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 | $42,550,398 | +121.5% | 621,900 | +128.2% | 0.11% | +137.5% |
| Q2 2023 | $19,205,800 | +3753.9% | 272,500 | +3393.6% | 0.05% | +4700.0% |
| Q1 2023 | $498,342 | -88.4% | 7,800 | -89.4% | 0.00% | -92.3% |
| Q4 2022 | $4,288,050 | -48.0% | 73,300 | -48.6% | 0.01% | -53.6% |
| Q3 2022 | $8,249,000 | +8.4% | 142,600 | +13.1% | 0.03% | +12.0% |
| Q2 2022 | $7,610,000 | +95.7% | 126,100 | +147.7% | 0.02% | +127.3% |
| Q1 2022 | $3,888,000 | -92.1% | 50,900 | -91.3% | 0.01% | -89.5% |
| Q4 2021 | $49,022,000 | +32.5% | 585,900 | +17.1% | 0.10% | +26.5% |
| Q3 2021 | $36,992,000 | +1489.7% | 500,500 | +1464.1% | 0.08% | +1560.0% |
| Q2 2021 | $2,327,000 | -92.4% | 32,000 | -93.2% | 0.01% | -93.8% |
| Q1 2021 | $30,621,000 | +221.4% | 470,300 | +215.0% | 0.08% | +196.3% |
| Q4 2020 | $9,528,000 | +1309.5% | 149,300 | +5004.3% | 0.03% | +1250.0% |
| Q3 2020 | $676,000 | -88.9% | 2,925 | -90.0% | 0.00% | -93.3% |
| Q2 2020 | $6,085,000 | +2534.2% | 29,325 | +1994.6% | 0.03% | +1400.0% |
| Q1 2020 | $231,000 | -97.8% | 1,400 | -97.4% | 0.00% | -93.5% |
| Q4 2019 | $10,461,000 | -52.1% | 54,025 | -55.5% | 0.03% | -57.5% |
| Q3 2019 | $21,842,000 | +1956.7% | 121,325 | +1947.7% | 0.07% | +1725.0% |
| Q2 2019 | $1,062,000 | -87.2% | 5,925 | -87.3% | 0.00% | -82.6% |
| Q3 2018 | $8,278,000 | +28.8% | 46,725 | +18.2% | 0.02% | +21.1% |
| Q2 2018 | $6,429,000 | +708.7% | 39,536 | +671.4% | 0.02% | +533.3% |
| Q1 2018 | $795,000 | -86.1% | 5,125 | -86.3% | 0.00% | -84.2% |
| Q4 2017 | $5,702,000 | -69.7% | 37,325 | -71.6% | 0.02% | -71.6% |
| Q3 2017 | $18,835,000 | +5343.6% | 131,325 | +5101.0% | 0.07% | +6600.0% |
| Q2 2017 | $346,000 | -96.4% | 2,525 | -96.6% | 0.00% | -97.0% |
| Q1 2017 | $9,736,000 | +255.3% | 74,025 | +228.6% | 0.03% | +230.0% |
| Q3 2016 | $2,740,000 | +64.7% | 22,525 | +57.8% | 0.01% | +42.9% |
| Q2 2016 | $1,664,000 | +31.2% | 14,274 | +30.4% | 0.01% | +16.7% |
| Q1 2016 | $1,268,000 | -78.3% | 10,943 | -79.8% | 0.01% | -80.0% |
| Q3 2015 | $5,837,000 | +182.7% | 54,144 | +198.5% | 0.03% | +200.0% |
| Q2 2015 | $2,065,000 | -49.0% | 18,137 | -49.0% | 0.01% | -50.0% |
| Q1 2015 | $4,049,000 | -73.9% | 35,537 | -75.5% | 0.02% | -71.0% |
| Q3 2014 | $15,495,000 | +1039.3% | 145,057 | +1022.3% | 0.07% | +1050.0% |
| Q2 2014 | $1,360,000 | +33.2% | 12,925 | +26.4% | 0.01% | +20.0% |
| Q1 2014 | $1,021,000 | -79.1% | 10,225 | -81.3% | 0.01% | -83.9% |
| Q3 2013 | $4,877,000 | – | 54,572 | – | 0.03% | – |
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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% |