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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $707,566 | -24.2% | 11,075 | -30.6% | 0.35% | -17.2% |
| Q4 2022 | $933,035 | +56.8% | 15,949 | +55.1% | 0.42% | +35.5% |
| Q3 2022 | $595,000 | -75.4% | 10,286 | -74.3% | 0.31% | -70.7% |
| Q2 2022 | $2,418,000 | +14.9% | 40,070 | +45.4% | 1.07% | +60.7% |
| Q1 2022 | $2,105,000 | -10.0% | 27,563 | -1.4% | 0.66% | -35.8% |
| Q4 2021 | $2,339,000 | +11.5% | 27,951 | -1.5% | 1.03% | +3.3% |
| Q3 2021 | $2,097,000 | +1.2% | 28,375 | -0.4% | 1.00% | +4.6% |
| Q2 2021 | $2,073,000 | +6.7% | 28,500 | -4.5% | 0.96% | -2.4% |
| Q1 2021 | $1,943,000 | -10.5% | 29,839 | -12.2% | 0.98% | -15.6% |
| Q4 2020 | $2,170,000 | -0.2% | 33,998 | +261.4% | 1.16% | -19.8% |
| Q3 2020 | $2,174,000 | -16.7% | 9,408 | -25.2% | 1.45% | -8.8% |
| Q2 2020 | $2,610,000 | +12.5% | 12,578 | -10.6% | 1.59% | -4.7% |
| Q1 2020 | $2,321,000 | -26.9% | 14,062 | -14.2% | 1.67% | +26.2% |
| Q4 2019 | $3,175,000 | +16.3% | 16,397 | +8.1% | 1.32% | +9.5% |
| Q3 2019 | $2,730,000 | -18.1% | 15,163 | -18.5% | 1.21% | -20.3% |
| Q2 2019 | $3,334,000 | +4.7% | 18,602 | +0.7% | 1.51% | +4.3% |
| Q1 2019 | $3,185,000 | -4.0% | 18,481 | -16.0% | 1.45% | -6.1% |
| Q4 2018 | $3,316,000 | -15.3% | 22,009 | -0.4% | 1.55% | +5.0% |
| Q3 2018 | $3,917,000 | +10.2% | 22,106 | +1.1% | 1.47% | -1.1% |
| Q2 2018 | $3,556,000 | -13.2% | 21,870 | -17.2% | 1.49% | -15.7% |
| Q1 2018 | $4,098,000 | -25.3% | 26,427 | -26.4% | 1.76% | -20.5% |
| Q4 2017 | $5,485,000 | -0.2% | 35,903 | -6.3% | 2.22% | -5.6% |
| Q3 2017 | $5,498,000 | +3.4% | 38,332 | -1.4% | 2.35% | +2.6% |
| Q2 2017 | $5,318,000 | +5.1% | 38,863 | +1.1% | 2.29% | -5.7% |
| Q1 2017 | $5,058,000 | +13.9% | 38,459 | +5.5% | 2.43% | +4.3% |
| Q4 2016 | $4,439,000 | – | 36,451 | – | 2.33% | – |
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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% |