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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,141,000 | +13.2% | 13,636 | 0.0% | 0.32% | +3.5% |
| Q3 2021 | $1,008,000 | +1.6% | 13,636 | 0.0% | 0.31% | +4.0% |
| Q2 2021 | $992,000 | -2.6% | 13,636 | -12.9% | 0.30% | -7.1% |
| Q1 2021 | $1,019,000 | +14.6% | 15,655 | +12.4% | 0.32% | +4.2% |
| Q4 2020 | $889,000 | -21.5% | 13,930 | +184.1% | 0.31% | -25.1% |
| Q3 2020 | $1,133,000 | +11.3% | 4,904 | 0.0% | 0.42% | +6.4% |
| Q2 2020 | $1,018,000 | +25.8% | 4,904 | 0.0% | 0.39% | +7.7% |
| Q1 2020 | $809,000 | -14.8% | 4,904 | 0.0% | 0.36% | +0.8% |
| Q4 2019 | $950,000 | +32.1% | 4,904 | +22.8% | 0.36% | +13.2% |
| Q3 2019 | $719,000 | +0.4% | 3,995 | 0.0% | 0.32% | +7.5% |
| Q2 2019 | $716,000 | +6.2% | 3,995 | +2.2% | 0.30% | +3.5% |
| Q1 2019 | $674,000 | +14.4% | 3,910 | 0.0% | 0.28% | +6.3% |
| Q4 2018 | $589,000 | -15.0% | 3,910 | 0.0% | 0.27% | -3.6% |
| Q3 2018 | $693,000 | +9.0% | 3,910 | 0.0% | 0.28% | +2.2% |
| Q2 2018 | $636,000 | +5.0% | 3,910 | 0.0% | 0.27% | +4.2% |
| Q1 2018 | $606,000 | +1.5% | 3,910 | 0.0% | 0.26% | +7.0% |
| Q4 2017 | $597,000 | +11.6% | 3,910 | 0.0% | 0.24% | +16.7% |
| Q3 2017 | $535,000 | 0.0% | 3,910 | 0.0% | 0.21% | 0.0% |
| Q2 2017 | $535,000 | +4.1% | 3,910 | 0.0% | 0.21% | +3.0% |
| Q1 2017 | $514,000 | +8.0% | 3,910 | 0.0% | 0.20% | +6.8% |
| Q4 2016 | $476,000 | 0.0% | 3,910 | 0.0% | 0.19% | -1.0% |
| Q3 2016 | $476,000 | +4.4% | 3,910 | 0.0% | 0.19% | +4.3% |
| Q2 2016 | $456,000 | +0.7% | 3,910 | 0.0% | 0.18% | +0.5% |
| Q1 2016 | $453,000 | 0.0% | 3,910 | 0.0% | 0.18% | -1.6% |
| Q4 2015 | $453,000 | +7.6% | 3,910 | 0.0% | 0.19% | +5.1% |
| Q3 2015 | $421,000 | -5.4% | 3,910 | 0.0% | 0.18% | -1.7% |
| Q2 2015 | $445,000 | -0.2% | 3,910 | 0.0% | 0.18% | -0.6% |
| Q1 2015 | $446,000 | +2.3% | 3,910 | 0.0% | 0.18% | +1.7% |
| Q4 2014 | $436,000 | +4.3% | 3,910 | 0.0% | 0.18% | +1.7% |
| Q3 2014 | $418,000 | +1.7% | 3,910 | 0.0% | 0.18% | +2.3% |
| Q2 2014 | $411,000 | +5.4% | 3,910 | 0.0% | 0.17% | +1.2% |
| Q1 2014 | $390,000 | +1.0% | 3,910 | 0.0% | 0.17% | +1.2% |
| Q4 2013 | $386,000 | +10.6% | 3,910 | 0.0% | 0.17% | +8.4% |
| Q3 2013 | $349,000 | +6.4% | 3,910 | 0.0% | 0.15% | +6.2% |
| Q2 2013 | $328,000 | – | 3,910 | – | 0.14% | – |
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% |