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 | $947,409 | +60.6% | 13,849 | +50.0% | 0.27% | -25.0% |
| Q1 2023 | $590,079 | -32.7% | 9,235 | -38.3% | 0.36% | +36.9% |
| Q4 2022 | $876,350 | -21.4% | 14,979 | -22.3% | 0.26% | -28.4% |
| Q3 2022 | $1,115,000 | +3.8% | 19,280 | +8.3% | 0.36% | -3.2% |
| Q2 2022 | $1,074,000 | -21.5% | 17,802 | -0.7% | 0.38% | -26.9% |
| Q1 2022 | $1,369,000 | -11.9% | 17,929 | -3.5% | 0.51% | -9.8% |
| Q4 2021 | $1,554,000 | +0.6% | 18,575 | -11.1% | 0.57% | -16.6% |
| Q3 2021 | $1,544,000 | -5.5% | 20,888 | -7.0% | 0.68% | -28.1% |
| Q2 2021 | $1,633,000 | +81.4% | 22,455 | +62.6% | 0.95% | +25.4% |
| Q1 2021 | $900,000 | – | 13,812 | – | 0.76% | – |
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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% |