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 | $517,287 | -3.2% | 7,561 | -0.3% | 0.11% | +1.9% |
| Q2 2023 | $534,271 | +8.3% | 7,581 | -1.8% | 0.11% | +2.9% |
| Q1 2023 | $493,231 | +14.6% | 7,720 | +4.9% | 0.10% | +7.2% |
| Q4 2022 | $430,560 | +11.3% | 7,360 | +10.0% | 0.10% | +1.0% |
| Q3 2022 | $387,000 | -0.5% | 6,690 | +3.9% | 0.10% | +2.1% |
| Q2 2022 | $389,000 | -20.1% | 6,440 | +0.9% | 0.09% | -7.8% |
| Q1 2022 | $487,000 | -14.0% | 6,380 | -5.7% | 0.10% | -12.1% |
| Q4 2021 | $566,000 | +14.1% | 6,765 | +0.7% | 0.12% | +5.5% |
| Q3 2021 | $496,000 | +2.7% | 6,715 | +1.2% | 0.11% | +5.8% |
| Q2 2021 | $483,000 | +12.9% | 6,635 | +0.8% | 0.10% | 0.0% |
| Q1 2021 | $428,000 | +0.5% | 6,580 | -1.5% | 0.10% | -6.3% |
| Q4 2020 | $426,000 | +4.2% | 6,680 | +277.4% | 0.11% | -9.0% |
| Q3 2020 | $409,000 | +9.7% | 1,770 | -1.7% | 0.12% | -0.8% |
| Q2 2020 | $373,000 | +17.7% | 1,800 | -6.2% | 0.12% | +3.4% |
| Q1 2020 | $317,000 | -39.2% | 1,920 | -28.6% | 0.12% | -27.4% |
| Q4 2019 | $521,000 | +1.0% | 2,688 | -6.3% | 0.16% | -6.8% |
| Q3 2019 | $516,000 | -17.6% | 2,868 | -17.9% | 0.18% | -20.0% |
| Q2 2019 | $626,000 | +7.0% | 3,493 | +2.9% | 0.22% | +2.3% |
| Q1 2019 | $585,000 | +14.5% | 3,393 | 0.0% | 0.22% | +4.9% |
| Q4 2018 | $511,000 | – | 3,393 | – | 0.20% | – |
Download | ||||||
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% |