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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $15,020 | +9.8% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $13,684 | -2.9% | 200 | 0.0% | 0.00% | -20.0% |
| Q2 2023 | $14,096 | +10.3% | 200 | 0.0% | 0.01% | +25.0% |
| Q1 2023 | $12,778 | +9.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $11,700 | -64.5% | 200 | -50.0% | 0.00% | -63.6% |
| Q4 2021 | $33,000 | +10.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $30,000 | +3.4% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $29,000 | +11.5% | 400 | 0.0% | 0.01% | +22.2% |
| Q1 2021 | $26,000 | +4.0% | 400 | 0.0% | 0.01% | -10.0% |
| Q4 2020 | $25,000 | +8.7% | 400 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $23,000 | +15.0% | 100 | 0.0% | 0.01% | +11.1% |
| Q2 2020 | $20,000 | +25.0% | 100 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $16,000 | -15.8% | 100 | 0.0% | 0.01% | -20.0% |
| Q4 2019 | $19,000 | +5.6% | 100 | 0.0% | 0.01% | +25.0% |
| Q3 2019 | $18,000 | +5.9% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $17,000 | -50.0% | 100 | -14.5% | 0.01% | +14.3% |
| Q1 2019 | $34,000 | +126.7% | 117 | +17.0% | 0.01% | 0.0% |
| Q4 2018 | $15,000 | -11.8% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $17,000 | +6.2% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $16,000 | +6.7% | 100 | 0.0% | 0.01% | +16.7% |
| Q1 2018 | $15,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $15,000 | +7.1% | 100 | 0.0% | 0.01% | -25.0% |
| Q3 2017 | $14,000 | +7.7% | 100 | 0.0% | 0.01% | +14.3% |
| Q2 2017 | $13,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $13,000 | – | 100 | – | 0.01% | – |
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% |