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 | $219 | -2.7% | 3,196 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $225 | +10.3% | 3,196 | 0.0% | 0.04% | +7.1% |
| Q1 2023 | $204 | +9.1% | 3,196 | 0.0% | 0.04% | +5.0% |
| Q4 2022 | $187 | -99.9% | 3,196 | -39.7% | 0.04% | -45.9% |
| Q3 2022 | $306,000 | -4.4% | 5,296 | 0.0% | 0.07% | +1.4% |
| Q2 2022 | $320,000 | -21.0% | 5,296 | 0.0% | 0.07% | -5.2% |
| Q1 2022 | $405,000 | -8.6% | 5,296 | 0.0% | 0.08% | -7.2% |
| Q4 2021 | $443,000 | +13.3% | 5,296 | 0.0% | 0.08% | +3.8% |
| Q3 2021 | $391,000 | +1.6% | 5,296 | 0.0% | 0.08% | -8.0% |
| Q2 2021 | $385,000 | +11.6% | 5,296 | 0.0% | 0.09% | +4.8% |
| Q1 2021 | $345,000 | +2.1% | 5,296 | 0.0% | 0.08% | -5.7% |
| Q4 2020 | $338,000 | +10.5% | 5,296 | +300.0% | 0.09% | -2.2% |
| Q3 2020 | $306,000 | +11.3% | 1,324 | 0.0% | 0.09% | +9.8% |
| Q2 2020 | $275,000 | +25.6% | 1,324 | 0.0% | 0.08% | +15.5% |
| Q1 2020 | $219,000 | -14.5% | 1,324 | 0.0% | 0.07% | 0.0% |
| Q4 2019 | $256,000 | +7.6% | 1,324 | 0.0% | 0.07% | +1.4% |
| Q3 2019 | $238,000 | +0.4% | 1,324 | 0.0% | 0.07% | -4.1% |
| Q2 2019 | $237,000 | +3.9% | 1,324 | 0.0% | 0.07% | -6.4% |
| Q1 2019 | $228,000 | +14.6% | 1,324 | 0.0% | 0.08% | +2.6% |
| Q4 2018 | $199,000 | -15.3% | 1,324 | 0.0% | 0.08% | -11.6% |
| Q3 2018 | $235,000 | +9.3% | 1,324 | 0.0% | 0.09% | +4.9% |
| Q2 2018 | $215,000 | +4.9% | 1,324 | 0.0% | 0.08% | +2.5% |
| Q1 2018 | $205,000 | +1.5% | 1,324 | 0.0% | 0.08% | -2.4% |
| Q4 2017 | $202,000 | +6.3% | 1,324 | 0.0% | 0.08% | -2.4% |
| Q3 2017 | $190,000 | +5.0% | 1,324 | 0.0% | 0.08% | -3.4% |
| Q2 2017 | $181,000 | +4.0% | 1,324 | 0.0% | 0.09% | +1.2% |
| Q1 2017 | $174,000 | +8.1% | 1,324 | 0.0% | 0.09% | +2.4% |
| Q4 2016 | $161,000 | -5.8% | 1,324 | -5.6% | 0.08% | -7.7% |
| Q3 2016 | $171,000 | +4.3% | 1,403 | 0.0% | 0.09% | 0.0% |
| Q2 2016 | $164,000 | +0.6% | 1,403 | 0.0% | 0.09% | -1.1% |
| Q1 2016 | $163,000 | +0.6% | 1,403 | 0.0% | 0.09% | -5.2% |
| Q4 2015 | $162,000 | +7.3% | 1,403 | 0.0% | 0.10% | +4.3% |
| Q3 2015 | $151,000 | -5.6% | 1,403 | 0.0% | 0.09% | 0.0% |
| Q2 2015 | $160,000 | 0.0% | 1,403 | 0.0% | 0.09% | -1.1% |
| Q1 2015 | $160,000 | – | 1,403 | – | 0.09% | – |
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% |