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 | $13,359,560 | -1.5% | 195,258 | +1.4% | 7.57% | -0.6% |
| Q2 2023 | $13,565,434 | +0.5% | 192,472 | -8.9% | 7.61% | +4.4% |
| Q1 2023 | $13,493,520 | +12.1% | 211,199 | +2.7% | 7.29% | +5.7% |
| Q4 2022 | $12,033,594 | +2.7% | 205,702 | +1.6% | 6.90% | -5.9% |
| Q3 2022 | $11,713,000 | -1.7% | 202,476 | +2.6% | 7.33% | -0.7% |
| Q2 2022 | $11,914,000 | -14.7% | 197,409 | +8.0% | 7.38% | -10.1% |
| Q1 2022 | $13,965,000 | -6.9% | 182,841 | +1.9% | 8.21% | -4.3% |
| Q4 2021 | $15,008,000 | +14.6% | 179,367 | +1.3% | 8.57% | +6.2% |
| Q3 2021 | $13,091,000 | +2.0% | 177,121 | +0.4% | 8.07% | +0.7% |
| Q2 2021 | $12,837,000 | +13.7% | 176,502 | +1.8% | 8.01% | +5.6% |
| Q1 2021 | $11,288,000 | +16.0% | 173,369 | +13.7% | 7.59% | +2.8% |
| Q4 2020 | $9,731,000 | +6.7% | 152,482 | +286.2% | 7.38% | +2.9% |
| Q3 2020 | $9,123,000 | +12.4% | 39,481 | +0.9% | 7.18% | +0.6% |
| Q2 2020 | $8,119,000 | +28.2% | 39,129 | +2.0% | 7.13% | +9.7% |
| Q1 2020 | $6,334,000 | -11.3% | 38,375 | +4.0% | 6.51% | -5.1% |
| Q4 2019 | $7,144,000 | – | 36,891 | – | 6.85% | – |
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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% |