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 | $11,665,552 | -18.8% | 170,499 | -16.3% | 1.58% | -11.5% |
| Q2 2023 | $14,358,965 | +152.9% | 203,731 | +129.3% | 1.78% | +119.8% |
| Q1 2023 | $5,677,008 | -0.0% | 88,856 | -8.5% | 0.81% | -10.1% |
| Q4 2022 | $5,678,101 | -12.5% | 97,062 | -13.5% | 0.90% | -23.4% |
| Q3 2022 | $6,488,000 | -6.2% | 112,159 | -2.1% | 1.18% | +2.6% |
| Q2 2022 | $6,914,000 | -64.8% | 114,576 | -55.4% | 1.15% | -59.6% |
| Q1 2022 | $19,642,000 | -7.4% | 257,164 | +1.4% | 2.84% | -6.4% |
| Q4 2021 | $21,215,000 | +162.1% | 253,560 | +131.5% | 3.04% | +157.9% |
| Q3 2021 | $8,094,000 | +17.2% | 109,514 | +15.3% | 1.18% | +3.1% |
| Q2 2021 | $6,905,000 | +25.7% | 94,943 | +12.5% | 1.14% | +13.7% |
| Q1 2021 | $5,494,000 | -57.3% | 84,391 | -58.1% | 1.00% | -63.1% |
| Q4 2020 | $12,852,000 | -0.1% | 201,381 | +261.8% | 2.72% | -17.2% |
| Q3 2020 | $12,861,000 | -4.4% | 55,656 | -14.2% | 3.29% | -30.7% |
| Q2 2020 | $13,459,000 | +100.5% | 64,867 | +59.5% | 4.75% | +73.5% |
| Q1 2020 | $6,712,000 | +8186.4% | 40,667 | +9536.7% | 2.74% | +12928.6% |
| Q4 2019 | $81,000 | +47.3% | 422 | +36.1% | 0.02% | +40.0% |
| Q3 2019 | $55,000 | 0.0% | 310 | 0.0% | 0.02% | -6.2% |
| Q2 2019 | $55,000 | +3.8% | 310 | +0.3% | 0.02% | -5.9% |
| Q1 2019 | $53,000 | +15.2% | 309 | 0.0% | 0.02% | -10.5% |
| Q4 2018 | $46,000 | -55.8% | 309 | -47.5% | 0.02% | -40.6% |
| Q3 2018 | $104,000 | +9.5% | 589 | 0.0% | 0.03% | +3.2% |
| Q2 2018 | $95,000 | +4.4% | 589 | 0.0% | 0.03% | -6.1% |
| Q1 2018 | $91,000 | -80.6% | 589 | -80.8% | 0.03% | -80.4% |
| Q4 2017 | $468,000 | +706.9% | 3,066 | +647.8% | 0.17% | +630.4% |
| Q3 2017 | $58,000 | +346.2% | 410 | +283.2% | 0.02% | +228.6% |
| Q4 2016 | $13,000 | – | 107 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |