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 | $580 | -3.0% | 8,490 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $598 | -1.6% | 8,490 | -10.8% | 0.00% | 0.0% |
| Q1 2023 | $608 | +9.4% | 9,520 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $556 | -99.9% | 9,520 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $550,000 | -4.2% | 9,520 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $574,000 | -26.9% | 9,520 | -7.4% | 0.00% | 0.0% |
| Q1 2022 | $785,000 | -8.7% | 10,280 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $860,000 | +13.3% | 10,280 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $759,000 | +1.6% | 10,280 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $747,000 | -4.0% | 10,280 | -14.0% | 0.00% | 0.0% |
| Q1 2021 | $778,000 | +2.0% | 11,960 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $763,000 | +10.6% | 11,960 | +300.0% | 0.00% | 0.0% |
| Q3 2020 | $690,000 | +11.3% | 2,990 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $620,000 | +23.8% | 2,990 | -1.6% | 0.00% | 0.0% |
| Q1 2020 | $501,000 | -14.8% | 3,040 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $588,000 | +7.5% | 3,040 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $547,000 | +0.6% | 3,040 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $544,000 | -21.6% | 3,040 | -24.6% | 0.00% | 0.0% |
| Q1 2019 | $694,000 | +14.3% | 4,030 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $607,000 | -14.9% | 4,030 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $713,000 | +8.9% | 4,030 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $655,000 | +5.0% | 4,030 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $624,000 | +1.5% | 4,030 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $615,000 | +6.6% | 4,030 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $577,000 | +4.7% | 4,030 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $551,000 | -4.0% | 4,030 | -7.7% | 0.00% | 0.0% |
| Q1 2017 | $574,000 | +8.1% | 4,365 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $531,000 | 0.0% | 4,365 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $531,000 | +4.5% | 4,365 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $508,000 | -6.1% | 4,365 | -6.6% | 0.00% | 0.0% |
| Q1 2016 | $541,000 | -36.4% | 4,675 | -36.4% | 0.00% | -50.0% |
| Q4 2015 | $850,000 | +3.8% | 7,345 | -3.4% | 0.00% | 0.0% |
| Q3 2015 | $819,000 | -44.0% | 7,605 | -40.8% | 0.00% | -33.3% |
| Q2 2015 | $1,463,000 | +131.9% | 12,852 | +132.0% | 0.00% | +200.0% |
| Q1 2015 | $631,000 | -21.8% | 5,540 | -23.5% | 0.00% | -50.0% |
| Q4 2014 | $807,000 | +4.4% | 7,240 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $773,000 | +1.6% | 7,240 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $761,000 | -0.8% | 7,240 | -5.8% | 0.00% | 0.0% |
| Q1 2014 | $767,000 | +1.2% | 7,685 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $758,000 | +10.5% | 7,685 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $686,000 | +6.4% | 7,685 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $645,000 | – | 7,685 | – | 0.00% | – |
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% |