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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $604,021 | -2.6% | 8,799 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $620,188 | +10.3% | 8,799 | 0.0% | 0.04% | +2.7% |
| Q1 2023 | $562,199 | +305.2% | 8,799 | +271.1% | 0.04% | +311.1% |
| Q4 2022 | $138,732 | -32.0% | 2,371 | -32.9% | 0.01% | -35.7% |
| Q3 2022 | $204,000 | -62.5% | 3,534 | -60.8% | 0.01% | -60.0% |
| Q2 2022 | $544,000 | -29.8% | 9,021 | -11.1% | 0.04% | -14.6% |
| Q1 2022 | $775,000 | -14.6% | 10,146 | -6.5% | 0.04% | -8.9% |
| Q4 2021 | $908,000 | +11.5% | 10,850 | -1.4% | 0.04% | +2.3% |
| Q3 2021 | $814,000 | +0.1% | 11,007 | -1.5% | 0.04% | +2.3% |
| Q2 2021 | $813,000 | +11.7% | 11,179 | 0.0% | 0.04% | +4.9% |
| Q1 2021 | $728,000 | -41.1% | 11,179 | -42.2% | 0.04% | -46.1% |
| Q4 2020 | $1,235,000 | -36.0% | 19,351 | +131.6% | 0.08% | -51.3% |
| Q3 2020 | $1,931,000 | -13.0% | 8,355 | -21.9% | 0.16% | -19.6% |
| Q2 2020 | $2,220,000 | -20.1% | 10,701 | -36.5% | 0.19% | -30.0% |
| Q1 2020 | $2,780,000 | -31.6% | 16,845 | -19.8% | 0.28% | -14.8% |
| Q4 2019 | $4,066,000 | -32.3% | 20,998 | -37.1% | 0.32% | -37.9% |
| Q3 2019 | $6,010,000 | -4.2% | 33,386 | -4.6% | 0.52% | -6.4% |
| Q2 2019 | $6,271,000 | +3.4% | 34,986 | -0.6% | 0.56% | -0.5% |
| Q1 2019 | $6,066,000 | +42.7% | 35,194 | +24.7% | 0.56% | +23.0% |
| Q4 2018 | $4,252,000 | -51.5% | 28,223 | -43.0% | 0.46% | -40.5% |
| Q3 2018 | $8,767,000 | -34.1% | 49,485 | -39.5% | 0.77% | -43.8% |
| Q2 2018 | $13,301,000 | +146.5% | 81,797 | +135.1% | 1.37% | +146.1% |
| Q1 2018 | $5,395,000 | – | 34,789 | – | 0.56% | – |
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% |