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 | $1,692,916 | -5.8% | 24,743 | -3.0% | 0.67% | -6.6% |
| Q2 2023 | $1,797,874 | +10.3% | 25,509 | 0.0% | 0.72% | +2.3% |
| Q1 2023 | $1,629,770 | +30.3% | 25,509 | +19.3% | 0.70% | +19.7% |
| Q4 2022 | $1,250,730 | -2.1% | 21,380 | 0.0% | 0.58% | -19.1% |
| Q3 2022 | $1,278,000 | -0.9% | 21,380 | 0.0% | 0.72% | -1.9% |
| Q2 2022 | $1,290,000 | -21.0% | 21,380 | 0.0% | 0.74% | -9.1% |
| Q1 2022 | $1,633,000 | -8.7% | 21,380 | 0.0% | 0.81% | -7.1% |
| Q4 2021 | $1,788,000 | +13.2% | 21,380 | 0.0% | 0.87% | -4.9% |
| Q3 2021 | $1,580,000 | +0.2% | 21,380 | -1.4% | 0.92% | -3.1% |
| Q2 2021 | $1,577,000 | +11.7% | 21,692 | 0.0% | 0.95% | +5.5% |
| Q1 2021 | $1,412,000 | -17.9% | 21,692 | -19.5% | 0.90% | +35.4% |
| Q4 2020 | $1,719,000 | +2.3% | 26,948 | +270.6% | 0.66% | -12.2% |
| Q3 2020 | $1,680,000 | +11.4% | 7,272 | 0.0% | 0.76% | -6.7% |
| Q2 2020 | $1,508,000 | +24.6% | 7,272 | -0.8% | 0.81% | -3.8% |
| Q1 2020 | $1,210,000 | -22.3% | 7,332 | -8.9% | 0.84% | -11.0% |
| Q4 2019 | $1,557,000 | +6.5% | 8,045 | -0.9% | 0.94% | -10.8% |
| Q3 2019 | $1,462,000 | +1.0% | 8,122 | +0.5% | 1.06% | -6.6% |
| Q2 2019 | $1,448,000 | +3.8% | 8,079 | -0.2% | 1.13% | +2.6% |
| Q1 2019 | $1,395,000 | +14.9% | 8,094 | +0.5% | 1.10% | +2.9% |
| Q4 2018 | $1,214,000 | – | 8,057 | – | 1.07% | – |
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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% |