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 | $41,297,093 | -38.2% | 601,621 | -36.6% | 1.10% | -33.1% |
| Q2 2023 | $66,857,077 | +64.2% | 948,596 | +48.8% | 1.64% | +37.1% |
| Q1 2023 | $40,720,045 | +99538.0% | 637,346 | -8.8% | 1.20% | -0.2% |
| Q4 2022 | $40,868 | -99.9% | 698,598 | -0.0% | 1.20% | +0.7% |
| Q3 2022 | $40,425,000 | -12.1% | 698,795 | -8.3% | 1.19% | -6.0% |
| Q2 2022 | $45,970,000 | -26.9% | 761,715 | -7.5% | 1.27% | -12.0% |
| Q1 2022 | $62,892,000 | +44.0% | 823,406 | +57.7% | 1.44% | +50.6% |
| Q4 2021 | $43,679,000 | +16.6% | 522,046 | +3.0% | 0.96% | +19.9% |
| Q3 2021 | $37,474,000 | -0.1% | 507,026 | -1.7% | 0.80% | +13.0% |
| Q2 2021 | $37,514,000 | +3.7% | 515,798 | -7.1% | 0.71% | +3.2% |
| Q1 2021 | $36,166,000 | -50.4% | 555,467 | -51.4% | 0.68% | -5.5% |
| Q4 2020 | $72,976,000 | +105.2% | 1,143,478 | +642.8% | 0.72% | -0.7% |
| Q3 2020 | $35,572,000 | +6.0% | 153,940 | -4.9% | 0.73% | -0.8% |
| Q2 2020 | $33,574,000 | +23.5% | 161,812 | -1.7% | 0.74% | -13.1% |
| Q1 2020 | $27,179,000 | – | 164,674 | – | 0.85% | – |
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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% |