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 | $848,135 | -10.6% | 12,396 | -7.9% | 0.10% | -10.2% |
Q2 2023 | $948,309 | +10.3% | 13,455 | 0.0% | 0.11% | +4.9% |
Q1 2023 | $859,640 | +9.2% | 13,455 | 0.0% | 0.10% | -1.0% |
Q4 2022 | $787,118 | +60.0% | 13,455 | +64.9% | 0.10% | +44.4% |
Q2 2022 | $492,000 | -21.0% | 8,158 | 0.0% | 0.07% | -8.9% |
Q1 2022 | $623,000 | -8.8% | 8,158 | 0.0% | 0.08% | -12.2% |
Q4 2021 | $683,000 | +2.4% | 8,158 | -9.6% | 0.09% | -25.0% |
Q3 2021 | $667,000 | +1.7% | 9,024 | 0.0% | 0.12% | +0.8% |
Q2 2021 | $656,000 | +11.6% | 9,024 | 0.0% | 0.12% | -7.0% |
Q1 2021 | $588,000 | +2.1% | 9,024 | 0.0% | 0.13% | +26.7% |
Q4 2020 | $576,000 | – | 9,024 | – | 0.10% | – |
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% |