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 | $18,349,847 | -3.1% | 268,194 | -0.1% | 6.33% | -2.3% |
| Q2 2023 | $18,927,841 | +10.1% | 268,556 | -0.2% | 6.48% | +4.9% |
| Q1 2023 | $17,193,834 | +10.8% | 269,116 | +1.4% | 6.18% | +8.7% |
| Q4 2022 | $15,520,003 | -1.1% | 265,299 | -2.2% | 5.69% | -8.4% |
| Q3 2022 | $15,697,956 | -2.9% | 271,356 | +1.3% | 6.21% | -1.5% |
| Q2 2022 | $16,169,949 | -13.2% | 267,936 | +9.9% | 6.31% | -8.2% |
| Q1 2022 | $18,622,834 | -3.5% | 243,818 | +5.7% | 6.87% | -16.8% |
| Q4 2021 | $19,296,661 | +14.0% | 230,628 | +0.7% | 8.26% | +5.2% |
| Q3 2021 | $16,929,322 | -1.9% | 229,053 | -3.4% | 7.85% | -3.4% |
| Q2 2021 | $17,251,279 | +7.1% | 237,196 | -4.1% | 8.12% | +4.2% |
| Q1 2021 | $16,110,050 | +0.8% | 247,428 | -1.2% | 7.80% | -6.2% |
| Q4 2020 | $15,983,604 | +9.9% | 250,448 | +297.8% | 8.31% | -3.3% |
| Q3 2020 | $14,547,537 | +8.5% | 62,955 | -2.6% | 8.60% | -3.2% |
| Q2 2020 | $13,404,798 | +24.4% | 64,605 | -1.0% | 8.89% | -12.4% |
| Q1 2020 | $10,775,215 | -6.9% | 65,285 | +9.3% | 10.14% | +12.5% |
| Q4 2019 | $11,567,936 | – | 59,739 | – | 9.01% | – |
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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% |