ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,270 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $681 | -2.9% | 9,953 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $701 | +9.7% | 9,953 | -0.5% | 0.08% | 0.0% |
| Q1 2023 | $639 | +9.2% | 10,001 | 0.0% | 0.08% | 0.0% |
| Q4 2022 | $585 | -56.4% | 10,001 | -56.9% | 0.08% | -51.5% |
| Q3 2022 | $1,343 | -99.9% | 23,218 | -13.8% | 0.17% | -15.5% |
| Q2 2022 | $1,625,000 | -28.7% | 26,933 | -9.7% | 0.20% | -27.3% |
| Q1 2022 | $2,278,000 | -8.7% | 29,823 | 0.0% | 0.28% | -2.1% |
| Q4 2021 | $2,495,000 | +11.1% | 29,823 | -1.9% | 0.28% | +0.4% |
| Q3 2021 | $2,246,000 | +7.0% | 30,386 | +5.2% | 0.28% | +6.9% |
| Q2 2021 | $2,100,000 | +5.8% | 28,876 | -5.3% | 0.26% | -2.2% |
| Q1 2021 | $1,985,000 | -7.3% | 30,487 | -9.2% | 0.27% | -10.7% |
| Q4 2020 | $2,142,000 | -65.1% | 33,562 | +26.2% | 0.30% | -70.3% |
| Q3 2020 | $6,144,000 | +8.6% | 26,590 | -2.5% | 1.01% | -1.4% |
| Q2 2020 | $5,658,000 | +19.2% | 27,270 | -5.1% | 1.02% | +11.2% |
| Q1 2020 | $4,745,000 | -44.6% | 28,746 | -35.0% | 0.92% | -23.6% |
| Q4 2019 | $8,568,000 | -69.1% | 44,245 | -71.3% | 1.20% | -70.6% |
| Q3 2019 | $27,732,000 | +1.6% | 154,040 | +1.2% | 4.09% | -0.8% |
| Q2 2019 | $27,286,000 | +4.4% | 152,233 | +0.4% | 4.13% | -2.2% |
| Q1 2019 | $26,130,000 | +15.9% | 151,599 | +1.3% | 4.22% | +3.6% |
| Q4 2018 | $22,543,000 | -14.9% | 149,621 | +0.0% | 4.08% | -5.0% |
| Q3 2018 | $26,498,000 | +6.7% | 149,565 | +0.7% | 4.29% | +3.2% |
| Q2 2018 | $24,825,000 | +41.3% | 148,588 | +31.2% | 4.16% | +39.0% |
| Q1 2018 | $17,566,000 | +0.7% | 113,275 | -0.8% | 2.99% | +2.5% |
| Q4 2017 | $17,449,000 | +13.4% | 114,218 | +6.5% | 2.92% | +8.2% |
| Q3 2017 | $15,388,000 | +5.0% | 107,296 | +0.1% | 2.70% | +2.7% |
| Q2 2017 | $14,662,000 | – | 107,141 | – | 2.63% | – |
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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% |