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 | $947,754 | -2.9% | 13,852 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $976,289 | +8.7% | 13,852 | -1.4% | 0.04% | 0.0% |
| Q1 2023 | $897,783 | +3.7% | 14,052 | -5.1% | 0.04% | 0.0% |
| Q4 2022 | $866,034 | -3.8% | 14,804 | -4.8% | 0.04% | -10.3% |
| Q3 2022 | $900,000 | -4.2% | 15,554 | 0.0% | 0.04% | -2.5% |
| Q2 2022 | $939,000 | -21.7% | 15,554 | -1.0% | 0.04% | -13.0% |
| Q1 2022 | $1,199,000 | -8.8% | 15,704 | 0.0% | 0.05% | -4.2% |
| Q4 2021 | $1,314,000 | +13.2% | 15,704 | 0.0% | 0.05% | +2.1% |
| Q3 2021 | $1,161,000 | -0.3% | 15,704 | -1.9% | 0.05% | 0.0% |
| Q2 2021 | $1,164,000 | +6.7% | 16,004 | -4.5% | 0.05% | -2.1% |
| Q1 2021 | $1,091,000 | -0.1% | 16,759 | -2.0% | 0.05% | -4.0% |
| Q4 2020 | $1,092,000 | -11.5% | 17,109 | +220.5% | 0.05% | -16.7% |
| Q3 2020 | $1,234,000 | +21.2% | 5,339 | +8.9% | 0.06% | +9.1% |
| Q2 2020 | $1,018,000 | +25.8% | 4,904 | 0.0% | 0.06% | +5.8% |
| Q1 2020 | $809,000 | -14.8% | 4,904 | 0.0% | 0.05% | 0.0% |
| Q4 2019 | $950,000 | +76.3% | 4,904 | +63.8% | 0.05% | +67.7% |
| Q3 2019 | $539,000 | -3.9% | 2,993 | -4.4% | 0.03% | -3.1% |
| Q2 2019 | $561,000 | +8.7% | 3,130 | +4.6% | 0.03% | +3.2% |
| Q1 2019 | $516,000 | +14.4% | 2,993 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $451,000 | -15.2% | 2,993 | -0.3% | 0.03% | 0.0% |
| Q3 2018 | $532,000 | +1.3% | 3,003 | -7.0% | 0.03% | -11.4% |
| Q2 2018 | $525,000 | +4.8% | 3,228 | 0.0% | 0.04% | +2.9% |
| Q1 2018 | $501,000 | +1.6% | 3,228 | 0.0% | 0.03% | +3.0% |
| Q4 2017 | $493,000 | +6.5% | 3,228 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $463,000 | +4.8% | 3,228 | 0.0% | 0.03% | +3.1% |
| Q2 2017 | $442,000 | -28.4% | 3,228 | -31.2% | 0.03% | -30.4% |
| Q1 2017 | $617,000 | +2.5% | 4,695 | -5.1% | 0.05% | -2.1% |
| Q4 2016 | $602,000 | 0.0% | 4,946 | 0.0% | 0.05% | -4.1% |
| Q3 2016 | $602,000 | +59.3% | 4,946 | +52.4% | 0.05% | +58.1% |
| Q2 2016 | $378,000 | – | 3,246 | – | 0.03% | – |
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% |