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 2022 | $200,000 | -11.5% | 3,460 | -7.6% | 0.16% | -7.7% |
| Q2 2022 | $226,000 | -21.3% | 3,746 | -0.5% | 0.17% | -8.7% |
| Q1 2022 | $287,000 | -25.1% | 3,763 | -17.7% | 0.18% | -23.0% |
| Q4 2021 | $383,000 | +52.0% | 4,573 | +34.2% | 0.24% | +35.8% |
| Q3 2021 | $252,000 | +2.9% | 3,408 | +1.2% | 0.18% | +6.0% |
| Q2 2021 | $245,000 | +21.3% | 3,367 | +8.4% | 0.17% | +8.5% |
| Q1 2021 | $202,000 | -2.9% | 3,106 | -4.6% | 0.15% | -10.5% |
| Q4 2020 | $208,000 | -2.3% | 3,256 | +252.8% | 0.17% | -16.2% |
| Q3 2020 | $213,000 | +1.9% | 923 | -14.5% | 0.20% | +2.5% |
| Q4 2019 | $209,000 | +7.7% | 1,080 | 0.0% | 0.20% | +21.3% |
| Q3 2019 | $194,000 | 0.0% | 1,080 | 0.0% | 0.16% | -3.0% |
| Q2 2019 | $194,000 | – | 1,080 | – | 0.17% | – |
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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% |