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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $10,567,000 | +10.8% | 126,289 | -2.1% | 3.24% | -1.5% |
| Q3 2021 | $9,537,000 | -1.2% | 129,032 | -0.2% | 3.28% | +0.6% |
| Q2 2021 | $9,653,000 | +7.5% | 129,322 | -1.0% | 3.26% | -0.2% |
| Q1 2021 | $8,977,000 | +2.8% | 130,624 | -4.6% | 3.27% | -7.1% |
| Q4 2020 | $8,735,000 | +8.8% | 136,863 | +298.7% | 3.52% | -1.9% |
| Q3 2020 | $8,030,000 | +11.8% | 34,326 | -0.8% | 3.59% | +0.2% |
| Q2 2020 | $7,180,000 | +26.7% | 34,602 | +0.9% | 3.59% | +10.0% |
| Q1 2020 | $5,666,000 | -83.6% | 34,297 | -99.5% | 3.26% | +98.8% |
| Q4 2019 | $34,547,000 | +458.7% | 6,689,611 | +19368.0% | 1.64% | -49.0% |
| Q3 2019 | $6,183,000 | +1.2% | 34,362 | +0.8% | 3.22% | -1.1% |
| Q2 2019 | $6,112,000 | +5.5% | 34,102 | +1.5% | 3.25% | +0.1% |
| Q1 2019 | $5,792,000 | +17.0% | 33,607 | +2.2% | 3.25% | -2.6% |
| Q4 2018 | $4,952,000 | -13.0% | 32,870 | +2.3% | 3.34% | +1.3% |
| Q3 2018 | $5,689,000 | +7.1% | 32,143 | -1.6% | 3.29% | -2.3% |
| Q2 2018 | $5,312,000 | +3.2% | 32,670 | -1.6% | 3.37% | -1.2% |
| Q1 2018 | $5,146,000 | -0.7% | 33,214 | -2.0% | 3.41% | -0.5% |
| Q4 2017 | $5,180,000 | +8.9% | 33,883 | +2.2% | 3.43% | -1.4% |
| Q3 2017 | $4,757,000 | +4.9% | 33,167 | +0.0% | 3.48% | -5.9% |
| Q2 2017 | $4,536,000 | +5.3% | 33,166 | +1.3% | 3.69% | -2.6% |
| Q1 2017 | $4,306,000 | +17.4% | 32,745 | +8.4% | 3.79% | -3.9% |
| Q3 2016 | $3,669,000 | +6.9% | 30,198 | +2.7% | 3.95% | -2.2% |
| Q2 2016 | $3,432,000 | +0.3% | 29,403 | -0.4% | 4.04% | -4.2% |
| Q1 2016 | $3,421,000 | +0.4% | 29,530 | +0.4% | 4.21% | -5.3% |
| Q4 2015 | $3,409,000 | – | 29,426 | – | 4.45% | – |
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% |