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 | $1,798,557 | +44.8% | 26,287 | +49.2% | 1.16% | +63.4% |
| Q2 2023 | $1,242,140 | +353.3% | 17,624 | +436.3% | 0.71% | +515.7% |
| Q4 2021 | $274,000 | -9.0% | 3,286 | +80.0% | 0.12% | -71.3% |
| Q1 2020 | $301,000 | -78.4% | 1,826 | -74.7% | 0.40% | -45.9% |
| Q4 2019 | $1,396,000 | -80.5% | 7,213 | -82.1% | 0.74% | -79.4% |
| Q3 2019 | $7,172,000 | -28.4% | 40,284 | -27.2% | 3.60% | -36.9% |
| Q2 2019 | $10,010,000 | +6.4% | 55,332 | +2.4% | 5.70% | +4.3% |
| Q1 2019 | $9,411,000 | – | 54,045 | – | 5.46% | – |
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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% |