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 | $1,109,151 | +83.6% | 16,211 | +89.1% | 0.11% | +86.2% |
| Q2 2023 | $604,149 | +48.9% | 8,572 | +35.0% | 0.06% | +38.1% |
| Q1 2023 | $405,740 | +8.3% | 6,351 | -0.9% | 0.04% | +2.4% |
| Q4 2022 | $374,796 | -0.3% | 6,407 | -1.3% | 0.04% | -2.4% |
| Q3 2022 | $376,000 | -5.1% | 6,494 | -0.9% | 0.04% | +2.4% |
| Q2 2022 | $396,000 | -20.2% | 6,556 | +1.0% | 0.04% | -6.8% |
| Q1 2022 | $496,000 | +9.3% | 6,493 | +19.6% | 0.04% | +10.0% |
| Q4 2021 | $454,000 | +5.8% | 5,430 | +0.0% | 0.04% | +5.3% |
| Q3 2021 | $429,000 | -23.4% | 5,429 | -29.5% | 0.04% | -53.1% |
| Q2 2021 | $560,000 | +20.4% | 7,701 | +7.4% | 0.08% | +44.6% |
| Q1 2021 | $465,000 | +51.0% | 7,170 | +48.8% | 0.06% | +40.0% |
| Q4 2020 | $308,000 | -42.8% | 4,820 | +47.9% | 0.04% | -75.2% |
| Q1 2020 | $538,000 | – | 3,259 | – | 0.16% | – |
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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% |