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 2021 | $523,000 | -7.8% | 7,070 | -9.3% | 0.07% | -7.5% |
| Q2 2021 | $567,000 | +11.8% | 7,794 | 0.0% | 0.08% | +3.9% |
| Q1 2021 | $507,000 | -3.4% | 7,794 | -5.2% | 0.08% | -9.4% |
| Q4 2020 | $525,000 | +7.8% | 8,224 | +290.5% | 0.08% | -4.5% |
| Q3 2020 | $487,000 | -11.9% | 2,106 | -21.0% | 0.09% | -19.8% |
| Q2 2020 | $553,000 | +15.0% | 2,665 | -8.6% | 0.11% | -5.1% |
| Q1 2020 | $481,000 | -29.2% | 2,915 | -16.9% | 0.12% | -4.9% |
| Q4 2019 | $679,000 | +14.7% | 3,506 | +6.7% | 0.12% | +6.0% |
| Q3 2019 | $592,000 | +3.0% | 3,286 | +2.4% | 0.12% | 0.0% |
| Q2 2019 | $575,000 | -0.7% | 3,208 | -4.4% | 0.12% | -3.3% |
| Q1 2019 | $579,000 | +11.6% | 3,357 | -2.6% | 0.12% | 0.0% |
| Q4 2018 | $519,000 | -13.5% | 3,446 | +1.8% | 0.12% | -1.6% |
| Q3 2018 | $600,000 | +10.7% | 3,386 | +1.5% | 0.12% | +9.9% |
| Q2 2018 | $542,000 | -0.2% | 3,335 | -4.8% | 0.11% | -4.3% |
| Q1 2018 | $543,000 | +1.5% | 3,503 | 0.0% | 0.12% | +3.6% |
| Q4 2017 | $535,000 | +2.1% | 3,503 | -4.1% | 0.11% | -3.4% |
| Q3 2017 | $524,000 | +2.7% | 3,653 | -2.0% | 0.12% | +0.9% |
| Q2 2017 | $510,000 | +6.2% | 3,729 | +2.2% | 0.12% | 0.0% |
| Q1 2017 | $480,000 | +94.3% | 3,647 | +79.5% | 0.12% | +74.2% |
| Q4 2016 | $247,000 | +4.2% | 2,032 | +4.4% | 0.07% | +3.1% |
| Q3 2016 | $237,000 | – | 1,947 | – | 0.06% | – |
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% |