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 | $3,757,605 | -3.7% | 54,920 | -0.8% | 1.98% | -2.8% |
| Q2 2023 | $3,902,667 | +10.3% | 55,373 | +0.0% | 2.03% | +9.6% |
| Q1 2023 | $3,537,724 | +9.1% | 55,372 | -0.1% | 1.86% | +8.3% |
| Q4 2022 | $3,242,253 | -21.3% | 55,423 | -22.1% | 1.71% | +39.8% |
| Q3 2022 | $4,118,000 | +25.0% | 71,183 | +30.4% | 1.23% | -23.8% |
| Q2 2022 | $3,294,000 | -20.1% | 54,584 | +1.1% | 1.61% | -7.7% |
| Q1 2022 | $4,122,000 | -8.7% | 53,966 | +0.0% | 1.74% | -5.4% |
| Q4 2021 | $4,513,000 | +12.8% | 53,944 | -0.4% | 1.84% | +1.3% |
| Q3 2021 | $4,002,000 | +1.6% | 54,151 | 0.0% | 1.82% | +1.2% |
| Q2 2021 | $3,938,000 | +10.7% | 54,151 | -0.8% | 1.80% | +4.1% |
| Q1 2021 | $3,556,000 | +27.7% | 54,615 | +25.1% | 1.73% | +16.8% |
| Q4 2020 | $2,785,000 | +7.5% | 43,642 | +289.2% | 1.48% | -4.3% |
| Q3 2020 | $2,591,000 | +12.0% | 11,213 | +0.5% | 1.55% | +13.8% |
| Q2 2020 | $2,314,000 | +28.8% | 11,153 | +2.5% | 1.36% | +5.0% |
| Q1 2020 | $1,797,000 | -11.0% | 10,885 | +4.4% | 1.29% | -4.9% |
| Q4 2019 | $2,018,000 | +7.6% | 10,423 | 0.0% | 1.36% | -0.6% |
| Q3 2019 | $1,876,000 | +0.4% | 10,423 | -0.0% | 1.37% | +2.2% |
| Q2 2019 | $1,869,000 | +5.5% | 10,428 | +1.4% | 1.34% | +4.6% |
| Q1 2019 | $1,772,000 | +14.4% | 10,280 | 0.0% | 1.28% | -2.0% |
| Q4 2018 | $1,549,000 | +26.9% | 10,280 | -2.5% | 1.31% | +92.8% |
| Q3 2018 | $1,221,000 | -29.5% | 10,539 | -1.1% | 0.68% | -47.3% |
| Q2 2018 | $1,733,000 | +4.9% | 10,656 | 0.0% | 1.29% | +4.5% |
| Q1 2018 | $1,652,000 | -3.6% | 10,656 | -5.0% | 1.23% | -3.1% |
| Q4 2017 | $1,713,000 | +8.1% | 11,211 | +1.4% | 1.27% | -6.4% |
| Q3 2017 | $1,585,000 | +4.8% | 11,052 | 0.0% | 1.36% | -1.2% |
| Q2 2017 | $1,512,000 | +3.1% | 11,052 | -0.8% | 1.37% | -2.7% |
| Q1 2017 | $1,466,000 | +3.8% | 11,144 | -3.9% | 1.41% | +2.3% |
| Q4 2016 | $1,412,000 | -9.9% | 11,594 | -10.0% | 1.38% | +55.4% |
| Q3 2016 | $1,568,000 | +14.8% | 12,887 | +10.0% | 0.89% | -34.8% |
| Q2 2016 | $1,366,000 | +9.9% | 11,713 | +9.1% | 1.36% | +68.0% |
| Q1 2016 | $1,243,000 | +13.8% | 10,738 | +13.7% | 0.81% | -38.4% |
| Q4 2015 | $1,092,000 | +5.1% | 9,445 | -1.9% | 1.31% | -3.4% |
| Q3 2015 | $1,039,000 | -14.7% | 9,624 | -9.8% | 1.36% | -7.4% |
| Q2 2015 | $1,218,000 | -0.3% | 10,672 | -0.4% | 1.47% | +9.2% |
| Q1 2015 | $1,222,000 | +2.3% | 10,714 | +0.0% | 1.34% | -2.3% |
| Q4 2014 | $1,195,000 | – | 10,712 | – | 1.38% | – |
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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% |