ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,299 | -1.9% | 413,613 | +1.1% | 1.05% | +0.6% |
| Q2 2023 | $28,833 | +10.9% | 409,089 | +0.5% | 1.05% | +4.8% |
| Q1 2023 | $25,996 | +11.8% | 406,886 | +2.4% | 1.00% | +4.9% |
| Q4 2022 | $23,248 | -99.8% | 397,401 | +79.5% | 0.95% | +51.8% |
| Q3 2022 | $12,809,000 | +17.9% | 221,416 | +23.0% | 0.63% | +27.2% |
| Q2 2022 | $10,867,000 | -7.4% | 180,060 | +17.1% | 0.49% | -2.0% |
| Q1 2022 | $11,740,000 | -7.9% | 153,701 | +0.9% | 0.50% | -9.0% |
| Q4 2021 | $12,747,000 | -9.3% | 152,349 | -19.9% | 0.55% | -17.2% |
| Q3 2021 | $14,054,000 | +1.2% | 190,149 | -0.4% | 0.67% | +0.1% |
| Q2 2021 | $13,891,000 | +13.1% | 190,994 | +1.3% | 0.67% | +2.1% |
| Q1 2021 | $12,277,000 | +138.4% | 188,557 | +133.7% | 0.65% | +108.6% |
| Q4 2020 | $5,150,000 | +1031.9% | 80,696 | +4000.4% | 0.31% | +794.3% |
| Q3 2020 | $455,000 | +11.5% | 1,968 | +0.1% | 0.04% | +6.1% |
| Q2 2020 | $408,000 | +25.9% | 1,967 | +0.1% | 0.03% | +10.0% |
| Q1 2020 | $324,000 | -14.7% | 1,966 | +0.1% | 0.03% | +3.4% |
| Q4 2019 | $380,000 | +7.6% | 1,964 | +0.2% | 0.03% | -3.3% |
| Q3 2019 | $353,000 | +25.6% | 1,961 | +25.1% | 0.03% | +15.4% |
| Q2 2019 | $281,000 | +4.1% | 1,567 | +0.1% | 0.03% | 0.0% |
| Q1 2019 | $270,000 | +14.4% | 1,566 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $236,000 | -14.8% | 1,566 | 0.0% | 0.03% | -10.3% |
| Q3 2018 | $277,000 | +8.6% | 1,566 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $255,000 | +4.9% | 1,566 | 0.0% | 0.03% | +3.6% |
| Q1 2018 | $243,000 | -7.6% | 1,566 | -35.9% | 0.03% | -51.7% |
| Q3 2015 | $263,000 | +1.9% | 2,444 | +5.6% | 0.06% | -14.7% |
| Q4 2014 | $258,000 | – | 2,315 | – | 0.07% | – |
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% |