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 | $14,177,579 | -7.7% | 206,594 | -5.2% | 0.06% | +189.5% |
| Q2 2023 | $15,361,701 | +127.0% | 217,958 | +105.8% | 0.02% | -85.9% |
| Q1 2023 | $6,767,100 | +19.5% | 105,918 | -9.2% | 0.14% | +87.5% |
| Q4 2022 | $5,660,737 | -4.8% | 116,693 | +13.5% | 0.07% | -4.0% |
| Q3 2022 | $5,947,000 | -3.8% | 102,792 | -15.4% | 0.08% | -1.3% |
| Q2 2022 | $6,185,000 | -20.8% | 121,474 | +18.9% | 0.08% | -6.2% |
| Q1 2022 | $7,806,000 | -11.7% | 102,204 | -3.3% | 0.08% | -4.7% |
| Q4 2021 | $8,841,000 | +81.5% | 105,668 | +60.3% | 0.08% | +28.8% |
| Q3 2021 | $4,871,000 | +18.9% | 65,911 | +17.0% | 0.07% | +13.8% |
| Q2 2021 | $4,095,000 | +12.2% | 56,315 | +0.4% | 0.06% | 0.0% |
| Q1 2021 | $3,651,000 | +50.2% | 56,082 | +47.3% | 0.06% | +48.7% |
| Q4 2020 | $2,430,000 | +22.2% | 38,068 | +342.4% | 0.04% | +5.4% |
| Q3 2020 | $1,988,000 | +221.7% | 8,604 | +189.0% | 0.04% | +164.3% |
| Q2 2020 | $618,000 | -85.0% | 2,977 | -88.1% | 0.01% | -88.9% |
| Q1 2020 | $4,128,000 | +240.9% | 25,013 | +300.1% | 0.13% | +281.8% |
| Q4 2019 | $1,211,000 | +27.9% | 6,252 | +18.8% | 0.03% | +13.8% |
| Q3 2019 | $947,000 | +15.1% | 5,261 | +14.6% | 0.03% | +11.5% |
| Q2 2019 | $823,000 | +431.0% | 4,590 | +411.1% | 0.03% | +333.3% |
| Q1 2019 | $155,000 | +82.4% | 898 | +59.8% | 0.01% | +20.0% |
| Q4 2018 | $85,000 | – | 562 | – | 0.01% | – |
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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% |