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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $7,046,000 | +9.1% | 84,210 | -3.7% | 0.46% | -8.1% |
| Q3 2021 | $6,460,000 | +5.2% | 87,408 | +3.6% | 0.50% | +2.4% |
| Q2 2021 | $6,138,000 | +15.8% | 84,383 | +3.7% | 0.49% | +4.5% |
| Q1 2021 | $5,300,000 | -12.0% | 81,399 | -13.7% | 0.47% | -18.4% |
| Q4 2020 | $6,020,000 | -14.0% | 94,329 | +211.5% | 0.58% | -23.4% |
| Q3 2020 | $6,997,000 | +8.5% | 30,280 | -2.6% | 0.75% | +0.1% |
| Q2 2020 | $6,449,000 | +22.6% | 31,083 | -2.5% | 0.75% | +10.9% |
| Q1 2020 | $5,259,000 | -20.2% | 31,866 | -6.4% | 0.68% | -0.4% |
| Q4 2019 | $6,594,000 | +13.3% | 34,055 | +5.3% | 0.68% | +7.8% |
| Q3 2019 | $5,822,000 | -0.8% | 32,341 | -1.2% | 0.63% | +0.6% |
| Q2 2019 | $5,868,000 | +1521.0% | 32,737 | +1458.2% | 0.63% | +582.6% |
| Q1 2019 | $362,000 | -91.9% | 2,101 | -93.0% | 0.09% | -90.1% |
| Q4 2018 | $4,495,000 | +771.1% | 29,833 | +924.1% | 0.93% | +290.8% |
| Q3 2018 | $516,000 | -65.8% | 2,913 | -68.6% | 0.24% | -58.8% |
| Q2 2018 | $1,509,000 | -66.3% | 9,277 | -67.8% | 0.58% | -38.5% |
| Q1 2018 | $4,472,000 | +277.1% | 28,841 | +271.6% | 0.94% | +86.0% |
| Q4 2017 | $1,186,000 | -1.2% | 7,761 | -5.5% | 0.51% | +51.8% |
| Q3 2017 | $1,200,000 | -99.9% | 8,210 | -33.4% | 0.33% | -18.9% |
| Q2 2017 | $1,687,000,000 | +55.5% | 12,324 | +52.3% | 0.41% | +36.4% |
| Q1 2017 | $1,085,000,000 | -33.8% | 8,092 | -39.9% | 0.30% | +4.9% |
| Q4 2016 | $1,639,000,000 | +105369.8% | 13,459 | +5.4% | 0.29% | +2.9% |
| Q3 2016 | $1,554,000 | +79.7% | 12,773 | +72.1% | 0.28% | +1.8% |
| Q2 2016 | $865,000 | +84.8% | 7,422 | +83.8% | 0.28% | +66.7% |
| Q1 2016 | $468,000 | -1.5% | 4,039 | -1.7% | 0.16% | -6.8% |
| Q4 2015 | $475,000 | -4.2% | 4,107 | -10.8% | 0.18% | -0.6% |
| Q3 2015 | $496,000 | +8.8% | 4,606 | +14.9% | 0.18% | +13.4% |
| Q2 2015 | $456,000 | -2.1% | 4,008 | -2.2% | 0.16% | +4.7% |
| Q1 2015 | $466,000 | -3.1% | 4,097 | -5.0% | 0.15% | -6.2% |
| Q4 2014 | $481,000 | -56.4% | 4,313 | -58.3% | 0.16% | -27.3% |
| Q3 2014 | $1,104,000 | – | 10,335 | – | 0.22% | – |
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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% |