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 | $88,399 | -2.9% | 1,292 | 0.0% | 0.04% | -2.7% |
| Q2 2023 | $91,061 | +10.3% | 1,292 | 0.0% | 0.04% | +12.1% |
| Q1 2023 | $82,546 | +9.2% | 1,292 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $75,582 | +0.8% | 1,292 | 0.0% | 0.03% | -25.0% |
| Q3 2022 | $75,000 | -3.8% | 1,292 | 0.0% | 0.04% | -8.3% |
| Q2 2022 | $78,000 | -21.2% | 1,292 | 0.0% | 0.05% | -14.3% |
| Q1 2022 | $99,000 | -8.3% | 1,292 | 0.0% | 0.06% | -12.5% |
| Q4 2021 | $108,000 | +13.7% | 1,292 | 0.0% | 0.06% | +1.6% |
| Q3 2021 | $95,000 | +1.1% | 1,292 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $94,000 | -82.7% | 1,292 | -84.5% | 0.06% | -86.8% |
| Q1 2021 | $543,000 | -1.6% | 8,334 | -3.6% | 0.48% | -2.8% |
| Q4 2020 | $552,000 | -84.9% | 8,644 | -45.5% | 0.49% | -85.6% |
| Q3 2020 | $3,662,000 | -7.3% | 15,849 | -16.8% | 3.43% | -1.5% |
| Q2 2020 | $3,952,000 | -51.8% | 19,047 | -61.7% | 3.48% | -44.3% |
| Q1 2020 | $8,203,000 | -9.1% | 49,701 | +6.6% | 6.25% | +20.5% |
| Q4 2019 | $9,028,000 | – | 46,622 | – | 5.18% | – |
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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% |