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 | $1,917,625 | -2.9% | 28,027 | 0.0% | 0.18% | -1.7% |
| Q2 2023 | $1,975,362 | +2.9% | 28,027 | -6.8% | 0.18% | -5.3% |
| Q1 2023 | $1,920,439 | +9.2% | 30,059 | +0.0% | 0.19% | +0.5% |
| Q4 2022 | $1,757,906 | +1.1% | 30,050 | +0.0% | 0.19% | -7.4% |
| Q3 2022 | $1,738,000 | -4.1% | 30,035 | 0.0% | 0.20% | +2.5% |
| Q2 2022 | $1,813,000 | -21.0% | 30,035 | +0.0% | 0.20% | -10.8% |
| Q1 2022 | $2,294,000 | -8.7% | 30,030 | +0.0% | 0.22% | -0.4% |
| Q4 2021 | $2,512,000 | +10.7% | 30,025 | -3.7% | 0.22% | -3.9% |
| Q3 2021 | $2,270,000 | -0.4% | 31,183 | -0.5% | 0.23% | -1.7% |
| Q2 2021 | $2,279,000 | +11.8% | 31,337 | +0.1% | 0.24% | -21.3% |
| Q1 2021 | $2,039,000 | +2.0% | 31,316 | 0.0% | 0.30% | -5.3% |
| Q4 2020 | $1,999,000 | +37.0% | 31,316 | +396.1% | 0.32% | +20.5% |
| Q3 2020 | $1,459,000 | +11.5% | 6,312 | +0.0% | 0.26% | +1.9% |
| Q2 2020 | $1,309,000 | +26.4% | 6,311 | +0.5% | 0.26% | +4.9% |
| Q1 2020 | $1,036,000 | -14.8% | 6,277 | 0.0% | 0.25% | +3.3% |
| Q4 2019 | $1,216,000 | +7.7% | 6,277 | +0.1% | 0.24% | +3.0% |
| Q3 2019 | $1,129,000 | +0.4% | 6,273 | 0.0% | 0.23% | +2.2% |
| Q2 2019 | $1,124,000 | +4.0% | 6,273 | +0.0% | 0.23% | +1.8% |
| Q1 2019 | $1,081,000 | +14.4% | 6,271 | +0.0% | 0.22% | +3.2% |
| Q4 2018 | $945,000 | -14.9% | 6,269 | +0.0% | 0.22% | -4.4% |
| Q3 2018 | $1,110,000 | +8.9% | 6,266 | +0.0% | 0.23% | +11.9% |
| Q2 2018 | $1,019,000 | +44.3% | 6,265 | +37.7% | 0.20% | +39.3% |
| Q1 2018 | $706,000 | +1.6% | 4,551 | +0.0% | 0.14% | +2.8% |
| Q4 2017 | $695,000 | +6.6% | 4,550 | +0.1% | 0.14% | +1.4% |
| Q3 2017 | $652,000 | – | 4,547 | – | 0.14% | – |
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% |