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 2022 | $42,000 | -53.8% | 712 | -52.9% | 0.00% | -60.0% |
| Q2 2022 | $91,000 | -43.1% | 1,513 | -27.8% | 0.01% | -37.5% |
| Q1 2022 | $160,000 | -10.1% | 2,097 | -1.6% | 0.01% | -55.6% |
| Q4 2021 | $178,000 | +34.8% | 2,131 | +18.9% | 0.02% | +157.1% |
| Q3 2021 | $132,000 | +1.5% | 1,792 | 0.0% | 0.01% | +16.7% |
| Q2 2021 | $130,000 | +11.1% | 1,792 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $117,000 | -28.7% | 1,792 | -30.1% | 0.01% | -83.3% |
| Q4 2020 | $164,000 | +131.0% | 2,564 | +732.5% | 0.04% | +620.0% |
| Q3 2020 | $71,000 | +91.9% | 308 | +73.0% | 0.01% | +150.0% |
| Q2 2020 | $37,000 | +27.6% | 178 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $29,000 | -14.7% | 178 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $34,000 | +6.2% | 178 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $32,000 | 0.0% | 178 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $32,000 | +3.2% | 178 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $31,000 | +14.8% | 178 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $27,000 | -15.6% | 178 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $32,000 | -99.9% | 178 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $28,945,000 | +103275.0% | 178 | 0.0% | 0.00% | -33.3% |
| Q1 2018 | $28,000 | +3.7% | 178 | 0.0% | 0.00% | +50.0% |
| Q4 2017 | $27,000 | +3.8% | 178 | 0.0% | 0.00% | -33.3% |
| Q3 2017 | $26,000 | +8.3% | 178 | 0.0% | 0.00% | +50.0% |
| Q2 2017 | $24,000 | +4.3% | 178 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $23,000 | +4.5% | 178 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $22,000 | 0.0% | 178 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $22,000 | +4.8% | 178 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $21,000 | 0.0% | 178 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $21,000 | 0.0% | 178 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $21,000 | +10.5% | 178 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $19,000 | -5.0% | 178 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $20,000 | 0.0% | 178 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $20,000 | 0.0% | 178 | 0.0% | 0.00% | -33.3% |
| Q4 2014 | $20,000 | +5.3% | 178 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $19,000 | 0.0% | 178 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $19,000 | +5.6% | 178 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $18,000 | 0.0% | 178 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $18,000 | +12.5% | 178 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $16,000 | +6.7% | 178 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $15,000 | – | 178 | – | 0.00% | – |
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% |