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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $724,449 | +8.8% | 11,339 | -0.4% | 0.48% | +3.2% |
| Q4 2022 | $665,672 | -6.1% | 11,379 | -7.2% | 0.47% | -5.8% |
| Q3 2022 | $709,000 | -8.8% | 12,259 | -4.8% | 0.50% | -2.7% |
| Q2 2022 | $777,000 | -11.9% | 12,874 | +11.5% | 0.51% | +6.0% |
| Q1 2022 | $882,000 | -6.3% | 11,544 | +2.7% | 0.48% | -3.8% |
| Q4 2021 | $941,000 | +14.2% | 11,244 | +0.9% | 0.50% | +6.1% |
| Q3 2021 | $824,000 | +2.5% | 11,144 | +220.4% | 0.47% | -29.5% |
| Q3 2020 | $804,000 | +12.0% | 3,478 | +0.6% | 0.67% | +3.5% |
| Q2 2020 | $718,000 | +20.9% | 3,458 | -3.9% | 0.65% | -5.0% |
| Q1 2020 | $594,000 | -14.4% | 3,598 | +0.4% | 0.68% | +11.4% |
| Q4 2019 | $694,000 | +6.4% | 3,582 | -1.1% | 0.61% | -0.5% |
| Q3 2019 | $652,000 | +4.2% | 3,622 | +3.6% | 0.62% | +2.8% |
| Q2 2019 | $626,000 | +24.7% | 3,495 | +19.7% | 0.60% | +15.7% |
| Q2 2018 | $502,000 | +9.8% | 2,920 | -1.0% | 0.52% | -14.3% |
| Q1 2018 | $457,000 | – | 2,950 | – | 0.60% | – |
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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% |