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 | $874,000 | -28.6% | 14,475 | -9.7% | 0.25% | +0.8% |
| Q1 2022 | $1,224,000 | -8.7% | 16,025 | 0.0% | 0.25% | -4.2% |
| Q4 2021 | $1,341,000 | +13.3% | 16,025 | 0.0% | 0.26% | +0.4% |
| Q3 2021 | $1,184,000 | -2.6% | 16,025 | 0.0% | 0.26% | -1.5% |
| Q2 2021 | $1,216,000 | +19.1% | 16,025 | +2.2% | 0.27% | +11.8% |
| Q1 2021 | $1,021,000 | -19.5% | 15,675 | -21.2% | 0.24% | -17.4% |
| Q4 2020 | $1,269,000 | +9.7% | 19,890 | +297.4% | 0.29% | -15.5% |
| Q3 2020 | $1,157,000 | -1.9% | 5,005 | -12.0% | 0.34% | -14.3% |
| Q2 2020 | $1,180,000 | +42.9% | 5,689 | +13.7% | 0.40% | +25.2% |
| Q1 2020 | $826,000 | -14.9% | 5,005 | -0.2% | 0.32% | +12.0% |
| Q4 2019 | $971,000 | +7.5% | 5,015 | 0.0% | 0.28% | -13.1% |
| Q3 2019 | $903,000 | +0.2% | 5,015 | -0.2% | 0.33% | +16.0% |
| Q2 2019 | $901,000 | +4.0% | 5,025 | 0.0% | 0.28% | -21.4% |
| Q1 2019 | $866,000 | +12.2% | 5,025 | -2.0% | 0.36% | +5.0% |
| Q4 2018 | $772,000 | -15.4% | 5,125 | -0.5% | 0.34% | -0.9% |
| Q3 2018 | $912,000 | +9.0% | 5,149 | 0.0% | 0.34% | +7.5% |
| Q2 2018 | $837,000 | +5.0% | 5,149 | +0.2% | 0.32% | -11.6% |
| Q1 2018 | $797,000 | +1.3% | 5,137 | -0.3% | 0.36% | -12.5% |
| Q4 2017 | $787,000 | +6.1% | 5,151 | -0.4% | 0.42% | +29.7% |
| Q3 2017 | $742,000 | +4.5% | 5,171 | -4.2% | 0.32% | -41.9% |
| Q1 2017 | $710,000 | – | 5,400 | – | 0.55% | – |
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% |