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 | $8,362,977 | +768.0% | 122,230 | +642.1% | 1.98% | +751.7% |
| Q4 2022 | $963,527 | -3.4% | 16,471 | 0.0% | 0.23% | -6.5% |
| Q3 2022 | $997,000 | -1.1% | 16,471 | 0.0% | 0.25% | +0.8% |
| Q2 2022 | $1,008,000 | -55.7% | 16,471 | -44.7% | 0.25% | -40.7% |
| Q1 2022 | $2,274,000 | -8.6% | 29,767 | +0.1% | 0.42% | -7.2% |
| Q4 2021 | $2,489,000 | +13.3% | 29,745 | +0.1% | 0.45% | +3.7% |
| Q3 2021 | $2,197,000 | +1.7% | 29,729 | +0.0% | 0.43% | +0.2% |
| Q2 2021 | $2,161,000 | +11.7% | 29,716 | +0.1% | 0.43% | +6.7% |
| Q1 2021 | $1,934,000 | +2.1% | 29,700 | +0.1% | 0.40% | -6.9% |
| Q4 2020 | $1,894,000 | +10.6% | 29,679 | +300.4% | 0.43% | +7.2% |
| Q3 2020 | $1,713,000 | +11.5% | 7,412 | +0.1% | 0.40% | +5.2% |
| Q2 2020 | $1,536,000 | +14.0% | 7,403 | -9.3% | 0.38% | -3.0% |
| Q1 2020 | $1,347,000 | -21.7% | 8,163 | -8.2% | 0.40% | -25.0% |
| Q4 2019 | $1,721,000 | +1.2% | 8,889 | -5.9% | 0.53% | +10.5% |
| Q3 2019 | $1,700,000 | +0.6% | 9,445 | +0.2% | 0.48% | -3.0% |
| Q2 2019 | $1,690,000 | -3.2% | 9,430 | -6.8% | 0.49% | -11.0% |
| Q1 2019 | $1,745,000 | -1.1% | 10,122 | -13.5% | 0.55% | -17.2% |
| Q4 2018 | $1,764,000 | – | 11,708 | – | 0.67% | – |
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% |