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 | $979,501 | -2.9% | 14,316 | 0.0% | 0.24% | -1.6% |
| Q2 2023 | $1,008,992 | +18.8% | 14,316 | +7.7% | 0.24% | +15.6% |
| Q1 2023 | $848,970 | -2.8% | 13,288 | -11.0% | 0.21% | -18.8% |
| Q4 2022 | $873,171 | -3.0% | 14,926 | +0.1% | 0.26% | -20.4% |
| Q2 2022 | $900,000 | -21.0% | 14,912 | 0.0% | 0.33% | -26.3% |
| Q1 2022 | $1,139,000 | -8.7% | 14,912 | 0.0% | 0.44% | -8.6% |
| Q4 2021 | $1,248,000 | – | 14,912 | – | 0.49% | – |
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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% |