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 | $1,046,826 | -4.2% | 15,300 | -1.3% | 0.10% | -1.0% |
| Q2 2023 | $1,092,440 | +9.9% | 15,500 | -0.4% | 0.10% | -2.9% |
| Q1 2023 | $994,448 | +108464.2% | 15,565 | -0.6% | 0.10% | -4.5% |
| Q4 2022 | $916 | -99.9% | 15,665 | -2.2% | 0.11% | -6.0% |
| Q3 2022 | $926,000 | -4.2% | 16,015 | -0.0% | 0.12% | +2.6% |
| Q2 2022 | $967,000 | -30.5% | 16,021 | -12.0% | 0.11% | -10.2% |
| Q1 2022 | $1,391,000 | -9.4% | 18,215 | -0.7% | 0.13% | 0.0% |
| Q4 2021 | $1,535,000 | +13.2% | 18,340 | 0.0% | 0.13% | +0.8% |
| Q3 2021 | $1,356,000 | +1.6% | 18,340 | 0.0% | 0.13% | 0.0% |
| Q2 2021 | $1,334,000 | +11.7% | 18,340 | 0.0% | 0.13% | +0.8% |
| Q1 2021 | $1,194,000 | – | 18,340 | – | 0.12% | – |
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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% |