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 | $12,729,684 | +10.4% | 186,052 | +13.7% | 0.48% | +13.8% |
| Q2 2023 | $11,529,035 | +13.2% | 163,579 | +2.6% | 0.43% | +7.3% |
| Q1 2023 | $10,185,349 | +239837.6% | 159,420 | +119.7% | 0.40% | +66.1% |
| Q4 2022 | $4,245 | -99.9% | 72,564 | -24.1% | 0.24% | -28.9% |
| Q3 2022 | $5,533,000 | -55.7% | 95,646 | -53.8% | 0.34% | -34.8% |
| Q2 2022 | $12,494,000 | -48.8% | 207,029 | -35.0% | 0.52% | -21.1% |
| Q1 2022 | $24,396,000 | +9.4% | 318,389 | +19.4% | 0.65% | +31.9% |
| Q4 2021 | $22,308,000 | +55.1% | 266,614 | +37.0% | 0.50% | +29.9% |
| Q3 2021 | $14,386,000 | -2.8% | 194,644 | -4.4% | 0.38% | -5.0% |
| Q2 2021 | $14,807,000 | -17.7% | 203,587 | -26.2% | 0.40% | -16.3% |
| Q1 2021 | $17,999,000 | – | 275,943 | – | 0.48% | – |
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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% |