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 2022 | $104,000 | -1.0% | 1,799 | +3.6% | 0.01% | +16.7% |
| Q2 2022 | $105,000 | -67.7% | 1,737 | -59.2% | 0.01% | -65.7% |
| Q1 2022 | $325,000 | +51.2% | 4,254 | +65.5% | 0.04% | +52.2% |
| Q4 2021 | $215,000 | +13.2% | 2,571 | 0.0% | 0.02% | +9.5% |
| Q3 2021 | $190,000 | +1.6% | 2,571 | +0.0% | 0.02% | 0.0% |
| Q2 2021 | $187,000 | +12.0% | 2,570 | +0.0% | 0.02% | -16.0% |
| Q1 2021 | $167,000 | +1.8% | 2,569 | +0.0% | 0.02% | -13.8% |
| Q4 2020 | $164,000 | +10.8% | 2,568 | +300.0% | 0.03% | -6.5% |
| Q3 2020 | $148,000 | +2.8% | 642 | +0.2% | 0.03% | 0.0% |
| Q2 2020 | $144,000 | +21.0% | 641 | +0.9% | 0.03% | -3.1% |
| Q1 2020 | $119,000 | -22.7% | 635 | -14.8% | 0.03% | -11.1% |
| Q4 2019 | $154,000 | – | 745 | – | 0.04% | – |
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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% |