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 | $1,830,998 | +109.7% | 26,761 | +116.1% | 0.17% | +103.6% |
| Q2 2023 | $872,951 | +18.0% | 12,386 | +7.0% | 0.08% | +9.2% |
| Q1 2023 | $739,641 | -15.4% | 11,577 | -22.5% | 0.08% | -24.8% |
| Q4 2022 | $873,914 | +304.6% | 14,939 | +318.3% | 0.10% | +274.1% |
| Q2 2022 | $216,000 | -43.5% | 3,571 | -21.8% | 0.03% | -43.8% |
| Q4 2021 | $382,000 | +39.4% | 4,566 | +21.1% | 0.05% | +11.6% |
| Q2 2021 | $274,000 | -96.7% | 3,771 | -90.6% | 0.04% | -98.5% |
| Q2 2020 | $8,294,000 | +4866.5% | 39,973 | +4221.4% | 2.92% | +2219.8% |
| Q3 2019 | $167,000 | – | 925 | – | 0.13% | – |
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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% |