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 | $491,916 | -2.7% | 7,190 | +0.2% | 0.25% | +5.5% |
| Q2 2023 | $505,740 | +8.3% | 7,176 | -1.8% | 0.24% | +0.4% |
| Q1 2023 | $466,841 | +12.7% | 7,307 | +3.2% | 0.24% | -2.9% |
| Q4 2022 | $414,054 | +1.2% | 7,078 | +0.0% | 0.24% | -9.7% |
| Q3 2022 | $409,000 | -2.9% | 7,075 | +1.4% | 0.27% | +0.4% |
| Q2 2022 | $421,000 | -12.5% | 6,978 | +10.8% | 0.27% | -0.7% |
| Q1 2022 | $481,000 | -7.0% | 6,296 | +1.9% | 0.27% | +3.5% |
| Q4 2021 | $517,000 | +13.6% | 6,176 | +0.4% | 0.26% | +1.2% |
| Q3 2021 | $455,000 | +7.1% | 6,151 | +5.4% | 0.26% | +5.8% |
| Q2 2021 | $425,000 | +26.5% | 5,838 | +10.9% | 0.24% | +3.0% |
| Q1 2021 | $336,000 | 0.0% | 5,266 | 0.0% | 0.24% | +4.9% |
| Q4 2020 | $336,000 | – | 5,266 | – | 0.22% | – |
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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% |