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 | $978,886 | +85918.1% | 14,307 | -11.4% | 0.04% | -10.4% |
| Q2 2023 | $1,138 | +8.7% | 16,144 | -1.5% | 0.05% | +6.7% |
| Q1 2023 | $1,047 | +12.3% | 16,388 | +2.9% | 0.04% | +7.1% |
| Q4 2022 | $932 | -99.9% | 15,922 | -1.5% | 0.04% | -33.3% |
| Q3 2022 | $935,000 | -69.5% | 16,166 | -68.2% | 0.06% | -53.3% |
| Q2 2022 | $3,064,000 | -21.3% | 50,773 | -0.4% | 0.14% | -8.2% |
| Q1 2022 | $3,894,000 | +299.0% | 50,980 | +337.0% | 0.15% | +320.0% |
| Q4 2021 | $976,000 | +13.0% | 11,666 | -0.2% | 0.04% | +6.1% |
| Q3 2021 | $864,000 | +4.7% | 11,695 | +3.1% | 0.03% | +6.5% |
| Q2 2021 | $825,000 | +243.8% | 11,343 | +208.4% | 0.03% | +244.4% |
| Q1 2021 | $240,000 | +19.4% | 3,678 | +175.5% | 0.01% | -25.0% |
| Q4 2018 | $201,000 | -50.7% | 1,335 | -42.0% | 0.01% | -40.0% |
| Q3 2018 | $408,000 | +10.6% | 2,302 | +1.4% | 0.02% | +5.3% |
| Q2 2018 | $369,000 | -18.4% | 2,270 | -22.1% | 0.02% | -17.4% |
| Q1 2018 | $452,000 | +6.1% | 2,914 | +4.4% | 0.02% | -20.7% |
| Q4 2017 | $426,000 | -23.1% | 2,791 | -27.8% | 0.03% | 0.0% |
| Q3 2017 | $554,000 | +7.8% | 3,864 | +2.8% | 0.03% | +3.6% |
| Q2 2017 | $514,000 | -88.2% | 3,758 | -88.7% | 0.03% | -88.4% |
| Q1 2017 | $4,368,000 | -69.1% | 33,215 | -71.4% | 0.24% | -70.0% |
| Q4 2016 | $14,120,000 | +52.1% | 115,938 | +51.9% | 0.81% | +47.1% |
| Q3 2016 | $9,283,000 | +23.4% | 76,303 | +18.3% | 0.55% | +22.3% |
| Q2 2016 | $7,522,000 | -46.5% | 64,520 | -46.8% | 0.45% | -46.3% |
| Q1 2016 | $14,067,000 | – | 121,387 | – | 0.84% | – |
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% |