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 | $232,696 | -2.9% | 3,644 | +7.1% | 0.07% | -5.6% |
| Q2 2023 | $239,702 | +10.3% | 3,401 | 0.0% | 0.07% | +1.4% |
| Q1 2023 | $217,290 | -44.9% | 3,401 | -49.5% | 0.07% | -49.6% |
| Q4 2022 | $394,161 | +1.3% | 6,738 | +0.3% | 0.14% | -7.3% |
| Q3 2022 | $389,000 | +8.1% | 6,721 | +12.6% | 0.15% | +6.4% |
| Q2 2022 | $360,000 | -16.5% | 5,971 | +5.8% | 0.14% | -9.6% |
| Q1 2022 | $431,000 | -7.1% | 5,644 | +1.7% | 0.16% | -18.3% |
| Q4 2021 | $464,000 | +13.2% | 5,550 | +0.2% | 0.19% | -2.6% |
| Q3 2021 | $410,000 | +9.0% | 5,541 | +7.1% | 0.20% | +6.5% |
| Q2 2021 | $376,000 | +22.1% | 5,172 | +9.5% | 0.18% | +10.8% |
| Q1 2021 | $308,000 | +2.3% | 4,723 | 0.0% | 0.17% | -7.3% |
| Q4 2020 | $301,000 | -33.7% | 4,723 | +140.1% | 0.18% | -42.8% |
| Q3 2020 | $454,000 | -0.7% | 1,967 | -10.8% | 0.31% | -41.1% |
| Q2 2020 | $457,000 | +25.9% | 2,205 | +0.2% | 0.53% | -6.5% |
| Q1 2020 | $363,000 | -27.8% | 2,201 | -15.3% | 0.57% | +27.9% |
| Q4 2019 | $503,000 | -1.6% | 2,600 | -8.5% | 0.44% | -12.6% |
| Q3 2019 | $511,000 | +0.4% | 2,841 | 0.0% | 0.51% | +7.2% |
| Q2 2019 | $509,000 | +9.2% | 2,841 | +5.1% | 0.47% | +45.0% |
| Q1 2019 | $466,000 | +14.5% | 2,704 | 0.0% | 0.33% | +1.6% |
| Q4 2018 | $407,000 | -15.0% | 2,704 | 0.0% | 0.32% | -5.3% |
| Q3 2018 | $479,000 | +8.9% | 2,704 | 0.0% | 0.34% | -36.0% |
| Q2 2018 | $440,000 | +52.8% | 2,704 | +45.5% | 0.53% | +136.0% |
| Q1 2018 | $288,000 | +21.5% | 1,859 | +19.8% | 0.22% | +9.8% |
| Q4 2017 | $237,000 | – | 1,552 | – | 0.20% | – |
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% |