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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $5,130,000 | -36.3% | 67,171 | -30.2% | 4.84% | -28.0% |
| Q4 2021 | $8,051,000 | +19.3% | 96,219 | +5.4% | 6.71% | +9.1% |
| Q3 2021 | $6,750,000 | +116.4% | 91,328 | +112.9% | 6.15% | +103.1% |
| Q2 2021 | $3,119,000 | +244.6% | 42,893 | +208.5% | 3.03% | +222.0% |
| Q1 2021 | $905,000 | -80.0% | 13,902 | -80.4% | 0.94% | -75.9% |
| Q4 2020 | $4,524,000 | – | 70,891 | – | 3.90% | – |
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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% |