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 | $2,967,645 | -1.5% | 43,374 | +1.5% | 0.05% | +1.9% |
| Q2 2023 | $3,012,728 | +10.2% | 42,752 | -0.1% | 0.05% | +4.0% |
| Q1 2023 | $2,733,996 | +9.1% | 42,799 | -0.1% | 0.05% | +2.0% |
| Q4 2022 | $2,506,665 | +1.2% | 42,849 | 0.0% | 0.05% | -5.8% |
| Q3 2022 | $2,478,000 | -3.4% | 42,849 | +0.8% | 0.05% | 0.0% |
| Q2 2022 | $2,566,000 | -14.2% | 42,519 | +8.6% | 0.05% | +4.0% |
| Q1 2022 | $2,991,000 | -8.7% | 39,156 | 0.0% | 0.05% | -5.7% |
| Q4 2021 | $3,276,000 | +14.4% | 39,156 | +1.1% | 0.05% | +1.9% |
| Q3 2021 | $2,863,000 | +1.6% | 38,748 | 0.0% | 0.05% | +4.0% |
| Q2 2021 | $2,818,000 | +22.6% | 38,748 | +9.8% | 0.05% | +11.1% |
| Q1 2021 | $2,298,000 | +2.0% | 35,284 | 0.0% | 0.04% | -6.2% |
| Q4 2020 | $2,252,000 | +10.5% | 35,284 | +300.0% | 0.05% | -2.0% |
| Q3 2020 | $2,038,000 | +11.4% | 8,821 | 0.0% | 0.05% | -3.9% |
| Q2 2020 | $1,830,000 | +18.8% | 8,821 | -5.5% | 0.05% | +2.0% |
| Q1 2020 | $1,540,000 | -14.7% | 9,331 | 0.0% | 0.05% | +6.4% |
| Q4 2019 | $1,806,000 | +20.4% | 9,331 | +12.0% | 0.05% | +9.3% |
| Q3 2019 | $1,500,000 | +4.2% | 8,331 | +3.7% | 0.04% | +2.4% |
| Q2 2019 | $1,440,000 | -49.6% | 8,031 | -51.6% | 0.04% | -51.7% |
| Q1 2019 | $2,859,000 | +25.6% | 16,584 | +9.7% | 0.09% | +11.5% |
| Q4 2018 | $2,277,000 | -13.2% | 15,113 | +2.0% | 0.08% | -4.9% |
| Q3 2018 | $2,624,000 | +10.5% | 14,811 | +1.4% | 0.08% | +5.1% |
| Q2 2018 | $2,375,000 | +4.0% | 14,603 | -0.8% | 0.08% | +1.3% |
| Q1 2018 | $2,284,000 | +40.3% | 14,728 | +38.2% | 0.08% | +35.1% |
| Q4 2017 | $1,628,000 | +475.3% | 10,654 | +440.3% | 0.06% | +470.0% |
| Q3 2017 | $283,000 | +11.9% | 1,972 | +6.8% | 0.01% | 0.0% |
| Q2 2017 | $253,000 | +4.1% | 1,847 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $243,000 | +8.0% | 1,847 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $225,000 | 0.0% | 1,847 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $225,000 | +4.7% | 1,847 | 0.0% | 0.01% | +11.1% |
| Q2 2016 | $215,000 | +0.5% | 1,847 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $214,000 | 0.0% | 1,847 | 0.0% | 0.01% | -10.0% |
| Q4 2015 | $214,000 | +7.5% | 1,847 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $199,000 | -5.2% | 1,847 | 0.0% | 0.01% | +11.1% |
| Q2 2015 | $210,000 | 0.0% | 1,847 | 0.0% | 0.01% | -10.0% |
| Q1 2015 | $210,000 | +1.9% | 1,847 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $206,000 | +4.6% | 1,847 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $197,000 | +1.5% | 1,847 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $194,000 | -2.0% | 1,847 | -6.8% | 0.01% | 0.0% |
| Q1 2014 | $198,000 | +1.0% | 1,982 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $196,000 | +12.0% | 1,982 | +1.1% | 0.01% | +11.1% |
| Q3 2013 | $175,000 | +6.1% | 1,960 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $165,000 | – | 1,960 | – | 0.01% | – |
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% |