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 2021 | $1,570,000 | -55.6% | 21,239 | -56.3% | 0.78% | -42.5% |
| Q2 2021 | $3,536,000 | +36.7% | 48,613 | +22.4% | 1.36% | +40.0% |
| Q1 2021 | $2,587,000 | -43.7% | 39,728 | -44.8% | 0.97% | -43.1% |
| Q4 2020 | $4,596,000 | -28.1% | 72,017 | +160.5% | 1.71% | -31.9% |
| Q3 2020 | $6,389,000 | +3.7% | 27,650 | -6.9% | 2.51% | -2.8% |
| Q2 2020 | $6,162,000 | +52.9% | 29,697 | +21.6% | 2.58% | +20.5% |
| Q1 2020 | $4,030,000 | -26.8% | 24,419 | -21.6% | 2.14% | -18.4% |
| Q4 2019 | $5,503,000 | – | 31,142 | – | 2.63% | – |
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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% |