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. | 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% |