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 | $702,712 | -2.9% | 10,269 | 0.0% | 0.06% | -3.1% |
| Q2 2023 | $723,760 | +10.3% | 10,269 | 0.0% | 0.06% | +6.6% |
| Q1 2023 | $656,087 | +9.2% | 10,269 | 0.0% | 0.06% | 0.0% |
| Q4 2022 | $600,736 | +13.1% | 10,269 | +12.0% | 0.06% | +3.4% |
| Q3 2022 | $531,000 | -4.0% | 9,171 | 0.0% | 0.06% | +1.7% |
| Q2 2022 | $553,000 | -71.6% | 9,171 | -64.0% | 0.06% | -68.3% |
| Q1 2022 | $1,944,000 | -2.5% | 25,450 | -5.7% | 0.18% | -9.4% |
| Q3 2021 | $1,994,000 | +5147.4% | 26,980 | +5118.6% | 0.20% | +4950.0% |
| Q2 2021 | $38,000 | +11.8% | 517 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $34,000 | +3.0% | 517 | -1.3% | 0.00% | 0.0% |
| Q4 2020 | $33,000 | +10.0% | 524 | +300.0% | 0.00% | 0.0% |
| Q3 2020 | $30,000 | +7.1% | 131 | -4.4% | 0.00% | 0.0% |
| Q2 2020 | $28,000 | -17.6% | 137 | -34.4% | 0.00% | -33.3% |
| Q1 2020 | $34,000 | -15.0% | 209 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $40,000 | +5.3% | 209 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $38,000 | +2.7% | 209 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $37,000 | +2.8% | 209 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $36,000 | +16.1% | 209 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $31,000 | -16.2% | 209 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $37,000 | +8.8% | 209 | 0.0% | 0.01% | -14.3% |
| Q2 2018 | $34,000 | +6.2% | 209 | 0.0% | 0.01% | +16.7% |
| Q1 2018 | $32,000 | -8.6% | 209 | -7.9% | 0.01% | 0.0% |
| Q4 2017 | $35,000 | -12.5% | 227 | -18.1% | 0.01% | -25.0% |
| Q3 2017 | $40,000 | +29.0% | 277 | +22.0% | 0.01% | +33.3% |
| Q2 2017 | $31,000 | -8.8% | 227 | -11.7% | 0.01% | -14.3% |
| Q1 2017 | $34,000 | +9.7% | 257 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $31,000 | +520.0% | 257 | +542.5% | 0.01% | +600.0% |
| Q3 2016 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $5,000 | +66.7% | 40 | +29.0% | 0.00% | 0.0% |
| Q3 2015 | $3,000 | -25.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $4,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $4,000 | +33.3% | 31 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $3,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $3,000 | 0.0% | 31 | +3.3% | 0.00% | 0.0% |
| Q2 2014 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | -50.0% |
| Q3 2013 | $3,000 | – | 30 | – | 0.00% | – |
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% |