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 | $763,818 | -4.1% | 11,164 | -1.2% | 0.05% | -1.9% |
| Q2 2023 | $796,471 | +17.8% | 11,301 | +6.8% | 0.05% | +8.2% |
| Q1 2023 | $675,876 | +9.3% | 10,579 | +0.1% | 0.05% | +2.1% |
| Q4 2022 | $618,290 | +0.2% | 10,569 | -0.8% | 0.05% | -9.4% |
| Q3 2022 | $617,000 | +7.3% | 10,658 | +11.8% | 0.05% | +10.4% |
| Q2 2022 | $575,000 | -16.1% | 9,534 | +0.1% | 0.05% | -4.0% |
| Q1 2022 | $685,000 | -14.6% | 9,528 | -0.6% | 0.05% | -9.1% |
| Q4 2021 | $802,000 | +13.3% | 9,584 | +0.1% | 0.06% | +3.8% |
| Q3 2021 | $708,000 | +4.4% | 9,576 | +2.7% | 0.05% | 0.0% |
| Q2 2021 | $678,000 | +11.7% | 9,323 | +0.1% | 0.05% | 0.0% |
| Q1 2021 | $607,000 | +2.2% | 9,315 | 0.0% | 0.05% | -8.6% |
| Q4 2020 | $594,000 | +10.4% | 9,315 | +300.3% | 0.06% | -17.1% |
| Q3 2020 | $538,000 | +27.8% | 2,327 | +14.6% | 0.07% | +16.7% |
| Q2 2020 | $421,000 | +25.7% | 2,030 | +0.1% | 0.06% | +3.4% |
| Q1 2020 | $335,000 | -33.5% | 2,028 | -22.1% | 0.06% | -12.1% |
| Q4 2019 | $504,000 | +7.7% | 2,603 | +0.2% | 0.07% | -1.5% |
| Q3 2019 | $468,000 | +800.0% | 2,599 | +504.4% | 0.07% | +570.0% |
| Q4 2016 | $52,000 | 0.0% | 430 | 0.0% | 0.01% | -9.1% |
| Q3 2016 | $52,000 | +4.0% | 430 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $50,000 | 0.0% | 430 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $50,000 | +19.0% | 430 | +16.8% | 0.01% | 0.0% |
| Q1 2015 | $42,000 | +2.4% | 368 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $41,000 | +5.1% | 368 | 0.0% | 0.01% | -8.3% |
| Q3 2014 | $39,000 | +225.0% | 368 | +132.9% | 0.01% | +50.0% |
| Q4 2012 | $12,000 | – | 158 | – | 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% |