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 | $350,882 | -1.6% | 5,128 | +1.4% | 0.36% | +10.9% |
| Q2 2023 | $356,515 | +62.9% | 5,058 | +47.6% | 0.32% | +61.6% |
| Q1 2023 | $218,895 | -13.8% | 3,426 | -22.0% | 0.20% | -28.3% |
| Q3 2022 | $254,000 | +2.0% | 4,391 | +6.4% | 0.28% | +29.6% |
| Q2 2022 | $249,000 | -5.0% | 4,128 | +20.3% | 0.21% | +14.5% |
| Q1 2022 | $262,000 | +21.9% | 3,430 | +33.5% | 0.19% | +24.0% |
| Q4 2021 | $215,000 | -95.0% | 2,569 | -95.6% | 0.15% | -95.1% |
| Q2 2021 | $4,280,000 | – | 58,842 | – | 3.07% | – |
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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% |