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 | $5,438,503 | -19.3% | 79,487 | -16.9% | 0.60% | -17.7% |
| Q2 2023 | $6,738,096 | +5.2% | 95,603 | -4.6% | 0.73% | -0.5% |
| Q1 2023 | $6,402,540 | +8.7% | 100,212 | -0.5% | 0.73% | +0.1% |
| Q4 2022 | $5,890,184 | +1.5% | 100,687 | +0.4% | 0.73% | -8.9% |
| Q3 2022 | $5,801,000 | -5.2% | 100,290 | -1.1% | 0.80% | -8.1% |
| Q2 2022 | $6,118,000 | +2.9% | 101,378 | +13.9% | 0.87% | +7.0% |
| Q1 2022 | $5,943,000 | -20.5% | 88,999 | -0.4% | 0.82% | -17.7% |
| Q4 2021 | $7,475,000 | +11.3% | 89,337 | -1.7% | 0.99% | +0.3% |
| Q3 2021 | $6,719,000 | -1.2% | 90,915 | +0.9% | 0.99% | -5.8% |
| Q2 2021 | $6,798,000 | +7.3% | 90,064 | -7.4% | 1.05% | +6.9% |
| Q1 2021 | $6,335,000 | -7.6% | 97,303 | -6.9% | 0.98% | -13.0% |
| Q4 2020 | $6,856,000 | +0.4% | 104,468 | +253.4% | 1.13% | -16.2% |
| Q3 2020 | $6,830,000 | -7.3% | 29,559 | -12.3% | 1.35% | -11.4% |
| Q2 2020 | $7,367,000 | +15.9% | 33,696 | -12.5% | 1.52% | -6.1% |
| Q1 2020 | $6,359,000 | -37.8% | 38,531 | -27.0% | 1.62% | -28.5% |
| Q4 2019 | $10,227,000 | -14.2% | 52,816 | -20.2% | 2.26% | -20.4% |
| Q3 2019 | $11,914,000 | -15.2% | 66,182 | -15.6% | 2.84% | -18.9% |
| Q2 2019 | $14,052,000 | +4.0% | 78,402 | -0.0% | 3.51% | -3.9% |
| Q1 2019 | $13,515,000 | +11.4% | 78,414 | -2.6% | 3.65% | -2.5% |
| Q4 2018 | $12,130,000 | -14.8% | 80,509 | +0.5% | 3.74% | -19.7% |
| Q3 2018 | $14,235,000 | +5.3% | 80,102 | +0.3% | 4.66% | -0.7% |
| Q2 2018 | $13,522,000 | +15.0% | 79,871 | +2.8% | 4.69% | +1.3% |
| Q1 2018 | $11,760,000 | +3.3% | 77,722 | +4.3% | 4.64% | -0.0% |
| Q4 2017 | $11,382,000 | +12.1% | 74,508 | +5.3% | 4.64% | -0.4% |
| Q3 2017 | $10,151,000 | – | 70,778 | – | 4.66% | – |
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% |