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 | $1,232,311 | -2.9% | 18,011 | 0.0% | 0.42% | -1.9% |
| Q2 2023 | $1,269,233 | +10.3% | 18,011 | 0.0% | 0.42% | +5.5% |
| Q1 2023 | $1,150,541 | -7.7% | 18,011 | -15.5% | 0.40% | -8.4% |
| Q4 2022 | $1,246,986 | +1.1% | 21,316 | 0.0% | 0.44% | -10.4% |
| Q3 2022 | $1,233,000 | -4.2% | 21,316 | 0.0% | 0.49% | -0.4% |
| Q2 2022 | $1,287,000 | -20.9% | 21,316 | 0.0% | 0.49% | -8.6% |
| Q1 2022 | $1,628,000 | -8.7% | 21,316 | 0.0% | 0.54% | -11.1% |
| Q4 2021 | $1,784,000 | +6.5% | 21,316 | 0.0% | 0.60% | -0.7% |
| Q3 2021 | $1,675,000 | +14.0% | 21,316 | 0.0% | 0.61% | +7.2% |
| Q2 2021 | $1,469,000 | +8.6% | 21,316 | 0.0% | 0.57% | -4.2% |
| Q1 2021 | $1,353,000 | -0.5% | 21,316 | 0.0% | 0.59% | -2.3% |
| Q4 2020 | $1,360,000 | +10.5% | 21,316 | +300.0% | 0.61% | +0.7% |
| Q3 2020 | $1,231,000 | +11.3% | 5,329 | 0.0% | 0.60% | -8.2% |
| Q2 2020 | $1,106,000 | +25.7% | 5,329 | 0.0% | 0.66% | +4.8% |
| Q1 2020 | $880,000 | +54.7% | 5,329 | +81.4% | 0.63% | +116.2% |
| Q4 2019 | $569,000 | +7.6% | 2,938 | 0.0% | 0.29% | +3.6% |
| Q3 2019 | $529,000 | +0.4% | 2,938 | 0.0% | 0.28% | +51.4% |
| Q2 2019 | $527,000 | -20.3% | 2,938 | -23.4% | 0.18% | -50.8% |
| Q1 2019 | $661,000 | +1552.5% | 3,834 | +1330.6% | 0.38% | +1404.0% |
| Q4 2018 | $40,000 | – | 268 | – | 0.02% | – |
Download | ||||||
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% |