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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $355,823 | +9.8% | 4,738 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $324,173 | -2.9% | 4,738 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $333,934 | +10.3% | 4,738 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $302,710 | +109181.6% | 4,738 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $277 | -99.9% | 4,738 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $274,000 | -4.2% | 4,738 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $286,000 | -21.0% | 4,738 | 0.0% | 0.02% | -5.9% |
| Q1 2022 | $362,000 | -11.7% | 4,738 | -3.3% | 0.02% | -5.6% |
| Q4 2021 | $410,000 | +13.3% | 4,898 | 0.0% | 0.02% | +5.9% |
| Q3 2021 | $362,000 | +1.7% | 4,898 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $356,000 | +7.6% | 4,898 | -3.7% | 0.02% | 0.0% |
| Q1 2021 | $331,000 | +1.8% | 5,088 | 0.0% | 0.02% | -5.6% |
| Q4 2020 | $325,000 | +10.5% | 5,088 | +300.0% | 0.02% | 0.0% |
| Q3 2020 | $294,000 | -2.3% | 1,272 | -12.4% | 0.02% | -10.0% |
| Q2 2020 | $301,000 | +20.4% | 1,452 | +12.3% | 0.02% | +25.0% |
| Q4 2019 | $250,000 | – | 1,293 | – | 0.02% | – |
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% |