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 | $375,215 | +8.6% | 5,484 | +11.8% | 0.16% | +12.3% |
| Q2 2023 | $345,634 | +10.3% | 4,904 | 0.0% | 0.14% | +10.4% |
| Q1 2023 | $313,317 | +9.2% | 4,904 | 0.0% | 0.12% | +4.2% |
| Q4 2022 | $286,884 | -5.0% | 4,904 | -2.1% | 0.12% | -7.0% |
| Q3 2022 | $302,000 | 0.0% | 5,009 | 0.0% | 0.13% | 0.0% |
| Q2 2022 | $302,000 | -28.8% | 5,009 | -9.7% | 0.13% | -18.9% |
| Q1 2022 | $424,000 | -9.6% | 5,546 | -1.0% | 0.16% | -9.1% |
| Q4 2021 | $469,000 | +19.0% | 5,602 | +5.1% | 0.18% | +19.0% |
| Q3 2021 | $394,000 | +8.2% | 5,329 | +6.4% | 0.15% | +11.4% |
| Q2 2021 | $364,000 | +11.7% | 5,008 | 0.0% | 0.13% | -0.8% |
| Q1 2021 | $326,000 | -7.6% | 5,008 | -9.3% | 0.13% | -14.2% |
| Q4 2020 | $353,000 | +10.7% | 5,524 | +300.0% | 0.16% | -5.5% |
| Q3 2020 | $319,000 | +10.0% | 1,381 | -1.1% | 0.16% | 0.0% |
| Q2 2020 | $290,000 | +27.2% | 1,396 | +1.1% | 0.16% | +3.8% |
| Q1 2020 | $228,000 | -14.6% | 1,381 | 0.0% | 0.16% | -8.7% |
| Q4 2019 | $267,000 | +99.3% | 1,381 | +80.8% | 0.17% | +103.5% |
| Q1 2019 | $134,000 | +7.2% | 764 | -7.8% | 0.08% | -10.5% |
| Q4 2018 | $125,000 | – | 829 | – | 0.10% | – |
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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% |