ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $922,779 | -10.7% | 13,486 | -8.1% | 0.59% | -10.6% |
| Q2 2023 | $1,033,804 | +7.1% | 14,668 | -2.9% | 0.66% | +5.3% |
| Q1 2023 | $965,467 | +3.9% | 15,111 | -4.9% | 0.62% | -1.7% |
| Q4 2022 | $929,598 | -0.9% | 15,890 | -2.0% | 0.64% | -9.7% |
| Q3 2022 | $938,000 | -0.4% | 16,207 | +3.8% | 0.70% | +8.8% |
| Q2 2022 | $942,000 | -21.6% | 15,612 | -0.8% | 0.65% | -9.0% |
| Q1 2022 | $1,202,000 | -6.2% | 15,736 | +2.7% | 0.71% | -2.6% |
| Q4 2021 | $1,282,000 | +6.1% | 15,320 | -6.2% | 0.73% | +0.7% |
| Q3 2021 | $1,208,000 | -12.1% | 16,340 | -13.5% | 0.72% | -12.9% |
| Q2 2021 | $1,374,000 | +9.6% | 18,893 | -1.9% | 0.83% | +4.7% |
| Q1 2021 | $1,254,000 | +2.5% | 19,260 | +0.4% | 0.80% | -2.0% |
| Q4 2020 | $1,224,000 | +5.8% | 19,178 | +283.1% | 0.81% | -8.2% |
| Q3 2020 | $1,157,000 | +8.5% | 5,006 | -2.6% | 0.88% | +3.3% |
| Q2 2020 | $1,066,000 | +16.5% | 5,139 | -7.4% | 0.86% | +0.9% |
| Q1 2020 | $915,000 | -16.8% | 5,547 | -2.3% | 0.85% | +0.1% |
| Q4 2019 | $1,100,000 | -4.3% | 5,678 | -11.1% | 0.85% | -7.3% |
| Q3 2019 | $1,150,000 | -5.0% | 6,388 | -5.4% | 0.91% | -5.3% |
| Q2 2019 | $1,210,000 | 0.0% | 6,752 | -3.8% | 0.96% | -2.4% |
| Q1 2019 | $1,210,000 | +15.3% | 7,018 | +0.8% | 0.99% | +5.9% |
| Q4 2018 | $1,049,000 | -19.7% | 6,962 | -5.6% | 0.93% | -12.6% |
| Q3 2018 | $1,307,000 | +1.5% | 7,376 | -6.8% | 1.07% | -1.8% |
| Q2 2018 | $1,288,000 | +3.0% | 7,918 | -1.8% | 1.09% | +5.3% |
| Q1 2018 | $1,251,000 | -2.6% | 8,064 | -4.1% | 1.03% | -2.8% |
| Q4 2017 | $1,285,000 | -0.8% | 8,413 | -6.8% | 1.06% | -3.6% |
| Q3 2017 | $1,295,000 | -6.8% | 9,026 | -11.0% | 1.10% | -13.1% |
| Q2 2017 | $1,389,000 | -2.1% | 10,147 | -6.0% | 1.27% | -6.7% |
| Q1 2017 | $1,419,000 | +8.5% | 10,789 | +0.5% | 1.36% | +1.0% |
| Q4 2016 | $1,308,000 | -8.0% | 10,737 | -8.2% | 1.35% | -7.5% |
| Q3 2016 | $1,422,000 | +1.0% | 11,692 | -3.2% | 1.46% | +0.9% |
| Q2 2016 | $1,408,000 | +1.0% | 12,079 | +0.4% | 1.44% | -1.9% |
| Q1 2016 | $1,394,000 | -2.7% | 12,030 | -2.7% | 1.47% | -4.8% |
| Q4 2015 | $1,432,000 | -13.6% | 12,363 | -19.6% | 1.54% | -18.5% |
| Q3 2015 | $1,658,000 | -13.4% | 15,379 | -8.5% | 1.89% | -6.7% |
| Q2 2015 | $1,914,000 | -6.3% | 16,807 | -6.2% | 2.03% | -1.3% |
| Q1 2015 | $2,042,000 | -4.3% | 17,919 | -6.2% | 2.06% | -6.5% |
| Q4 2014 | $2,133,000 | – | 19,111 | – | 2.20% | – |
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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% |