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 | $347,760 | -3.0% | 5,083 | -0.0% | 0.03% | -3.4% |
| Q2 2023 | $358,372 | +10.6% | 5,085 | +0.2% | 0.03% | +7.4% |
| Q1 2023 | $324,166 | +111681.4% | 5,074 | +2.4% | 0.03% | 0.0% |
| Q4 2022 | $290 | -99.9% | 4,956 | -8.0% | 0.03% | -15.6% |
| Q3 2022 | $312,000 | -96.7% | 5,385 | -96.5% | 0.03% | -96.2% |
| Q2 2022 | $9,391,000 | -12.6% | 155,605 | +10.5% | 0.84% | -2.5% |
| Q1 2022 | $10,751,000 | -4.0% | 140,759 | +5.2% | 0.86% | -5.8% |
| Q4 2021 | $11,198,000 | +12.8% | 133,841 | -0.3% | 0.92% | -10.2% |
| Q3 2021 | $9,923,000 | +0.7% | 134,265 | -0.9% | 1.02% | +3.1% |
| Q2 2021 | $9,857,000 | +56.6% | 135,524 | +40.1% | 0.99% | +49.7% |
| Q1 2021 | $6,296,000 | +10.7% | 96,705 | +8.5% | 0.66% | +3.8% |
| Q4 2020 | $5,690,000 | +817.7% | 89,157 | +3224.3% | 0.64% | +633.3% |
| Q3 2020 | $620,000 | +175.6% | 2,682 | +97.4% | 0.09% | +107.1% |
| Q1 2020 | $225,000 | -79.7% | 1,359 | -76.3% | 0.04% | -78.8% |
| Q4 2019 | $1,109,000 | – | 5,726 | – | 0.20% | – |
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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% |