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 | $999,082 | -3.6% | 14,602 | -0.7% | 0.18% | -3.8% |
| Q2 2023 | $1,036,210 | +9.2% | 14,702 | -1.0% | 0.18% | +6.4% |
| Q1 2023 | $948,660 | +9.2% | 14,848 | +0.0% | 0.17% | 0.0% |
| Q4 2022 | $868,475 | +1.1% | 14,846 | +0.0% | 0.17% | -10.9% |
| Q3 2022 | $859,000 | -4.1% | 14,841 | 0.0% | 0.19% | -6.3% |
| Q2 2022 | $896,000 | -39.0% | 14,841 | -22.8% | 0.20% | -8.5% |
| Q1 2022 | $1,469,000 | -8.7% | 19,228 | +0.0% | 0.22% | -3.0% |
| Q4 2021 | $1,609,000 | +10.1% | 19,227 | -2.7% | 0.23% | -4.5% |
| Q3 2021 | $1,461,000 | +0.9% | 19,765 | -0.7% | 0.24% | -0.8% |
| Q2 2021 | $1,448,000 | +11.7% | 19,905 | +0.0% | 0.24% | -0.4% |
| Q1 2021 | $1,296,000 | -0.2% | 19,903 | -2.1% | 0.24% | -6.8% |
| Q4 2020 | $1,298,000 | +10.5% | 20,336 | +300.0% | 0.26% | -4.0% |
| Q3 2020 | $1,175,000 | +10.4% | 5,084 | -0.9% | 0.27% | -1.4% |
| Q2 2020 | $1,064,000 | +46.0% | 5,128 | +16.0% | 0.28% | +25.2% |
| Q1 2020 | $729,000 | +12.7% | 4,419 | +32.2% | 0.22% | +65.7% |
| Q4 2019 | $647,000 | +3.9% | 3,343 | -3.4% | 0.13% | 0.0% |
| Q3 2019 | $623,000 | -14.0% | 3,460 | -14.4% | 0.13% | -14.6% |
| Q2 2019 | $724,000 | +3.4% | 4,042 | -0.4% | 0.16% | +1.9% |
| Q1 2019 | $700,000 | -7.2% | 4,060 | -18.9% | 0.15% | -22.2% |
| Q4 2018 | $754,000 | -15.8% | 5,004 | -1.0% | 0.20% | -25.6% |
| Q3 2018 | $896,000 | +21.6% | 5,054 | +11.6% | 0.27% | +9.5% |
| Q2 2018 | $737,000 | -5.9% | 4,530 | -10.2% | 0.24% | -13.8% |
| Q1 2018 | $783,000 | -14.1% | 5,047 | -15.3% | 0.28% | -9.6% |
| Q4 2017 | $911,000 | +26.4% | 5,962 | +18.7% | 0.31% | +27.9% |
| Q3 2017 | $721,000 | -12.7% | 5,024 | -16.8% | 0.24% | -11.6% |
| Q2 2017 | $826,000 | +4.0% | 6,036 | 0.0% | 0.28% | -31.2% |
| Q1 2017 | $794,000 | +8.2% | 6,036 | +0.1% | 0.40% | -27.2% |
| Q4 2016 | $734,000 | +0.4% | 6,029 | +0.3% | 0.55% | -8.2% |
| Q3 2016 | $731,000 | +2.7% | 6,011 | -1.6% | 0.60% | +0.2% |
| Q2 2016 | $712,000 | +0.7% | 6,111 | +0.2% | 0.60% | -0.8% |
| Q1 2016 | $707,000 | -1.1% | 6,101 | -1.2% | 0.60% | -1.9% |
| Q4 2015 | $715,000 | – | 6,177 | – | 0.62% | – |
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% |