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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,995,000 | -54.4% | 66,200 | -36.8% | 3.41% | -9.7% |
| Q4 2021 | $8,768,000 | +11.3% | 104,800 | -1.7% | 3.78% | +3.4% |
| Q3 2021 | $7,878,000 | -41.9% | 106,600 | -42.9% | 3.65% | -48.1% |
| Q2 2021 | $13,571,000 | +10.0% | 186,600 | +249.4% | 7.04% | -3.5% |
| Q3 2020 | $12,339,000 | +98.8% | 53,400 | +29.6% | 7.30% | +136.4% |
| Q4 2018 | $6,207,000 | -7.6% | 41,200 | +8.7% | 3.09% | -8.4% |
| Q3 2018 | $6,714,000 | +11.6% | 37,900 | +2.4% | 3.37% | +79.4% |
| Q2 2018 | $6,016,000 | +4.9% | 37,000 | 0.0% | 1.88% | +6.5% |
| Q1 2018 | $5,737,000 | -2.8% | 37,000 | -17.6% | 1.76% | -50.3% |
| Q1 2017 | $5,905,000 | – | 44,900 | – | 3.55% | – |
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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% |