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 | $2,738,392 | +2.1% | 40,023 | +5.1% | 0.10% | +1.0% |
| Q2 2023 | $2,682,790 | -3.2% | 38,065 | -12.2% | 0.10% | -12.9% |
| Q1 2023 | $2,770,079 | -7.3% | 43,357 | -15.1% | 0.12% | -18.9% |
| Q4 2022 | $2,988,895 | -11.4% | 51,092 | -12.4% | 0.14% | -20.1% |
| Q3 2022 | $3,373,000 | +2.3% | 58,301 | +6.7% | 0.18% | +3.5% |
| Q2 2022 | $3,298,000 | +182.4% | 54,640 | +257.3% | 0.17% | +220.4% |
| Q1 2022 | $1,168,000 | +3.6% | 15,294 | +13.6% | 0.05% | +5.9% |
| Q4 2021 | $1,127,000 | +12.7% | 13,465 | -0.5% | 0.05% | 0.0% |
| Q3 2021 | $1,000,000 | +1.4% | 13,530 | -0.2% | 0.05% | -1.9% |
| Q2 2021 | $986,000 | +10.4% | 13,560 | -1.2% | 0.05% | 0.0% |
| Q1 2021 | $893,000 | +0.1% | 13,721 | -1.9% | 0.05% | -7.1% |
| Q4 2020 | $892,000 | +5.1% | 13,980 | +280.5% | 0.06% | -12.5% |
| Q3 2020 | $849,000 | +15.7% | 3,674 | +3.8% | 0.06% | +1.6% |
| Q2 2020 | $734,000 | +17.8% | 3,539 | -6.2% | 0.06% | -8.7% |
| Q1 2020 | $623,000 | -18.3% | 3,772 | -4.3% | 0.07% | -5.5% |
| Q4 2019 | $763,000 | +7.2% | 3,942 | -0.4% | 0.07% | -3.9% |
| Q3 2019 | $712,000 | -1.7% | 3,957 | -2.1% | 0.08% | -6.2% |
| Q2 2019 | $724,000 | +6.5% | 4,042 | +2.5% | 0.08% | +2.5% |
| Q1 2019 | $680,000 | +12.8% | 3,943 | -1.5% | 0.08% | 0.0% |
| Q4 2018 | $603,000 | -16.8% | 4,003 | -2.2% | 0.08% | -16.8% |
| Q3 2018 | $725,000 | +8.9% | 4,093 | 0.0% | 0.10% | -3.1% |
| Q2 2018 | $666,000 | -12.0% | 4,093 | -16.2% | 0.10% | -19.7% |
| Q1 2018 | $757,000 | +0.1% | 4,883 | -1.3% | 0.12% | -5.4% |
| Q4 2017 | $756,000 | +11.7% | 4,948 | +4.8% | 0.13% | +4.0% |
| Q3 2017 | $677,000 | +14.6% | 4,722 | +9.4% | 0.12% | +10.7% |
| Q2 2017 | $591,000 | +5.0% | 4,317 | +0.8% | 0.11% | +2.8% |
| Q1 2017 | $563,000 | +2.0% | 4,283 | -5.5% | 0.11% | -0.9% |
| Q4 2016 | $552,000 | +9.7% | 4,533 | +9.7% | 0.11% | -9.8% |
| Q3 2016 | $503,000 | +4.4% | 4,133 | 0.0% | 0.12% | -4.7% |
| Q2 2016 | $482,000 | – | 4,133 | – | 0.13% | – |
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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% |