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 | $232,113 | -2.6% | 3,381 | 0.0% | 0.15% | +0.7% |
| Q2 2023 | $238,326 | +10.6% | 3,381 | +0.2% | 0.15% | +7.0% |
| Q1 2023 | $215,582 | +1.7% | 3,374 | -6.9% | 0.14% | -2.7% |
| Q4 2022 | $212,015 | +1.4% | 3,624 | +0.4% | 0.15% | -8.2% |
| Q3 2022 | $209,000 | -4.1% | 3,608 | 0.0% | 0.16% | +4.6% |
| Q2 2022 | $218,000 | -20.7% | 3,608 | +0.2% | 0.15% | -7.9% |
| Q1 2022 | $275,000 | -8.6% | 3,602 | +0.2% | 0.16% | -4.6% |
| Q4 2021 | $301,000 | +13.6% | 3,596 | +0.3% | 0.17% | +4.8% |
| Q3 2021 | $265,000 | +1.5% | 3,587 | 0.0% | 0.16% | +0.6% |
| Q2 2021 | $261,000 | +12.0% | 3,587 | +0.3% | 0.16% | +5.1% |
| Q1 2021 | $233,000 | +2.2% | 3,578 | 0.0% | 0.16% | -6.0% |
| Q4 2020 | $228,000 | +10.7% | 3,578 | +300.7% | 0.17% | -6.7% |
| Q3 2020 | $206,000 | – | 893 | – | 0.18% | – |
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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% |