ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,551,812 | -6.5% | 139,600 | -3.7% | 0.01% | 0.0% |
| Q2 2023 | $10,210,804 | -12.6% | 144,900 | -20.7% | 0.01% | -28.6% |
| Q1 2023 | $11,679,092 | +306.6% | 182,800 | +272.3% | 0.01% | +366.7% |
| Q4 2022 | $2,872,350 | -77.2% | 49,100 | -67.4% | 0.00% | -75.0% |
| Q4 2021 | $12,596,000 | +58.3% | 150,530 | +39.9% | 0.01% | +50.0% |
| Q3 2021 | $7,955,000 | +56.0% | 107,630 | +34.7% | 0.01% | +14.3% |
| Q4 2020 | $5,099,000 | -66.5% | 79,902 | +21.2% | 0.01% | -70.8% |
| Q3 2020 | $15,237,000 | +70.2% | 65,938 | +52.9% | 0.02% | +41.2% |
| Q2 2020 | $8,950,000 | +91.2% | 43,133 | +52.8% | 0.02% | +54.5% |
| Q1 2020 | $4,680,000 | +198.5% | 28,233 | +248.6% | 0.01% | +266.7% |
| Q4 2019 | $1,568,000 | +7.5% | 8,100 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $1,458,000 | +69.5% | 8,100 | +68.8% | 0.00% | +50.0% |
| Q2 2019 | $860,000 | +4.0% | 4,800 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $827,000 | +14.4% | 4,800 | 0.0% | 0.00% | +100.0% |
| Q4 2018 | $723,000 | +104.2% | 4,800 | +140.0% | 0.00% | 0.0% |
| Q3 2018 | $354,000 | +8.9% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $325,000 | +4.8% | 2,000 | 0.0% | 0.00% | – |
| Q1 2018 | $310,000 | +1.3% | 2,000 | 0.0% | 0.00% | – |
| Q4 2017 | $306,000 | +6.6% | 2,000 | 0.0% | 0.00% | – |
| Q3 2017 | $287,000 | +4.7% | 2,000 | 0.0% | 0.00% | -100.0% |
| Q2 2017 | $274,000 | +4.2% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $263,000 | +8.2% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $243,000 | +4.3% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $233,000 | +0.4% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $232,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $232,000 | – | 2,000 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |