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 | $639,731 | -2.6% | 10,013 | -10.9% | 0.24% | -13.1% |
| Q4 2022 | $657,131 | -8.5% | 11,233 | -9.6% | 0.28% | -18.6% |
| Q3 2022 | $718,000 | -4.3% | 12,428 | 0.0% | 0.34% | -4.8% |
| Q2 2022 | $750,000 | -29.6% | 12,428 | -2.5% | 0.36% | -12.1% |
| Q4 2021 | $1,066,000 | +7.9% | 12,741 | -4.7% | 0.40% | -6.7% |
| Q3 2021 | $988,000 | +1.6% | 13,376 | 0.0% | 0.43% | -2.7% |
| Q2 2021 | $972,000 | +11.7% | 13,376 | 0.0% | 0.44% | -2.0% |
| Q1 2021 | $870,000 | +1179.4% | 13,376 | +3365.3% | 0.45% | +790.2% |
| Q3 2018 | $68,000 | +9.7% | 386 | 0.0% | 0.05% | -7.3% |
| Q2 2018 | $62,000 | +6.9% | 386 | 0.0% | 0.06% | +5.8% |
| Q4 2017 | $58,000 | – | 386 | – | 0.05% | – |
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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% |