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 | $1,232 | -99.4% | 18 | -99.4% | 0.00% | -100.0% |
| Q2 2023 | $195,794 | +2.4% | 2,778 | -7.2% | 0.02% | 0.0% |
| Q1 2023 | $191,159 | +2.3% | 2,992 | -6.4% | 0.02% | -37.1% |
| Q4 2022 | $186,908 | +16.8% | 3,195 | +15.8% | 0.04% | -72.4% |
| Q3 2022 | $160,000 | -4.2% | 2,760 | 0.0% | 0.13% | +36.6% |
| Q2 2022 | $167,000 | -27.7% | 2,760 | 0.0% | 0.09% | +25.7% |
| Q4 2021 | $231,000 | +11.6% | 2,760 | +157.9% | 0.07% | +155.2% |
| Q4 2019 | $207,000 | -4.6% | 1,070 | -11.3% | 0.03% | -12.1% |
| Q3 2019 | $217,000 | -2.7% | 1,206 | -3.0% | 0.03% | +3.1% |
| Q2 2019 | $223,000 | +4.2% | 1,243 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $214,000 | – | 1,243 | – | 0.03% | – |
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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% |