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 2023 | $182,643 | +9.8% | 2,432 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $166,397 | -2.9% | 2,432 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $171,407 | +10.3% | 2,432 | 0.0% | 0.01% | +25.0% |
| Q1 2023 | $155,380 | +9.2% | 2,432 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $142,272 | -24.3% | 2,432 | -25.3% | 0.00% | -33.3% |
| Q3 2022 | $188,000 | +27.9% | 3,255 | +33.8% | 0.01% | +20.0% |
| Q2 2022 | $147,000 | -21.0% | 2,432 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $186,000 | -10.1% | 2,432 | -1.8% | 0.01% | -16.7% |
| Q4 2021 | $207,000 | +13.1% | 2,477 | 0.0% | 0.01% | +20.0% |
| Q3 2021 | $183,000 | +3.4% | 2,477 | +1.9% | 0.01% | 0.0% |
| Q2 2021 | $177,000 | +12.0% | 2,432 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $158,000 | +1.9% | 2,432 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $155,000 | +10.7% | 2,432 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $140,000 | +11.1% | 608 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $126,000 | +26.0% | 608 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $100,000 | -15.3% | 608 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $118,000 | +8.3% | 608 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $109,000 | 0.0% | 608 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $109,000 | +3.8% | 608 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $105,000 | +14.1% | 608 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $92,000 | -14.8% | 608 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $108,000 | +9.1% | 608 | 0.0% | 0.01% | +25.0% |
| Q2 2018 | $99,000 | +5.3% | 608 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $94,000 | +1.1% | 608 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $93,000 | +6.9% | 608 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $87,000 | +4.8% | 608 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $83,000 | +3.8% | 608 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $80,000 | +8.1% | 608 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $74,000 | – | 608 | – | 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% |