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 | $22,103,935 | -2.6% | 323,064 | +0.3% | 1.97% | +2.7% |
| Q2 2023 | $22,691,104 | +8.8% | 321,998 | -1.4% | 1.92% | +3.3% |
| Q1 2023 | $20,855,072 | +11.0% | 326,474 | +1.6% | 1.86% | +7.9% |
| Q4 2022 | $18,791,501 | -10.0% | 321,223 | -11.0% | 1.72% | -17.7% |
| Q3 2022 | $20,879,000 | +11.5% | 360,975 | +16.3% | 2.09% | +13.0% |
| Q2 2022 | $18,727,000 | -35.8% | 310,313 | -18.8% | 1.85% | -22.5% |
| Q1 2022 | $29,192,000 | -12.6% | 382,194 | -4.3% | 2.39% | -7.4% |
| Q4 2021 | $33,410,000 | +10.1% | 399,310 | -2.7% | 2.58% | +33.6% |
| Q3 2021 | $30,332,000 | -0.1% | 410,449 | -1.7% | 1.93% | -2.2% |
| Q2 2021 | $30,371,000 | +10.5% | 417,641 | -1.1% | 1.97% | +7.8% |
| Q1 2021 | $27,494,000 | -6.3% | 422,276 | -8.1% | 1.83% | -9.4% |
| Q4 2020 | $29,334,000 | +3.1% | 459,714 | +273.4% | 2.02% | -6.7% |
| Q3 2020 | $28,452,000 | +12.0% | 123,127 | +0.6% | 2.17% | +1.1% |
| Q2 2020 | $25,400,000 | +59.2% | 122,414 | +26.7% | 2.14% | +3.8% |
| Q1 2020 | $15,951,000 | -10.5% | 96,644 | +5.0% | 2.06% | +13.2% |
| Q4 2019 | $17,820,000 | -1.8% | 92,028 | -8.7% | 1.82% | -5.4% |
| Q3 2019 | $18,152,000 | +1336.1% | 100,826 | +991.4% | 1.93% | +452.7% |
| Q2 2017 | $1,264,000 | +72.7% | 9,238 | +66.1% | 0.35% | +71.1% |
| Q1 2017 | $732,000 | – | 5,563 | – | 0.20% | – |
Download | ||||||
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% |