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 | $538,602 | -4.3% | 7,872 | -1.4% | 0.27% | +2.3% |
| Q2 2023 | $562,924 | +9.6% | 7,987 | -0.6% | 0.26% | +7.8% |
| Q1 2023 | $513,484 | +8.3% | 8,037 | -0.9% | 0.24% | +5.2% |
| Q4 2022 | $474,201 | -31.0% | 8,106 | -31.8% | 0.23% | -33.4% |
| Q3 2022 | $687,000 | -4.7% | 11,884 | -0.6% | 0.35% | -3.0% |
| Q2 2022 | $721,000 | +1.1% | 11,951 | +28.0% | 0.36% | +9.4% |
| Q1 2022 | $713,000 | -22.6% | 9,340 | -15.2% | 0.33% | -11.8% |
| Q4 2021 | $921,000 | +10.0% | 11,008 | -2.8% | 0.37% | +2.7% |
| Q3 2021 | $837,000 | +1.2% | 11,326 | -0.4% | 0.36% | -4.0% |
| Q2 2021 | $827,000 | +4.8% | 11,369 | -6.2% | 0.38% | -14.1% |
| Q1 2021 | $789,000 | -6.3% | 12,117 | -8.2% | 0.44% | -18.8% |
| Q4 2020 | $842,000 | -30.8% | 13,197 | +150.8% | 0.54% | -36.4% |
| Q3 2020 | $1,216,000 | -11.4% | 5,262 | -20.4% | 0.85% | -14.4% |
| Q2 2020 | $1,372,000 | +24.1% | 6,612 | -1.4% | 1.00% | +9.1% |
| Q1 2020 | $1,106,000 | -15.8% | 6,704 | -1.2% | 0.92% | -2.8% |
| Q4 2019 | $1,313,000 | -0.6% | 6,783 | -5.2% | 0.94% | -3.6% |
| Q3 2019 | $1,321,000 | -2.5% | 7,153 | -5.4% | 0.98% | -10.1% |
| Q2 2019 | $1,355,000 | – | 7,559 | – | 1.09% | – |
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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% |