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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $218,951 | +6.3% | 3,427 | -2.7% | 0.12% | +13.3% |
| Q4 2022 | $206,037 | +2.0% | 3,522 | +0.8% | 0.10% | -16.7% |
| Q3 2022 | $202,000 | -5.2% | 3,494 | -1.1% | 0.13% | +14.5% |
| Q2 2022 | $213,000 | -22.0% | 3,532 | -1.0% | 0.11% | -26.7% |
| Q1 2022 | $273,000 | -13.6% | 3,568 | -5.6% | 0.15% | +4.9% |
| Q4 2021 | $316,000 | +19.7% | 3,779 | +5.7% | 0.14% | +14.4% |
| Q3 2021 | $264,000 | -1.5% | 3,574 | -3.1% | 0.12% | -16.7% |
| Q2 2021 | $268,000 | +11.7% | 3,687 | 0.0% | 0.15% | +8.7% |
| Q1 2021 | $240,000 | +130.8% | 3,687 | +585.3% | 0.14% | +76.9% |
| Q4 2019 | $104,000 | – | 538 | – | 0.08% | – |
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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% |