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 | $74,701 | +16.6% | 1,092 | +20.1% | 0.04% | +22.6% |
| Q2 2023 | $64,052 | +16.9% | 909 | +6.1% | 0.03% | +6.9% |
| Q1 2023 | $54,775 | +9.5% | 857 | +0.2% | 0.03% | 0.0% |
| Q4 2022 | $50,034 | -28.5% | 855 | -28.9% | 0.03% | -29.3% |
| Q3 2022 | $70,000 | +600.0% | 1,203 | +599.4% | 0.04% | +583.3% |
| Q2 2022 | $10,000 | -23.1% | 172 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $13,000 | -56.7% | 172 | -51.4% | 0.01% | -57.1% |
| Q4 2021 | $30,000 | +30.4% | 354 | +12.0% | 0.01% | 0.0% |
| Q3 2021 | $23,000 | +43.8% | 316 | +43.6% | 0.01% | +40.0% |
| Q2 2021 | $16,000 | +14.3% | 220 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $14,000 | 0.0% | 220 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $14,000 | +7.7% | 220 | +300.0% | 0.01% | -7.7% |
| Q3 2020 | $13,000 | – | 55 | – | 0.01% | – |
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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% |