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 | $2,328,217 | -7.2% | 34,028 | -4.4% | 0.08% | -3.7% |
| Q2 2023 | $2,509,974 | +9.0% | 35,612 | -1.2% | 0.08% | +3.8% |
| Q1 2023 | $2,301,896 | +7.4% | 36,029 | -1.7% | 0.08% | -16.1% |
| Q4 2022 | $2,143,371 | +27.9% | 36,638 | +26.5% | 0.09% | +20.8% |
| Q3 2022 | $1,676,000 | -4.1% | 28,964 | +0.0% | 0.08% | -3.8% |
| Q2 2022 | $1,748,000 | -25.2% | 28,957 | -3.7% | 0.08% | -14.0% |
| Q1 2022 | $2,336,000 | +4.8% | 30,067 | +12.9% | 0.09% | +12.0% |
| Q4 2021 | $2,228,000 | +12.6% | 26,633 | -0.5% | 0.08% | +3.8% |
| Q3 2021 | $1,978,000 | +2.1% | 26,756 | +0.4% | 0.08% | -2.4% |
| Q2 2021 | $1,938,000 | +12.5% | 26,651 | +0.8% | 0.08% | +1.2% |
| Q1 2021 | $1,722,000 | -2.0% | 26,449 | -4.0% | 0.08% | -14.7% |
| Q4 2020 | $1,758,000 | +6.9% | 27,541 | +287.1% | 0.10% | -6.9% |
| Q3 2020 | $1,644,000 | +6.1% | 7,114 | -4.8% | 0.10% | +1.0% |
| Q2 2020 | $1,550,000 | +23.0% | 7,473 | -2.1% | 0.10% | -1.0% |
| Q1 2020 | $1,260,000 | -28.2% | 7,637 | -15.7% | 0.10% | -22.7% |
| Q4 2019 | $1,755,000 | +18.2% | 9,064 | +9.9% | 0.13% | +3.9% |
| Q3 2019 | $1,485,000 | +31.5% | 8,250 | +31.0% | 0.13% | +15.5% |
| Q2 2019 | $1,129,000 | +5.3% | 6,299 | +1.3% | 0.11% | -8.3% |
| Q1 2019 | $1,072,000 | +134.1% | 6,217 | +104.1% | 0.12% | +87.5% |
| Q4 2018 | $458,000 | -13.7% | 3,046 | +1.6% | 0.06% | -3.0% |
| Q3 2018 | $531,000 | +9.0% | 2,999 | +0.0% | 0.07% | -5.7% |
| Q2 2018 | $487,000 | +18.5% | 2,998 | +13.2% | 0.07% | +9.4% |
| Q1 2018 | $411,000 | +19.1% | 2,648 | +17.2% | 0.06% | +14.3% |
| Q4 2017 | $345,000 | +2.1% | 2,259 | 0.0% | 0.06% | -3.4% |
| Q3 2017 | $338,000 | +6.6% | 2,259 | 0.0% | 0.06% | -3.3% |
| Q2 2017 | $317,000 | -47.9% | 2,259 | -50.0% | 0.06% | 0.0% |
| Q1 2017 | $608,000 | +133.0% | 4,518 | +110.4% | 0.06% | -1.6% |
| Q4 2016 | $261,000 | – | 2,147 | – | 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% |