ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,236 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $212 | -2.8% | 3,096 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $218 | +10.1% | 3,096 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $198 | +9.4% | 3,096 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $181 | -99.9% | 3,096 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $179,000 | -4.3% | 3,096 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $187,000 | -20.8% | 3,096 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $236,000 | -8.9% | 3,096 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $259,000 | +40.0% | 3,096 | +23.8% | 0.00% | 0.0% |
| Q3 2021 | $185,000 | -25.4% | 2,500 | -26.6% | 0.00% | 0.0% |
| Q2 2021 | $248,000 | +52.1% | 3,404 | +36.2% | 0.00% | 0.0% |
| Q1 2021 | $163,000 | -93.2% | 2,500 | -84.3% | 0.00% | -95.2% |
| Q4 2018 | $2,405,000 | -65.9% | 15,963 | -59.9% | 0.02% | -59.6% |
| Q3 2018 | $7,060,000 | +121.9% | 39,851 | +103.7% | 0.05% | +79.3% |
| Q2 2018 | $3,181,000 | -60.2% | 19,560 | -62.1% | 0.03% | -54.7% |
| Q1 2018 | $8,000,000 | +124.0% | 51,590 | +120.6% | 0.06% | +93.9% |
| Q4 2017 | $3,572,000 | +1941.1% | 23,381 | +1728.1% | 0.03% | +1550.0% |
| Q2 2017 | $175,000 | -25.5% | 1,279 | -28.5% | 0.00% | 0.0% |
| Q1 2017 | $235,000 | -93.4% | 1,788 | -93.9% | 0.00% | -93.3% |
| Q4 2016 | $3,541,000 | +34.8% | 29,074 | +34.7% | 0.03% | +7.1% |
| Q3 2016 | $2,626,000 | +1150.5% | 21,585 | +1089.3% | 0.03% | +1300.0% |
| Q1 2016 | $210,000 | -95.9% | 1,815 | -95.9% | 0.00% | -94.4% |
| Q4 2015 | $5,105,000 | +81.3% | 44,086 | +68.8% | 0.04% | +111.8% |
| Q3 2015 | $2,816,000 | +15.5% | 26,121 | +22.0% | 0.02% | +6.2% |
| Q2 2015 | $2,438,000 | +36.3% | 21,412 | +36.3% | 0.02% | +45.5% |
| Q1 2015 | $1,789,000 | +32.4% | 15,704 | +29.7% | 0.01% | +57.1% |
| Q4 2014 | $1,351,000 | -9.1% | 12,104 | -13.0% | 0.01% | -22.2% |
| Q3 2014 | $1,487,000 | +50.2% | 13,919 | +40.4% | 0.01% | +125.0% |
| Q1 2014 | $990,000 | -72.7% | 9,911 | -73.1% | 0.00% | -73.3% |
| Q4 2013 | $3,632,000 | +24.0% | 36,783 | +5.5% | 0.02% | +7.1% |
| Q2 2013 | $2,929,000 | – | 34,866 | – | 0.01% | – |
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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% |