | +2.7% |
| Q4 2021 | $2,127,000 | +7.1% | 25,422 | -5.4% | 0.62% | -3.7% |
| Q3 2021 | $1,986,000 | -10.0% | 26,869 | -11.4% | 0.65% | -8.1% |
| Q2 2021 | $2,207,000 | -17.8% | 30,343 | -26.4% | 0.71% | -24.4% |
| Q1 2021 | $2,686,000 | +1.4% | 41,250 | -0.7% | 0.93% | -3.2% |
| Q4 2020 | $2,650,000 | +7.5% | 41,526 | +289.4% | 0.96% | -1.5% |
| Q3 2020 | $2,464,000 | +1.9% | 10,664 | -8.4% | 0.98% | -4.4% |
| Q2 2020 | $2,417,000 | +19.6% | 11,647 | -4.9% | 1.02% | -10.2% |
| Q1 2020 | $2,021,000 | -30.5% | 12,245 | -18.5% | 1.14% | -30.4% |
| Q4 2019 | $2,908,000 | +17.5% | 15,016 | +9.3% | 1.64% | +11.2% |
| Q3 2019 | $2,474,000 | +566.8% | 13,744 | +563.6% | 1.47% | +501.6% |
| Q2 2019 | $371,000 | – | 2,071 | – | 0.24% | – |
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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% |