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 | $6,484,536 | -4.0% | 94,775 | -1.1% | 6.34% | +1.4% |
| Q2 2023 | $6,752,015 | +22.5% | 95,800 | +11.1% | 6.26% | +22.4% |
| Q1 2023 | $5,510,428 | +8.5% | 86,249 | -0.7% | 5.11% | +2.2% |
| Q4 2022 | $5,078,806 | +13.3% | 86,817 | +12.1% | 5.00% | +1.4% |
| Q3 2022 | $4,482,000 | +10.4% | 77,474 | +15.2% | 4.94% | +18.7% |
| Q2 2022 | $4,058,000 | -16.6% | 67,235 | +5.5% | 4.16% | +0.2% |
| Q1 2022 | $4,866,000 | +2.1% | 63,709 | +11.9% | 4.15% | +2.7% |
| Q4 2021 | $4,764,000 | +15.4% | 56,935 | +2.0% | 4.04% | +7.9% |
| Q3 2021 | $4,127,000 | +1.8% | 55,837 | +0.1% | 3.74% | +1.6% |
| Q2 2021 | $4,055,000 | +11.2% | 55,760 | -0.4% | 3.68% | +5.3% |
| Q1 2021 | $3,645,000 | +2.4% | 55,979 | +0.4% | 3.50% | -1.7% |
| Q4 2020 | $3,559,000 | – | 55,766 | – | 3.56% | – |
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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% |