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 | $2,292,070 | -2.9% | 33,500 | 0.0% | 0.43% | -0.7% |
| Q2 2023 | $2,361,080 | +10.3% | 33,500 | 0.0% | 0.44% | +1.2% |
| Q1 2023 | $2,140,315 | +9.2% | 33,500 | 0.0% | 0.43% | +3.1% |
| Q4 2022 | $1,959,750 | -8.3% | 33,500 | 0.0% | 0.42% | -31.4% |
| Q3 2022 | $2,138,000 | +5.7% | 33,500 | 0.0% | 0.61% | +39.1% |
| Q2 2022 | $2,022,000 | -21.0% | 33,500 | 0.0% | 0.44% | -20.3% |
| Q1 2022 | $2,559,000 | -8.7% | 33,500 | 0.0% | 0.55% | -7.4% |
| Q4 2021 | $2,803,000 | +13.2% | 33,500 | 0.0% | 0.59% | -9.3% |
| Q3 2021 | $2,476,000 | +1.6% | 33,500 | 0.0% | 0.65% | +8.3% |
| Q2 2021 | $2,436,000 | +11.7% | 33,500 | 0.0% | 0.60% | +12.1% |
| Q1 2021 | $2,181,000 | – | 33,500 | – | 0.54% | – |
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% |