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 | $485,508 | -2.9% | 7,096 | 0.0% | 0.03% | +3.2% |
| Q2 2023 | $500,126 | +13.5% | 7,096 | +2.9% | 0.03% | +6.9% |
| Q1 2023 | $440,585 | +9.2% | 6,896 | 0.0% | 0.03% | +3.6% |
| Q4 2022 | $403,416 | +1.1% | 6,896 | 0.0% | 0.03% | -3.4% |
| Q3 2022 | $399,000 | -4.1% | 6,896 | 0.0% | 0.03% | +3.6% |
| Q2 2022 | $416,000 | -16.5% | 6,896 | 0.0% | 0.03% | -3.4% |
| Q1 2022 | $498,000 | -13.7% | 6,896 | 0.0% | 0.03% | -3.3% |
| Q4 2021 | $577,000 | +13.1% | 6,896 | 0.0% | 0.03% | +3.4% |
| Q3 2021 | $510,000 | +1.6% | 6,896 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $502,000 | +8.0% | 6,896 | 0.0% | 0.03% | +3.6% |
| Q1 2021 | $465,000 | +5.7% | 6,896 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $440,000 | +10.6% | 6,896 | +300.0% | 0.03% | 0.0% |
| Q3 2020 | $398,000 | +34.5% | 1,724 | +21.0% | 0.03% | +21.7% |
| Q2 2020 | $296,000 | +26.0% | 1,425 | 0.0% | 0.02% | +9.5% |
| Q1 2020 | $235,000 | -14.9% | 1,425 | 0.0% | 0.02% | +5.0% |
| Q4 2019 | $276,000 | +7.4% | 1,425 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $257,000 | +0.8% | 1,425 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $255,000 | +3.7% | 1,425 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $246,000 | -19.3% | 1,425 | -29.6% | 0.02% | -31.0% |
| Q4 2018 | $305,000 | -15.0% | 2,025 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $359,000 | +9.1% | 2,025 | 0.0% | 0.03% | +3.6% |
| Q2 2018 | $329,000 | +4.8% | 2,025 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $314,000 | +1.6% | 2,025 | 0.0% | 0.03% | +7.7% |
| Q4 2017 | $309,000 | +6.6% | 2,025 | 0.0% | 0.03% | +4.0% |
| Q3 2017 | $290,000 | +4.7% | 2,025 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $277,000 | +4.1% | 2,025 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $266,000 | +7.7% | 2,025 | 0.0% | 0.02% | +4.2% |
| Q4 2016 | $247,000 | +0.4% | 2,025 | 0.0% | 0.02% | -4.0% |
| Q3 2016 | $246,000 | +4.2% | 2,025 | 0.0% | 0.02% | +4.2% |
| Q2 2016 | $236,000 | +0.4% | 2,025 | 0.0% | 0.02% | -4.0% |
| Q1 2016 | $235,000 | +0.4% | 2,025 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $234,000 | +7.3% | 2,025 | 0.0% | 0.02% | +4.2% |
| Q3 2015 | $218,000 | -5.6% | 2,025 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $231,000 | 0.0% | 2,025 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $231,000 | – | 2,025 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |