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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,030,135 | +10.8% | 14,616 | +0.8% | 0.95% | +10.7% |
| Q1 2023 | $930,060 | +4.5% | 14,505 | -4.7% | 0.86% | +7.0% |
| Q4 2022 | $890,429 | +1.2% | 15,221 | 0.0% | 0.80% | +0.6% |
| Q3 2022 | $880,000 | -2.1% | 15,221 | +2.2% | 0.80% | +7.2% |
| Q2 2022 | $899,000 | -17.9% | 14,898 | +3.9% | 0.75% | -4.5% |
| Q1 2022 | $1,095,000 | -5.6% | 14,338 | 0.0% | 0.78% | -2.5% |
| Q4 2021 | $1,160,000 | +5.7% | 14,338 | -2.4% | 0.80% | +3.0% |
| Q3 2021 | $1,097,000 | 0.0% | 14,694 | 0.0% | 0.78% | -3.8% |
| Q2 2021 | $1,097,000 | +8.6% | 14,694 | 0.0% | 0.81% | +7.7% |
| Q1 2021 | $1,010,000 | +4.6% | 14,694 | -2.9% | 0.75% | -7.2% |
| Q4 2020 | $966,000 | +10.5% | 15,140 | +300.0% | 0.81% | -10.7% |
| Q3 2020 | $874,000 | +11.3% | 3,785 | 0.0% | 0.91% | +8.0% |
| Q2 2020 | $785,000 | +25.6% | 3,785 | 0.0% | 0.84% | +15.1% |
| Q1 2020 | $625,000 | -17.8% | 3,785 | -3.6% | 0.73% | +0.6% |
| Q4 2019 | $760,000 | – | 3,928 | – | 0.72% | – |
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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% |