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 | $29,889 | -2.9% | 437 | +0.2% | 0.02% | +4.8% |
| Q2 2023 | $30,789 | +10.4% | 436 | -0.2% | 0.02% | 0.0% |
| Q1 2023 | $27,888 | +9.2% | 437 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $25,535 | -11.9% | 437 | -12.4% | 0.02% | -22.2% |
| Q3 2022 | $29,000 | -3.3% | 499 | +0.2% | 0.03% | -10.0% |
| Q2 2022 | $30,000 | -21.1% | 498 | 0.0% | 0.03% | -3.2% |
| Q1 2022 | $38,000 | -9.5% | 498 | +0.2% | 0.03% | -3.1% |
| Q4 2021 | $42,000 | +13.5% | 497 | 0.0% | 0.03% | +10.3% |
| Q3 2021 | $37,000 | +2.8% | 497 | 0.0% | 0.03% | +3.6% |
| Q2 2021 | $36,000 | +12.5% | 497 | +0.2% | 0.03% | +3.7% |
| Q1 2021 | $32,000 | -98.4% | 496 | -98.4% | 0.03% | -98.5% |
| Q4 2020 | $1,999,000 | +7.7% | 31,329 | +290.0% | 1.85% | -6.7% |
| Q3 2020 | $1,856,000 | +6.1% | 8,033 | -4.7% | 1.98% | -1.2% |
| Q2 2020 | $1,750,000 | +17.7% | 8,432 | -6.4% | 2.01% | -2.3% |
| Q1 2020 | $1,487,000 | +552.2% | 9,007 | +664.0% | 2.06% | +778.2% |
| Q4 2019 | $228,000 | – | 1,179 | – | 0.23% | – |
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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% |