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 | $872,172 | +1.7% | 12,747 | +4.8% | 0.11% | +4.6% |
| Q2 2023 | $857,553 | +10.4% | 12,167 | +0.0% | 0.11% | +2.9% |
| Q1 2023 | $777,104 | +9.0% | 12,163 | -0.2% | 0.10% | +2.9% |
| Q4 2022 | $712,668 | +1.2% | 12,182 | +0.0% | 0.10% | -4.7% |
| Q3 2022 | $704,000 | -1.9% | 12,178 | +2.4% | 0.11% | +18.9% |
| Q2 2022 | $718,000 | -26.4% | 11,897 | -6.8% | 0.09% | -19.6% |
| Q1 2022 | $975,000 | -32.0% | 12,762 | -25.5% | 0.11% | -28.7% |
| Q4 2021 | $1,434,000 | +15.3% | 17,138 | +1.8% | 0.16% | +4.7% |
| Q3 2021 | $1,244,000 | -0.4% | 16,831 | -2.0% | 0.15% | -0.7% |
| Q2 2021 | $1,249,000 | +10.3% | 17,173 | -1.2% | 0.15% | +0.7% |
| Q1 2021 | $1,132,000 | -0.2% | 17,379 | -2.2% | 0.15% | -5.7% |
| Q4 2020 | $1,134,000 | +12.4% | 17,764 | +306.7% | 0.16% | -1.9% |
| Q3 2020 | $1,009,000 | +8.8% | 4,368 | -2.2% | 0.16% | +1.2% |
| Q2 2020 | $927,000 | +19.0% | 4,466 | -5.4% | 0.16% | -4.2% |
| Q1 2020 | $779,000 | -22.3% | 4,722 | -8.8% | 0.17% | -0.6% |
| Q4 2019 | $1,003,000 | +7.3% | 5,180 | -0.3% | 0.17% | -4.0% |
| Q3 2019 | $935,000 | +17.8% | 5,196 | +17.3% | 0.18% | +8.0% |
| Q2 2019 | $794,000 | +8.8% | 4,428 | +4.6% | 0.16% | +29.6% |
| Q1 2019 | $730,000 | +16.2% | 4,234 | +1.6% | 0.12% | -3.1% |
| Q4 2018 | $628,000 | -15.9% | 4,167 | -1.2% | 0.13% | +2.4% |
| Q3 2018 | $747,000 | +10.5% | 4,216 | +1.4% | 0.13% | +3.3% |
| Q2 2018 | $676,000 | +4.8% | 4,157 | 0.0% | 0.12% | +3.4% |
| Q1 2018 | $645,000 | +1.6% | 4,157 | +0.1% | 0.12% | +1.7% |
| Q4 2017 | $635,000 | – | 4,154 | – | 0.12% | – |
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% |