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 | $705,010 | -2.9% | 10,304 | 0.0% | 0.20% | -1.5% |
| Q2 2023 | $726,237 | +10.5% | 10,304 | +0.1% | 0.20% | +3.1% |
| Q1 2023 | $657,416 | +10.5% | 10,290 | +1.1% | 0.19% | -10.2% |
| Q4 2022 | $595,161 | +0.5% | 10,174 | -0.5% | 0.22% | -9.3% |
| Q3 2022 | $592,000 | -5.6% | 10,225 | -1.7% | 0.24% | -2.5% |
| Q2 2022 | $627,000 | -28.2% | 10,397 | -9.1% | 0.24% | -24.3% |
| Q1 2022 | $873,000 | +1.7% | 11,432 | +0.1% | 0.32% | -0.3% |
| Q4 2021 | $858,000 | -2.5% | 11,420 | -4.1% | 0.32% | -7.2% |
| Q3 2021 | $880,000 | -6.4% | 11,905 | -7.9% | 0.35% | -19.9% |
| Q2 2021 | $940,000 | -13.8% | 12,929 | -22.8% | 0.43% | -18.3% |
| Q1 2021 | $1,090,000 | +2.1% | 16,743 | +0.3% | 0.53% | -10.0% |
| Q4 2020 | $1,068,000 | +7.7% | 16,688 | +288.9% | 0.59% | -6.8% |
| Q3 2020 | $992,000 | +21.3% | 4,291 | +8.9% | 0.63% | -1.4% |
| Q2 2020 | $818,000 | +24.3% | 3,942 | -1.1% | 0.64% | -4.8% |
| Q1 2020 | $658,000 | -21.3% | 3,986 | -3.2% | 0.67% | +13.1% |
| Q4 2019 | $836,000 | +11.8% | 4,119 | -0.8% | 0.60% | +2.4% |
| Q3 2019 | $748,000 | -5.8% | 4,154 | -6.3% | 0.58% | -8.9% |
| Q2 2019 | $794,000 | -0.3% | 4,431 | -4.0% | 0.64% | -0.9% |
| Q1 2019 | $796,000 | +14.9% | 4,617 | +0.4% | 0.64% | -20.1% |
| Q4 2018 | $693,000 | – | 4,599 | – | 0.81% | – |
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% |