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 | $3,479 | -51.8% | 50,854 | -50.3% | 0.30% | -52.2% |
| Q2 2023 | $7,217 | +20.3% | 102,402 | +9.0% | 0.63% | +31.7% |
| Q1 2023 | $6,000 | +23.0% | 93,914 | +12.6% | 0.48% | +4.6% |
| Q4 2022 | $4,877 | -99.9% | 83,376 | -0.5% | 0.46% | -3.0% |
| Q3 2022 | $4,850,000 | +42.9% | 83,829 | +49.0% | 0.47% | +41.2% |
| Q2 2022 | $3,395,000 | +28.5% | 56,251 | +62.6% | 0.34% | +61.1% |
| Q1 2022 | $2,642,000 | -27.6% | 34,589 | -20.6% | 0.21% | -24.6% |
| Q4 2021 | $3,647,000 | +54.5% | 43,590 | +36.5% | 0.28% | +39.4% |
| Q3 2021 | $2,360,000 | +5.0% | 31,932 | +3.4% | 0.20% | +4.8% |
| Q2 2021 | $2,247,000 | +69.2% | 30,889 | +51.4% | 0.19% | +44.3% |
| Q1 2021 | $1,328,000 | +40.1% | 20,400 | +37.4% | 0.13% | +31.0% |
| Q4 2020 | $948,000 | -29.9% | 14,851 | +153.8% | 0.10% | -46.5% |
| Q3 2020 | $1,352,000 | -36.4% | 5,851 | -42.9% | 0.19% | -40.4% |
| Q2 2020 | $2,126,000 | +129.6% | 10,248 | +82.7% | 0.31% | +69.7% |
| Q1 2020 | $926,000 | -43.1% | 5,608 | -33.2% | 0.18% | -18.9% |
| Q4 2019 | $1,627,000 | +39.7% | 8,401 | +29.9% | 0.23% | +25.3% |
| Q3 2019 | $1,165,000 | -1.4% | 6,469 | -1.8% | 0.18% | -2.2% |
| Q2 2019 | $1,181,000 | -79.6% | 6,588 | +559.5% | 0.19% | +447.1% |
| Q1 2019 | $5,799,000 | +96550.0% | 999 | +11.1% | 0.03% | -20.9% |
| Q4 2018 | $6,000 | -99.6% | 899 | +9888.9% | 0.04% | -84.5% |
| Q3 2018 | $1,535,000 | +20.2% | 9 | -99.9% | 0.28% | +57.4% |
| Q2 2018 | $1,277,000 | +472.6% | 7,853 | +445.0% | 0.18% | +238.5% |
| Q1 2018 | $223,000 | -34.2% | 1,441 | -35.0% | 0.05% | -40.9% |
| Q4 2017 | $339,000 | – | 2,217 | – | 0.09% | – |
Download | ||||||
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% |