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 | $450,489 | -6.4% | 6,584 | -3.6% | 0.12% | -4.6% |
| Q2 2023 | $481,532 | +10.3% | 6,832 | 0.0% | 0.13% | -4.4% |
| Q1 2023 | $436,508 | +9.2% | 6,832 | 0.0% | 0.14% | -0.7% |
| Q4 2022 | $399,682 | +1.2% | 6,832 | 0.0% | 0.14% | -0.7% |
| Q3 2022 | $395,000 | -4.1% | 6,832 | 0.0% | 0.14% | -1.4% |
| Q2 2022 | $412,000 | -24.4% | 6,832 | -4.2% | 0.14% | -17.6% |
| Q1 2022 | $545,000 | -0.9% | 7,132 | +8.5% | 0.17% | +2.4% |
| Q4 2021 | $550,000 | +11.1% | 6,575 | -1.9% | 0.17% | 0.0% |
| Q3 2021 | $495,000 | -0.4% | 6,701 | -1.9% | 0.17% | -1.2% |
| Q2 2021 | $497,000 | +5.5% | 6,833 | -5.5% | 0.17% | -2.9% |
| Q1 2021 | $471,000 | +1.7% | 7,234 | -0.3% | 0.17% | -8.0% |
| Q4 2020 | $463,000 | -18.8% | 7,257 | +194.2% | 0.19% | -41.8% |
| Q3 2020 | $570,000 | +11.5% | 2,467 | +0.2% | 0.32% | -3.3% |
| Q2 2020 | $511,000 | +12.3% | 2,462 | +0.2% | 0.33% | +0.3% |
| Q1 2020 | $455,000 | -15.4% | 2,458 | -11.5% | 0.33% | -5.9% |
| Q4 2019 | $538,000 | – | 2,776 | – | 0.35% | – |
Download | ||||||
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% |