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 | $604,142 | -2.9% | 8,830 | +0.0% | 0.05% | -2.0% |
| Q2 2023 | $622,122 | +9.1% | 8,827 | -1.1% | 0.05% | -5.6% |
| Q1 2023 | $570,176 | +8.0% | 8,924 | -1.1% | 0.05% | 0.0% |
| Q4 2022 | $527,830 | -6.9% | 9,023 | -8.0% | 0.05% | -18.2% |
| Q3 2022 | $567,000 | -6.9% | 9,806 | -2.8% | 0.07% | -2.9% |
| Q2 2022 | $609,000 | -20.0% | 10,084 | +1.2% | 0.07% | -6.8% |
| Q1 2022 | $761,000 | -27.2% | 9,962 | -20.2% | 0.07% | -26.3% |
| Q4 2021 | $1,045,000 | +6.0% | 12,486 | -7.9% | 0.10% | -6.6% |
| Q3 2021 | $986,000 | 0.0% | 13,550 | 0.0% | 0.11% | 0.0% |
| Q2 2021 | $986,000 | +8.0% | 13,550 | -3.4% | 0.11% | +1.9% |
| Q1 2021 | $913,000 | -0.5% | 14,026 | -2.5% | 0.10% | -8.8% |
| Q4 2020 | $918,000 | -8.0% | 14,383 | +232.7% | 0.11% | -15.6% |
| Q3 2020 | $998,000 | +15.6% | 4,323 | +3.8% | 0.14% | +6.3% |
| Q2 2020 | $863,000 | +22.9% | 4,163 | -2.2% | 0.13% | -9.3% |
| Q1 2020 | $702,000 | -14.6% | 4,256 | +0.3% | 0.14% | -2.8% |
| Q4 2019 | $822,000 | -8.4% | 4,243 | -14.9% | 0.14% | -18.2% |
| Q3 2019 | $897,000 | +3.3% | 4,988 | +3.0% | 0.18% | -2.2% |
| Q2 2019 | $868,000 | -36.7% | 4,844 | -39.1% | 0.18% | -36.2% |
| Q1 2019 | $1,371,000 | +10.1% | 7,959 | -3.7% | 0.28% | -6.9% |
| Q4 2018 | $1,245,000 | -34.9% | 8,267 | -23.2% | 0.30% | -14.6% |
| Q3 2018 | $1,912,000 | +44.0% | 10,761 | +31.7% | 0.36% | +33.5% |
| Q2 2018 | $1,328,000 | +20.4% | 8,171 | +12.1% | 0.27% | -18.9% |
| Q1 2018 | $1,103,000 | +2.0% | 7,291 | +6.6% | 0.33% | +5.5% |
| Q4 2017 | $1,081,000 | +13.6% | 6,840 | +4.6% | 0.31% | +0.6% |
| Q3 2017 | $952,000 | +3.7% | 6,542 | -1.9% | 0.31% | -3.1% |
| Q2 2017 | $918,000 | +9.5% | 6,671 | +4.5% | 0.32% | -0.3% |
| Q1 2017 | $838,000 | +9.1% | 6,381 | +3.5% | 0.32% | -3.3% |
| Q4 2016 | $768,000 | – | 6,166 | – | 0.33% | – |
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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% |