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 | $36,400 | +1091.9% | 532 | +1137.2% | 0.00% | – |
| Q2 2023 | $3,054 | -63.8% | 43 | -67.4% | 0.00% | -100.0% |
| Q1 2023 | $8,434 | +234.5% | 132 | +207.0% | 0.00% | – |
| Q4 2022 | $2,521 | +26.0% | 43 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | -33.3% | 43 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | -25.0% | 43 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | +33.3% | 43 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | +50.0% | 43 | +290.9% | 0.00% | – |
| Q3 2020 | $2,000 | -99.0% | 11 | -98.8% | 0.00% | -100.0% |
| Q2 2020 | $195,000 | +25.8% | 941 | 0.0% | 0.04% | +9.1% |
| Q1 2020 | $155,000 | -14.8% | 941 | 0.0% | 0.03% | +10.0% |
| Q4 2019 | $182,000 | +7.7% | 941 | +0.1% | 0.03% | 0.0% |
| Q3 2019 | $169,000 | 0.0% | 940 | 0.0% | 0.03% | +3.4% |
| Q2 2019 | $169,000 | +119.5% | 940 | +110.8% | 0.03% | +123.1% |
| Q1 2019 | $77,000 | +3750.0% | 446 | +4360.0% | 0.01% | – |
| Q4 2018 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q3 2018 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q2 2018 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2018 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2017 | $2,000 | +100.0% | 10 | 0.0% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q3 2016 | $1,000 | -97.9% | 10 | -97.5% | 0.00% | -100.0% |
| Q1 2016 | $47,000 | – | 405 | – | 0.01% | – |
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% |