ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,120 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $740,304 | -31.8% | 10,820 | -29.7% | 0.14% | -36.0% |
| Q2 2023 | $1,085,392 | +10.3% | 15,400 | 0.0% | 0.21% | -4.5% |
| Q1 2023 | $983,906 | +7.8% | 15,400 | -1.3% | 0.22% | 0.0% |
| Q4 2022 | $912,600 | +1.1% | 15,600 | 0.0% | 0.22% | -16.6% |
| Q3 2022 | $903,000 | -4.0% | 15,600 | 0.0% | 0.26% | -4.0% |
| Q2 2022 | $941,000 | -53.3% | 15,600 | -35.3% | 0.28% | -59.6% |
| Q1 2022 | $2,017,000 | 0.0% | 24,100 | 0.0% | 0.68% | +4.8% |
| Q4 2021 | $2,017,000 | +13.3% | 24,100 | 0.0% | 0.65% | -34.4% |
| Q3 2021 | $1,781,000 | +1.6% | 24,100 | 0.0% | 0.99% | +4.2% |
| Q2 2021 | $1,753,000 | +0.9% | 24,100 | -9.7% | 0.95% | -10.7% |
| Q1 2021 | $1,738,000 | +2.0% | 26,700 | 0.0% | 1.07% | -3.3% |
| Q4 2020 | $1,704,000 | – | 26,700 | – | 1.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |