ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $360,757 | +33.6% | 5,273 | +37.6% | 0.05% | +31.6% |
| Q2 2023 | $270,079 | +10.3% | 3,832 | 0.0% | 0.04% | -2.6% |
| Q1 2023 | $244,826 | +9.2% | 3,832 | 0.0% | 0.04% | -23.5% |
| Q4 2022 | $224,172 | +3.8% | 3,832 | +2.5% | 0.05% | -10.5% |
| Q3 2022 | $216,000 | -4.4% | 3,740 | 0.0% | 0.06% | +42.5% |
| Q2 2022 | $226,000 | -21.0% | 3,740 | 0.0% | 0.04% | -11.1% |
| Q1 2022 | $286,000 | -8.6% | 3,740 | 0.0% | 0.04% | +18.4% |
| Q4 2021 | $313,000 | +13.4% | 3,740 | 0.0% | 0.04% | -5.0% |
| Q3 2021 | $276,000 | +1.5% | 3,740 | 0.0% | 0.04% | -11.1% |
| Q2 2021 | $272,000 | +11.5% | 3,740 | 0.0% | 0.04% | -13.5% |
| Q1 2021 | $244,000 | +2.1% | 3,740 | 0.0% | 0.05% | -33.3% |
| Q4 2020 | $239,000 | – | 3,740 | – | 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% |