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 | $1,388,926 | -2.9% | 20,300 | 0.0% | 0.27% | +0.4% |
| Q2 2023 | $1,430,744 | +11.4% | 20,300 | +1.0% | 0.27% | +5.4% |
| Q1 2023 | $1,284,189 | +9.2% | 20,100 | 0.0% | 0.26% | +8.4% |
| Q4 2022 | $1,175,850 | +1.1% | 20,100 | 0.0% | 0.24% | -31.9% |
| Q3 2022 | $1,163,000 | -4.1% | 20,100 | 0.0% | 0.35% | +37.5% |
| Q2 2022 | $1,213,000 | -21.1% | 20,100 | -0.2% | 0.25% | -9.0% |
| Q1 2022 | $1,538,000 | -8.7% | 20,140 | 0.0% | 0.28% | -6.1% |
| Q4 2021 | $1,685,000 | +13.2% | 20,140 | 0.0% | 0.30% | +4.6% |
| Q3 2021 | $1,489,000 | +1.6% | 20,140 | 0.0% | 0.28% | +0.7% |
| Q2 2021 | $1,465,000 | +11.7% | 20,140 | 0.0% | 0.28% | +4.5% |
| Q1 2021 | $1,311,000 | +2.0% | 20,140 | 0.0% | 0.27% | -7.6% |
| Q4 2020 | $1,285,000 | +10.5% | 20,140 | +300.0% | 0.29% | -4.3% |
| Q3 2020 | $1,163,000 | +11.3% | 5,035 | 0.0% | 0.30% | +4.8% |
| Q2 2020 | $1,045,000 | +26.2% | 5,035 | +0.4% | 0.29% | +7.0% |
| Q1 2020 | $828,000 | -14.7% | 5,015 | 0.0% | 0.27% | +12.4% |
| Q4 2019 | $971,000 | +7.5% | 5,015 | 0.0% | 0.24% | -2.4% |
| Q3 2019 | $903,000 | +10.4% | 5,015 | +9.9% | 0.25% | +6.9% |
| Q2 2019 | $818,000 | +3.9% | 4,565 | 0.0% | 0.23% | +1.3% |
| Q1 2019 | $787,000 | +14.4% | 4,565 | 0.0% | 0.23% | +3.2% |
| Q4 2018 | $688,000 | -15.0% | 4,565 | 0.0% | 0.22% | -3.5% |
| Q3 2018 | $809,000 | +7.6% | 4,565 | -1.3% | 0.23% | +2.2% |
| Q2 2018 | $752,000 | +4.9% | 4,625 | 0.0% | 0.22% | +1.8% |
| Q1 2018 | $717,000 | +1.4% | 4,625 | 0.0% | 0.22% | -1.8% |
| Q4 2017 | $707,000 | +4.7% | 4,625 | -1.7% | 0.22% | +1.4% |
| Q3 2017 | $675,000 | +4.8% | 4,705 | 0.0% | 0.22% | -0.5% |
| Q2 2017 | $644,000 | +2.7% | 4,705 | -1.3% | 0.22% | +0.5% |
| Q1 2017 | $627,000 | +3.6% | 4,765 | -4.0% | 0.22% | -1.3% |
| Q4 2016 | $605,000 | +0.2% | 4,965 | 0.0% | 0.22% | -5.9% |
| Q3 2016 | $604,000 | +4.3% | 4,965 | 0.0% | 0.24% | 0.0% |
| Q2 2016 | $579,000 | +0.7% | 4,965 | 0.0% | 0.24% | -6.3% |
| Q1 2016 | $575,000 | 0.0% | 4,965 | 0.0% | 0.25% | -1.9% |
| Q4 2015 | $575,000 | +2.3% | 4,965 | -4.8% | 0.26% | +10.7% |
| Q3 2015 | $562,000 | -6.2% | 5,215 | -0.9% | 0.23% | -3.3% |
| Q2 2015 | $599,000 | -1.5% | 5,265 | -1.4% | 0.24% | -2.4% |
| Q1 2015 | $608,000 | -24.5% | 5,340 | -25.9% | 0.25% | -27.7% |
| Q4 2014 | $805,000 | +2.4% | 7,210 | -2.0% | 0.34% | -3.9% |
| Q3 2014 | $786,000 | -5.0% | 7,360 | -6.4% | 0.36% | -20.1% |
| Q2 2014 | $827,000 | -4.9% | 7,860 | -9.8% | 0.45% | -11.0% |
| Q1 2014 | $870,000 | +1.2% | 8,710 | 0.0% | 0.50% | -5.1% |
| Q4 2013 | $860,000 | – | 8,710 | – | 0.53% | – |
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% |