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 | $2,943,194 | -0.4% | 43,017 | +2.6% | 0.10% | +4.0% |
| Q2 2023 | $2,954,138 | +9.7% | 41,915 | -0.6% | 0.10% | +6.5% |
| Q1 2023 | $2,693,255 | +4.7% | 42,155 | -4.1% | 0.09% | 0.0% |
| Q4 2022 | $2,571,343 | +13.1% | 43,955 | +11.9% | 0.09% | +9.4% |
| Q3 2022 | $2,273,000 | -15.9% | 39,285 | -1.0% | 0.08% | -15.0% |
| Q2 2022 | $2,702,000 | -10.5% | 39,695 | +0.4% | 0.10% | +4.2% |
| Q1 2022 | $3,020,000 | -14.0% | 39,540 | -5.8% | 0.10% | -8.6% |
| Q4 2021 | $3,510,000 | +8.7% | 41,957 | -4.0% | 0.10% | +1.0% |
| Q3 2021 | $3,229,000 | -0.6% | 43,683 | -2.2% | 0.10% | 0.0% |
| Q2 2021 | $3,249,000 | +8.3% | 44,672 | -3.0% | 0.10% | +3.0% |
| Q1 2021 | $3,000,000 | -3.0% | 46,072 | -4.9% | 0.10% | -8.2% |
| Q4 2020 | $3,092,000 | +4.1% | 48,444 | +277.0% | 0.11% | -9.8% |
| Q3 2020 | $2,969,000 | +11.7% | 12,850 | +0.4% | 0.12% | +4.3% |
| Q2 2020 | $2,657,000 | +1118.8% | 12,805 | +870.1% | 0.12% | +631.2% |
| Q1 2020 | $218,000 | +7.4% | 1,320 | +17.3% | 0.02% | +33.3% |
| Q3 2019 | $203,000 | – | 1,125 | – | 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% |