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 | $7,670 | +129.2% | 112,107 | +135.4% | 0.55% | +565.1% |
| Q2 2023 | $3,346 | +181.9% | 47,632 | +156.4% | 0.08% | +40.7% |
| Q1 2023 | $1,187 | +26.7% | 18,578 | +16.0% | 0.06% | +13.5% |
| Q4 2022 | $937 | -99.9% | 16,017 | +21.8% | 0.05% | +13.0% |
| Q3 2022 | $761,000 | +7.6% | 13,151 | +12.3% | 0.05% | +21.1% |
| Q2 2022 | $707,000 | -17.8% | 11,712 | +4.0% | 0.04% | -15.6% |
| Q1 2022 | $860,000 | -48.3% | 11,265 | -43.4% | 0.04% | -45.1% |
| Q4 2021 | $1,665,000 | -44.7% | 19,904 | -51.1% | 0.08% | -53.7% |
| Q3 2021 | $3,009,000 | +252.3% | 40,717 | +246.9% | 0.18% | +234.0% |
| Q2 2021 | $854,000 | +14.3% | 11,736 | +2.3% | 0.05% | -7.0% |
| Q1 2021 | $747,000 | -57.5% | 11,470 | -58.4% | 0.06% | -61.0% |
| Q4 2020 | $1,758,000 | – | 27,545 | – | 0.15% | – |
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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% |