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 | $882,755 | +8.9% | 12,902 | +12.1% | 0.11% | +3.8% |
| Q2 2023 | $810,943 | +23.6% | 11,506 | +12.1% | 0.11% | +17.8% |
| Q1 2023 | $656,023 | +149.0% | 10,268 | +128.0% | 0.09% | +60.7% |
| Q4 2022 | $263,426 | +0.2% | 4,503 | -0.9% | 0.06% | -5.1% |
| Q3 2022 | $263,000 | -4.0% | 4,546 | 0.0% | 0.06% | +3.5% |
| Q2 2022 | $274,000 | -23.7% | 4,546 | -3.4% | 0.06% | -16.2% |
| Q1 2022 | $359,000 | -6.8% | 4,705 | +2.1% | 0.07% | -6.8% |
| Q4 2021 | $385,000 | -58.8% | 4,606 | -63.6% | 0.07% | -62.6% |
| Q3 2021 | $935,000 | – | 12,646 | – | 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% |