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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,454,000 | -22.7% | 17,383 | -31.7% | 0.09% | -33.3% |
| Q3 2021 | $1,882,000 | -12.7% | 25,464 | -14.1% | 0.14% | -25.4% |
| Q2 2021 | $2,155,000 | -18.3% | 29,637 | -26.9% | 0.19% | -33.5% |
| Q1 2021 | $2,638,000 | -2.8% | 40,516 | -4.7% | 0.28% | -17.0% |
| Q4 2020 | $2,713,000 | +5.8% | 42,516 | 0.0% | 0.34% | -31.0% |
| Q3 2020 | $2,564,000 | +53.2% | 42,516 | +427.1% | 0.50% | +59.0% |
| Q2 2020 | $1,674,000 | +25.8% | 8,066 | 0.0% | 0.31% | -12.8% |
| Q1 2020 | $1,331,000 | – | 8,066 | – | 0.36% | – |
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% |