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 | $2,418,168 | -2.7% | 35,343 | +0.2% | 0.27% | +2.3% |
| Q2 2023 | $2,485,689 | +10.3% | 35,268 | 0.0% | 0.26% | +0.4% |
| Q1 2023 | $2,253,273 | +9.2% | 35,268 | 0.0% | 0.26% | +3.9% |
| Q4 2022 | $2,063,178 | +1.2% | 35,268 | +0.1% | 0.25% | -26.2% |
| Q3 2022 | $2,038,000 | -3.6% | 35,226 | +0.6% | 0.34% | -1.7% |
| Q2 2022 | $2,114,000 | -18.3% | 35,021 | +3.4% | 0.35% | -12.3% |
| Q1 2022 | $2,588,000 | +71.7% | 33,884 | +88.1% | 0.40% | +74.2% |
| Q4 2021 | $1,507,000 | +939.3% | 18,012 | +817.1% | 0.23% | +502.6% |
| Q3 2021 | $145,000 | -46.9% | 1,964 | -47.8% | 0.04% | -37.7% |
| Q2 2021 | $273,000 | -26.8% | 3,760 | -34.3% | 0.06% | -27.4% |
| Q1 2021 | $373,000 | -39.4% | 5,724 | -40.7% | 0.08% | -44.4% |
| Q4 2020 | $616,000 | -18.1% | 9,652 | +196.4% | 0.15% | -27.1% |
| Q3 2020 | $752,000 | +11.2% | 3,256 | 0.0% | 0.21% | +3.0% |
| Q2 2020 | $676,000 | +50.9% | 3,256 | +20.0% | 0.20% | +18.9% |
| Q1 2020 | $448,000 | -14.8% | 2,714 | 0.0% | 0.17% | -7.7% |
| Q4 2019 | $526,000 | +7.6% | 2,714 | 0.0% | 0.18% | -1.1% |
| Q3 2019 | $489,000 | +0.6% | 2,714 | 0.0% | 0.18% | -1.1% |
| Q2 2019 | $486,000 | +4.1% | 2,714 | 0.0% | 0.19% | +0.5% |
| Q1 2019 | $467,000 | +14.5% | 2,714 | 0.0% | 0.19% | -7.5% |
| Q4 2018 | $408,000 | – | 2,714 | – | 0.20% | – |
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% |