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 | $292,154 | -6.3% | 4,145 | -6.3% | 0.07% | -1.5% |
| Q2 2023 | $311,889 | +19.1% | 4,425 | +7.9% | 0.07% | +6.2% |
| Q1 2023 | $261,935 | -14.7% | 4,100 | -21.9% | 0.06% | -14.7% |
| Q4 2022 | $306,982 | -1.0% | 5,248 | -2.0% | 0.08% | -7.4% |
| Q3 2022 | $310,000 | -3.1% | 5,355 | +1.8% | 0.08% | +3.8% |
| Q2 2022 | $320,000 | -37.6% | 5,259 | -21.7% | 0.08% | -23.5% |
| Q1 2022 | $513,000 | -12.8% | 6,716 | -4.4% | 0.10% | -20.9% |
| Q4 2021 | $588,000 | +10.7% | 7,027 | -2.3% | 0.13% | +3.2% |
| Q3 2021 | $531,000 | -0.9% | 7,189 | -2.5% | 0.12% | -1.6% |
| Q2 2021 | $536,000 | +33.3% | 7,371 | +19.5% | 0.13% | +19.8% |
| Q1 2021 | $402,000 | +10.7% | 6,169 | +8.6% | 0.11% | +2.9% |
| Q4 2020 | $363,000 | +9.0% | 5,683 | +294.7% | 0.10% | -8.0% |
| Q3 2020 | $333,000 | +17.7% | 1,440 | +5.7% | 0.11% | +20.4% |
| Q2 2020 | $283,000 | +10.1% | 1,362 | -12.5% | 0.09% | -15.5% |
| Q1 2020 | $257,000 | -27.2% | 1,557 | -16.1% | 0.11% | +13.4% |
| Q4 2019 | $353,000 | +3.2% | 1,856 | -2.7% | 0.10% | +4.3% |
| Q3 2019 | $342,000 | +4.9% | 1,907 | +4.7% | 0.09% | +3.3% |
| Q2 2019 | $326,000 | +78.1% | 1,821 | +69.7% | 0.09% | +8.4% |
| Q1 2019 | $183,000 | – | 1,073 | – | 0.08% | – |
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% |