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 | $572,334 | -2.9% | 8,365 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $589,565 | +42.3% | 8,365 | +29.0% | 0.01% | +25.0% |
| Q1 2023 | $414,455 | -9.9% | 6,487 | -17.5% | 0.01% | -11.1% |
| Q4 2022 | $460,220 | +7.0% | 7,867 | +5.6% | 0.01% | 0.0% |
| Q3 2022 | $430,000 | -38.6% | 7,447 | -35.9% | 0.01% | -40.0% |
| Q2 2022 | $700,000 | -15.3% | 11,611 | +7.4% | 0.02% | 0.0% |
| Q1 2022 | $826,000 | -22.4% | 10,811 | -14.9% | 0.02% | -11.8% |
| Q4 2021 | $1,064,000 | +13.3% | 12,711 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $939,000 | +72.3% | 12,711 | +69.4% | 0.02% | +54.5% |
| Q2 2021 | $545,000 | +9.2% | 7,504 | -2.0% | 0.01% | +10.0% |
| Q1 2021 | $499,000 | +2.0% | 7,660 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $489,000 | -20.5% | 7,660 | +187.4% | 0.01% | -28.6% |
| Q3 2020 | $615,000 | +101.6% | 2,665 | +81.5% | 0.01% | +75.0% |
| Q2 2020 | $305,000 | +16.9% | 1,468 | -6.9% | 0.01% | 0.0% |
| Q1 2020 | $261,000 | – | 1,577 | – | 0.01% | – |
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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% |