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 | $377,968 | +55.5% | 5,524 | +60.2% | 0.10% | +58.5% |
Q2 2023 | $243,031 | -12.9% | 3,448 | -21.1% | 0.06% | -23.5% |
Q1 2023 | $279,077 | +9.2% | 4,368 | 0.0% | 0.08% | 0.0% |
Q4 2022 | $255,533 | -17.3% | 4,368 | -18.3% | 0.08% | -24.8% |
Q3 2022 | $309,000 | -33.7% | 5,348 | -12.3% | 0.11% | -23.6% |
Q2 2022 | $466,000 | 0.0% | 6,098 | 0.0% | 0.15% | 0.0% |
Q1 2022 | $466,000 | +17.1% | 6,098 | +28.1% | 0.15% | +8.0% |
Q4 2021 | $398,000 | +13.1% | 4,762 | 0.0% | 0.14% | -4.9% |
Q3 2021 | $352,000 | +1.7% | 4,762 | 0.0% | 0.14% | -9.4% |
Q2 2021 | $346,000 | +17.7% | 4,762 | +5.3% | 0.16% | +1.9% |
Q1 2021 | $294,000 | -2.3% | 4,521 | -4.4% | 0.16% | -12.8% |
Q4 2020 | $301,000 | +10.3% | 4,731 | +299.9% | 0.18% | -16.4% |
Q3 2020 | $273,000 | -48.3% | 1,183 | -7.2% | 0.21% | +7.0% |
Q2 2020 | $528,000 | +151.4% | 1,275 | +0.2% | 0.20% | +4.2% |
Q1 2020 | $210,000 | -19.8% | 1,272 | -12.7% | 0.19% | +5.5% |
Q4 2019 | $262,000 | 0.0% | 1,457 | 0.0% | 0.18% | +0.6% |
Q3 2019 | $262,000 | +0.4% | 1,457 | 0.0% | 0.18% | -2.2% |
Q2 2019 | $261,000 | – | 1,457 | – | 0.18% | – |
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% |