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 | $540,106 | -0.7% | 7,718 | 0.0% | 0.13% | +5.6% |
| Q2 2023 | $543,965 | +10.3% | 7,718 | 0.0% | 0.13% | +7.7% |
| Q1 2023 | $493,103 | -46.0% | 7,718 | -50.5% | 0.12% | -46.8% |
| Q4 2022 | $912,951 | +88.2% | 15,606 | +91.4% | 0.22% | +58.3% |
| Q3 2022 | $485,000 | -7.6% | 8,152 | 0.0% | 0.14% | +11.2% |
| Q2 2022 | $525,000 | -22.9% | 8,152 | 0.0% | 0.12% | -5.3% |
| Q4 2021 | $681,000 | +31.0% | 8,152 | 0.0% | 0.13% | 0.0% |
| Q1 2021 | $520,000 | +13.0% | 8,152 | 0.0% | 0.13% | +7.3% |
| Q3 2020 | $460,000 | +4.8% | 8,152 | +300.0% | 0.12% | +5.1% |
| Q2 2020 | $439,000 | +62.6% | 2,038 | +3.3% | 0.12% | +9.3% |
| Q2 2017 | $270,000 | +4.2% | 1,972 | 0.0% | 0.11% | -5.3% |
| Q1 2017 | $259,000 | +7.9% | 1,972 | 0.0% | 0.11% | +6.6% |
| Q4 2016 | $240,000 | 0.0% | 1,972 | 0.0% | 0.11% | +1.9% |
| Q3 2016 | $240,000 | +4.3% | 1,972 | 0.0% | 0.10% | +8.3% |
| Q2 2016 | $230,000 | +0.4% | 1,972 | 0.0% | 0.10% | -4.0% |
| Q1 2016 | $229,000 | +0.4% | 1,972 | 0.0% | 0.10% | -3.8% |
| Q4 2015 | $228,000 | – | 1,972 | – | 0.10% | – |
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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% |