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 | $3,685,238 | -2.2% | 53,862 | +0.7% | 1.08% | +4.6% |
| Q2 2023 | $3,769,411 | +7.6% | 53,482 | -2.5% | 1.03% | +12.2% |
| Q1 2023 | $3,503,536 | +4.6% | 54,837 | -4.2% | 0.92% | -8.2% |
| Q4 2022 | $3,350,354 | -7.9% | 57,271 | -8.9% | 1.00% | -10.5% |
| Q3 2022 | $3,636,000 | 0.0% | 62,851 | +4.3% | 1.12% | -1.5% |
| Q2 2022 | $3,636,000 | -20.7% | 60,248 | +0.4% | 1.14% | -13.9% |
| Q1 2022 | $4,584,000 | -4.7% | 60,019 | +4.4% | 1.32% | -12.2% |
| Q4 2021 | $4,810,000 | +13.7% | 57,489 | +0.5% | 1.50% | +9.4% |
| Q3 2021 | $4,229,000 | +4.7% | 57,213 | +3.0% | 1.37% | -1.8% |
| Q2 2021 | $4,040,000 | +13.2% | 55,548 | +1.3% | 1.40% | -4.8% |
| Q1 2021 | $3,569,000 | +24.1% | 54,822 | +21.6% | 1.47% | +12.1% |
| Q4 2020 | $2,876,000 | +11.2% | 45,068 | +302.6% | 1.31% | -3.7% |
| Q3 2020 | $2,587,000 | +12.8% | 11,194 | +1.2% | 1.36% | -2.4% |
| Q2 2020 | $2,294,000 | -3.0% | 11,056 | -22.9% | 1.40% | -20.9% |
| Q1 2020 | $2,366,000 | -2.4% | 14,336 | +14.5% | 1.76% | +32.6% |
| Q4 2019 | $2,424,000 | +7.9% | 12,517 | +0.3% | 1.33% | +4.9% |
| Q3 2019 | $2,247,000 | +233.9% | 12,481 | +232.2% | 1.27% | +203.3% |
| Q2 2019 | $673,000 | +100.9% | 3,757 | +93.5% | 0.42% | +41.2% |
| Q1 2019 | $335,000 | +53.7% | 1,942 | +34.4% | 0.30% | +28.7% |
| Q4 2018 | $218,000 | – | 1,445 | – | 0.23% | – |
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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% |