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 | $465,237 | -2.9% | 6,800 | 0.0% | 0.16% | +1.9% |
| Q2 2023 | $479,244 | +10.4% | 6,800 | +0.1% | 0.16% | +12.9% |
| Q1 2023 | $433,968 | -3.7% | 6,792 | -11.8% | 0.14% | -4.1% |
| Q4 2022 | $450,421 | -7.5% | 7,699 | -8.6% | 0.15% | -15.1% |
| Q3 2022 | $487,000 | -3.6% | 8,422 | +0.6% | 0.17% | +6.2% |
| Q2 2022 | $505,000 | -24.3% | 8,372 | -4.2% | 0.16% | -10.5% |
| Q1 2022 | $667,000 | -16.1% | 8,738 | -8.1% | 0.18% | -16.6% |
| Q4 2021 | $795,000 | +16.2% | 9,506 | +2.7% | 0.22% | +13.6% |
| Q3 2021 | $684,000 | +9.6% | 9,258 | -3.5% | 0.19% | +61.9% |
| Q1 2021 | $624,000 | +221.6% | 9,589 | +1044.3% | 0.12% | +114.5% |
| Q3 2020 | $194,000 | -63.5% | 838 | -74.0% | 0.06% | -28.6% |
| Q4 2019 | $532,000 | – | 3,221 | – | 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% |