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 | $439,254 | -3.0% | 6,420 | -0.1% | 0.03% | 0.0% |
| Q2 2023 | $452,972 | +55.7% | 6,427 | +41.2% | 0.03% | +30.4% |
| Q1 2023 | $290,848 | +9.2% | 4,552 | 0.0% | 0.02% | -4.2% |
| Q4 2022 | $266,303 | +1.3% | 4,552 | +0.0% | 0.02% | -4.0% |
| Q3 2022 | $263,000 | -9.6% | 4,551 | -5.9% | 0.02% | -10.7% |
| Q2 2022 | $291,000 | -51.0% | 4,834 | -37.9% | 0.03% | -41.7% |
| Q1 2022 | $594,000 | +82.8% | 7,789 | +100.3% | 0.05% | +84.6% |
| Q4 2021 | $325,000 | +6400.0% | 3,888 | +77660.0% | 0.03% | +2500.0% |
| Q3 2021 | $5,000 | -98.3% | 5 | -99.9% | 0.00% | -96.6% |
| Q2 2021 | $287,000 | +12.5% | 3,949 | +0.6% | 0.03% | -6.5% |
| Q1 2021 | $255,000 | +2.0% | 3,925 | 0.0% | 0.03% | -11.4% |
| Q4 2020 | $250,000 | +16.3% | 3,925 | +223.6% | 0.04% | -39.7% |
| Q3 2018 | $215,000 | – | 1,213 | – | 0.06% | – |
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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% |