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 | $783,029 | +30.6% | 11,444 | +34.6% | 0.43% | +25.6% |
| Q2 2023 | $599,464 | +10.4% | 8,505 | +0.1% | 0.34% | -0.3% |
| Q1 2023 | $542,811 | +4.4% | 8,496 | -4.4% | 0.34% | -7.3% |
| Q4 2022 | $519,701 | -56.8% | 8,884 | -57.3% | 0.37% | -56.6% |
| Q3 2022 | $1,203,000 | -21.6% | 20,796 | -18.2% | 0.86% | -1.8% |
| Q2 2022 | $1,535,000 | -23.5% | 25,435 | -3.2% | 0.87% | -8.9% |
| Q1 2022 | $2,006,000 | -10.0% | 26,267 | -1.4% | 0.96% | -6.9% |
| Q4 2021 | $2,228,000 | +13.3% | 26,631 | +0.0% | 1.03% | +0.7% |
| Q3 2021 | $1,967,000 | +2.6% | 26,620 | +1.0% | 1.02% | -0.8% |
| Q2 2021 | $1,917,000 | +12.4% | 26,355 | +0.6% | 1.03% | +5.5% |
| Q1 2021 | $1,706,000 | +5.7% | 26,200 | +3.6% | 0.98% | -7.0% |
| Q4 2020 | $1,614,000 | +26.8% | 25,293 | +359.0% | 1.05% | -5.2% |
| Q3 2020 | $1,273,000 | +28.7% | 5,511 | +15.5% | 1.11% | +2.8% |
| Q2 2020 | $989,000 | +27.3% | 4,770 | +1.3% | 1.08% | +8.8% |
| Q1 2020 | $777,000 | +56.3% | 4,709 | +83.4% | 0.99% | +132.2% |
| Q4 2019 | $497,000 | – | 2,568 | – | 0.43% | – |
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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% |