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 | $672,379 | -5.4% | 9,827 | -2.6% | 0.19% | -6.5% |
| Q2 2023 | $710,774 | -26.5% | 10,085 | -12.7% | 0.20% | -59.0% |
| Q4 2021 | $967,000 | +37.7% | 11,557 | +21.7% | 0.49% | +70.6% |
| Q3 2021 | $702,000 | +10.0% | 9,499 | +8.3% | 0.29% | +16.3% |
| Q2 2021 | $638,000 | +91.0% | 8,767 | +70.7% | 0.25% | +28.8% |
| Q1 2021 | $334,000 | -13.0% | 5,136 | -14.7% | 0.19% | -27.7% |
| Q4 2020 | $384,000 | – | 6,018 | – | 0.26% | – |
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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% |