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 | $433,874 | +66.1% | 6,341 | +71.1% | 0.03% | +37.5% |
| Q2 2023 | $261,152 | -28.4% | 3,705 | -35.1% | 0.02% | +4.3% |
| Q1 2023 | $364,684 | +77.9% | 5,708 | +62.9% | 0.02% | +9.5% |
| Q4 2022 | $204,984 | +2.5% | 3,504 | +1.1% | 0.02% | +162.5% |
| Q3 2022 | $200,000 | -2.9% | 3,467 | +1.4% | 0.01% | -71.4% |
| Q2 2022 | $206,000 | -21.1% | 3,420 | +0.2% | 0.03% | 0.0% |
| Q1 2022 | $261,000 | -16.1% | 3,412 | -8.3% | 0.03% | -12.5% |
| Q4 2021 | $311,000 | +3.7% | 3,722 | 0.0% | 0.03% | -15.8% |
| Q3 2021 | $300,000 | +14.5% | 3,722 | +3.3% | 0.04% | +2.7% |
| Q2 2021 | $262,000 | -4.0% | 3,602 | -14.2% | 0.04% | -21.3% |
| Q1 2021 | $273,000 | -0.4% | 4,198 | -2.1% | 0.05% | -16.1% |
| Q4 2020 | $274,000 | +4.2% | 4,287 | +277.0% | 0.06% | -9.7% |
| Q3 2020 | $263,000 | +12.4% | 1,137 | +0.7% | 0.06% | +1.6% |
| Q2 2020 | $234,000 | -4.1% | 1,129 | -23.9% | 0.06% | -26.5% |
| Q1 2020 | $244,000 | -15.6% | 1,484 | -0.7% | 0.08% | +9.2% |
| Q4 2019 | $289,000 | +4.0% | 1,494 | -3.4% | 0.08% | -5.0% |
| Q3 2019 | $278,000 | -4.1% | 1,546 | -4.7% | 0.08% | -14.9% |
| Q2 2019 | $290,000 | +9.8% | 1,623 | +5.9% | 0.09% | +9.3% |
| Q1 2019 | $264,000 | -32.5% | 1,532 | -41.1% | 0.09% | -48.8% |
| Q4 2018 | $391,000 | +39.6% | 2,599 | +64.1% | 0.17% | +28.2% |
| Q3 2018 | $280,000 | +139.3% | 1,584 | +110.6% | 0.13% | +142.6% |
| Q1 2018 | $117,000 | +1.7% | 752 | 0.0% | 0.05% | +1.9% |
| Q4 2017 | $115,000 | – | 752 | – | 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% |