ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,065 | -2.9% | 3,421 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $241,112 | +6.7% | 3,421 | -3.3% | 0.05% | +4.5% |
| Q1 2023 | $225,915 | +109037.7% | 3,536 | 0.0% | 0.04% | +10.0% |
| Q4 2022 | $207 | -99.9% | 3,536 | +2.5% | 0.04% | 0.0% |
| Q2 2022 | $209,000 | -20.8% | 3,450 | 0.0% | 0.04% | -7.0% |
| Q1 2022 | $264,000 | -13.4% | 3,450 | -5.4% | 0.04% | -14.0% |
| Q4 2021 | $305,000 | +13.4% | 3,646 | 0.0% | 0.05% | -5.7% |
| Q3 2021 | $269,000 | +1.1% | 3,646 | -0.1% | 0.05% | -7.0% |
| Q2 2021 | $266,000 | +11.8% | 3,648 | 0.0% | 0.06% | +5.6% |
| Q1 2021 | $238,000 | +108.8% | 3,648 | +473.6% | 0.05% | +145.5% |
| Q1 2019 | $114,000 | – | 636 | – | 0.02% | – |
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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% |