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 | $10,733,359 | -5.6% | 156,875 | -2.7% | 3.03% | -6.2% |
| Q2 2023 | $11,364,799 | +9.5% | 161,272 | -0.7% | 3.23% | +3.9% |
| Q1 2023 | $10,375,550 | +3.4% | 162,423 | -5.3% | 3.11% | -3.1% |
| Q4 2022 | $10,033,030 | -3.0% | 171,505 | -4.1% | 3.21% | -19.2% |
| Q3 2022 | $10,348,000 | -5.2% | 178,900 | -1.1% | 3.97% | -0.2% |
| Q2 2022 | $10,914,000 | -24.1% | 180,852 | -3.9% | 3.97% | -11.0% |
| Q1 2022 | $14,372,000 | -17.9% | 188,167 | -10.0% | 4.46% | -13.0% |
| Q4 2021 | $17,497,000 | +3.9% | 209,113 | -8.2% | 5.13% | -2.6% |
| Q3 2021 | $16,841,000 | -5.8% | 227,885 | -7.3% | 5.27% | -4.3% |
| Q2 2021 | $17,880,000 | +2.4% | 245,873 | -8.4% | 5.50% | -5.5% |
| Q1 2021 | $17,467,000 | -5.0% | 268,276 | -6.9% | 5.82% | -7.2% |
| Q4 2020 | $18,383,000 | +5.6% | 288,101 | +282.6% | 6.27% | -9.7% |
| Q3 2020 | $17,402,000 | +3.9% | 75,308 | -6.7% | 6.95% | +0.8% |
| Q2 2020 | $16,753,000 | +8.9% | 80,741 | -13.4% | 6.89% | -12.0% |
| Q1 2020 | $15,387,000 | -15.5% | 93,230 | -0.8% | 7.84% | +5.1% |
| Q4 2019 | $18,206,000 | +7.5% | 94,019 | -0.1% | 7.46% | -0.5% |
| Q3 2019 | $16,935,000 | +2.7% | 94,068 | +2.3% | 7.50% | +0.1% |
| Q2 2019 | $16,483,000 | +3.2% | 91,959 | -0.8% | 7.49% | +0.8% |
| Q1 2019 | $15,978,000 | +9.7% | 92,704 | -4.1% | 7.43% | -2.5% |
| Q4 2018 | $14,561,000 | -14.4% | 96,645 | +0.6% | 7.62% | -3.5% |
| Q3 2018 | $17,013,000 | +8.6% | 96,027 | -0.3% | 7.90% | +2.0% |
| Q2 2018 | $15,669,000 | +4.4% | 96,357 | -0.4% | 7.74% | +3.9% |
| Q1 2018 | $15,005,000 | +4.0% | 96,765 | +2.4% | 7.45% | +3.4% |
| Q4 2017 | $14,432,000 | -0.4% | 94,473 | -6.5% | 7.21% | -4.2% |
| Q3 2017 | $14,492,000 | +2.4% | 101,047 | -2.3% | 7.52% | -1.2% |
| Q2 2017 | $14,157,000 | +2.9% | 103,449 | -1.1% | 7.62% | -5.8% |
| Q1 2017 | $13,759,000 | +8.9% | 104,615 | +0.8% | 8.09% | +5.5% |
| Q4 2016 | $12,636,000 | +1.3% | 103,755 | +1.2% | 7.67% | -3.1% |
| Q3 2016 | $12,478,000 | +5.9% | 102,570 | +1.5% | 7.91% | +1.8% |
| Q2 2016 | $11,786,000 | +0.6% | 101,094 | +0.0% | 7.78% | -2.4% |
| Q1 2016 | $11,712,000 | +1.6% | 101,054 | +1.5% | 7.97% | -7.8% |
| Q4 2015 | $11,525,000 | +9.3% | 99,525 | +1.7% | 8.64% | +1.7% |
| Q3 2015 | $10,545,000 | -2.5% | 97,821 | +3.0% | 8.49% | +4.1% |
| Q2 2015 | $10,817,000 | -2.2% | 95,010 | -2.1% | 8.16% | -4.1% |
| Q1 2015 | $11,055,000 | +3.9% | 97,015 | +1.8% | 8.51% | +0.3% |
| Q4 2014 | $10,638,000 | +20.6% | 95,320 | +15.4% | 8.48% | +14.4% |
| Q3 2014 | $8,823,000 | – | 82,601 | – | 7.42% | – |
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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% |