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 | $71 | -9.0% | 1,029 | -6.5% | 0.08% | -7.0% |
| Q2 2023 | $78 | -2.5% | 1,100 | -12.0% | 0.09% | -13.1% |
| Q1 2023 | $80 | -21.6% | 1,250 | -28.6% | 0.10% | -21.4% |
| Q4 2022 | $102 | -99.9% | 1,750 | 0.0% | 0.13% | -0.8% |
| Q3 2022 | $101,000 | -4.7% | 1,750 | 0.0% | 0.13% | -2.3% |
| Q2 2022 | $106,000 | -24.3% | 1,750 | -4.4% | 0.13% | -13.3% |
| Q1 2022 | $140,000 | -10.3% | 1,830 | -1.6% | 0.15% | -5.1% |
| Q4 2021 | $156,000 | +13.9% | 1,860 | 0.0% | 0.16% | +4.6% |
| Q3 2021 | $137,000 | +1.5% | 1,860 | 0.0% | 0.15% | +10.2% |
| Q2 2021 | $135,000 | +11.6% | 1,860 | 0.0% | 0.14% | +33.0% |
| Q1 2021 | $121,000 | +1.7% | 1,860 | 0.0% | 0.10% | +5.1% |
| Q4 2020 | $119,000 | +11.2% | 1,860 | +300.0% | 0.10% | -4.9% |
| Q3 2020 | $107,000 | +11.5% | 465 | 0.0% | 0.10% | +15.7% |
| Q2 2020 | $96,000 | +24.7% | 465 | 0.0% | 0.09% | +9.9% |
| Q1 2020 | $77,000 | -14.4% | 465 | 0.0% | 0.08% | +12.5% |
| Q4 2019 | $90,000 | -4.3% | 465 | -10.6% | 0.07% | -6.5% |
| Q3 2019 | $94,000 | +1.1% | 520 | 0.0% | 0.08% | +6.9% |
| Q2 2019 | $93,000 | +3.3% | 520 | 0.0% | 0.07% | 0.0% |
| Q1 2019 | $90,000 | +4.7% | 520 | -8.8% | 0.07% | -5.3% |
| Q4 2018 | $86,000 | -14.9% | 570 | 0.0% | 0.08% | 0.0% |
| Q3 2018 | $101,000 | +8.6% | 570 | 0.0% | 0.08% | +11.8% |
| Q2 2018 | $93,000 | +5.7% | 570 | 0.0% | 0.07% | -4.2% |
| Q1 2018 | $88,000 | -13.7% | 570 | -14.9% | 0.07% | -9.0% |
| Q4 2017 | $102,000 | – | 670 | – | 0.08% | – |
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% |