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. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |