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 | $783,953 | +27.7% | 11,458 | +31.5% | 0.09% | +26.4% |
Q2 2023 | $614,097 | +13.2% | 8,713 | +2.6% | 0.07% | +1.4% |
Q1 2023 | $542,401 | +22.9% | 8,490 | +12.5% | 0.07% | +9.2% |
Q4 2022 | $441,406 | -9.4% | 7,545 | -10.5% | 0.06% | -18.8% |
Q3 2022 | $487,000 | -4.1% | 8,426 | +0.1% | 0.08% | -3.6% |
Q2 2022 | $508,000 | -40.4% | 8,414 | -24.6% | 0.08% | -36.2% |
Q1 2022 | $853,000 | -5.1% | 11,165 | +3.9% | 0.13% | -3.7% |
Q4 2021 | $899,000 | +17.4% | 10,743 | +3.6% | 0.14% | +6.3% |
Q3 2021 | $766,000 | +15.2% | 10,366 | +13.4% | 0.13% | +10.4% |
Q2 2021 | $665,000 | +30.6% | 9,142 | +16.9% | 0.12% | +16.2% |
Q1 2021 | $509,000 | -8.5% | 7,823 | -10.2% | 0.10% | -16.8% |
Q4 2020 | $556,000 | +5.5% | 8,712 | +281.8% | 0.12% | -8.5% |
Q3 2020 | $527,000 | -13.3% | 2,282 | -22.1% | 0.13% | -29.3% |
Q2 2020 | $608,000 | +71.8% | 2,928 | +36.5% | 0.18% | +1.1% |
Q1 2020 | $354,000 | -58.9% | 2,145 | -51.1% | 0.18% | -52.7% |
Q4 2019 | $861,000 | -85.0% | 4,388 | -86.6% | 0.38% | -87.5% |
Q3 2019 | $5,731,000 | +1.3% | 32,771 | +5.4% | 3.08% | +0.5% |
Q2 2019 | $5,660,000 | +5.0% | 31,104 | -0.5% | 3.07% | -4.8% |
Q1 2019 | $5,388,000 | +40.9% | 31,258 | +23.1% | 3.23% | +16.3% |
Q4 2018 | $3,825,000 | -5.9% | 25,385 | +10.7% | 2.78% | +18.8% |
Q3 2018 | $4,063,000 | +8.9% | 22,935 | -0.1% | 2.34% | +6.6% |
Q2 2018 | $3,732,000 | +3.8% | 22,952 | -1.0% | 2.19% | -4.7% |
Q1 2018 | $3,594,000 | +3.8% | 23,177 | +2.2% | 2.30% | -2.2% |
Q4 2017 | $3,464,000 | +12.4% | 22,677 | +5.5% | 2.35% | +33.0% |
Q3 2017 | $3,081,000 | +16.4% | 21,486 | +11.0% | 1.77% | +4.4% |
Q2 2017 | $2,648,000 | +3.5% | 19,363 | -0.6% | 1.69% | -7.8% |
Q1 2017 | $2,558,000 | +23.5% | 19,473 | +14.6% | 1.84% | +8.8% |
Q4 2016 | $2,071,000 | – | 16,997 | – | 1.69% | – |
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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% |