ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,120 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,392,000 | +14.4% | 28,587 | +1.0% | 0.41% | 0.0% |
| Q3 2021 | $2,091,000 | +0.4% | 28,297 | -1.2% | 0.41% | -1.0% |
| Q2 2021 | $2,083,000 | +10.2% | 28,643 | -1.4% | 0.42% | +2.5% |
| Q1 2021 | $1,891,000 | +6.6% | 29,043 | +4.5% | 0.40% | -2.2% |
| Q4 2020 | $1,774,000 | +35.5% | 27,800 | +390.7% | 0.41% | +14.4% |
| Q3 2020 | $1,309,000 | +11.7% | 5,665 | +0.2% | 0.36% | +2.8% |
| Q2 2020 | $1,172,000 | +13.6% | 5,651 | -9.6% | 0.35% | -0.6% |
| Q1 2020 | $1,032,000 | -17.2% | 6,254 | -2.9% | 0.35% | +18.8% |
| Q4 2019 | $1,247,000 | +8.3% | 6,441 | +0.8% | 0.30% | +4.9% |
| Q3 2019 | $1,151,000 | -31.6% | 6,392 | -31.9% | 0.28% | -34.0% |
| Q2 2019 | $1,683,000 | +8.8% | 9,388 | +4.7% | 0.43% | +11.4% |
| Q1 2019 | $1,547,000 | +24.6% | 8,966 | +8.7% | 0.39% | +6.9% |
| Q4 2018 | $1,242,000 | – | 8,246 | – | 0.36% | – |
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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% |