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 | ||||
---|---|---|---|---|---|---|
Q2 2022 | $658,000 | -98.3% | 10,900 | -97.8% | 0.00% | -95.1% |
Q1 2022 | $38,584,000 | +93.0% | 505,160 | +111.5% | 0.04% | -4.7% |
Q4 2021 | $19,989,000 | -33.0% | 238,900 | -40.8% | 0.04% | -43.4% |
Q3 2021 | $29,843,000 | +16.0% | 403,780 | +14.2% | 0.08% | +5.6% |
Q2 2021 | $25,716,000 | +140.4% | 353,580 | +115.2% | 0.07% | +94.6% |
Q1 2021 | $10,697,000 | +48.1% | 164,290 | +45.1% | 0.04% | +37.0% |
Q4 2020 | $7,224,000 | +163.7% | 113,190 | +138.7% | 0.03% | +92.9% |
Q3 2020 | $2,739,000 | -59.7% | 47,420 | +44.9% | 0.01% | -65.9% |
Q2 2020 | $6,789,000 | +94.0% | 32,720 | +54.3% | 0.04% | +51.9% |
Q1 2020 | $3,499,000 | – | 21,200 | – | 0.03% | – |
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% |