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 | $850,529 | -2.9% | 12,431 | 0.0% | 0.04% | +2.6% |
| Q2 2023 | $876,137 | +3.8% | 12,431 | -5.9% | 0.04% | -7.1% |
| Q1 2023 | $844,051 | +3.4% | 13,211 | -5.3% | 0.04% | -6.7% |
| Q4 2022 | $816,426 | +1.2% | 13,956 | 0.0% | 0.04% | -4.3% |
| Q3 2022 | $807,000 | -5.1% | 13,956 | -1.0% | 0.05% | 0.0% |
| Q2 2022 | $850,000 | -22.2% | 14,091 | -1.4% | 0.05% | 0.0% |
| Q1 2022 | $1,092,000 | -22.1% | 14,291 | -14.7% | 0.05% | -9.6% |
| Q4 2021 | $1,402,000 | +13.2% | 16,756 | 0.0% | 0.05% | +10.6% |
| Q3 2021 | $1,238,000 | +1.6% | 16,756 | 0.0% | 0.05% | -2.1% |
| Q2 2021 | $1,219,000 | -2.2% | 16,756 | -12.5% | 0.05% | -9.4% |
| Q1 2021 | $1,247,000 | +2.0% | 19,156 | 0.0% | 0.05% | -3.6% |
| Q4 2020 | $1,223,000 | – | 19,156 | – | 0.06% | – |
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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% |