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 | ||||
---|---|---|---|---|---|---|
Q2 2022 | $206,000 | -45.6% | 3,418 | -31.2% | 0.04% | -43.2% |
Q1 2022 | $379,000 | -8.9% | 4,968 | 0.0% | 0.07% | -14.0% |
Q4 2021 | $416,000 | +27.6% | 4,968 | +12.5% | 0.09% | +16.2% |
Q3 2021 | $326,000 | +1.6% | 4,416 | 0.0% | 0.07% | +1.4% |
Q2 2021 | $321,000 | -3.9% | 4,416 | -14.0% | 0.07% | -8.8% |
Q1 2021 | $334,000 | +1.8% | 5,136 | 0.0% | 0.08% | -3.6% |
Q4 2020 | $328,000 | +10.4% | 5,136 | +300.0% | 0.08% | -4.6% |
Q3 2020 | $297,000 | +11.7% | 1,284 | 0.0% | 0.09% | +7.4% |
Q2 2020 | $266,000 | +25.5% | 1,284 | 0.0% | 0.08% | +8.0% |
Q1 2020 | $212,000 | -52.0% | 1,284 | -43.8% | 0.08% | -42.3% |
Q4 2019 | $442,000 | +7.5% | 2,284 | 0.0% | 0.13% | +2.4% |
Q3 2019 | $411,000 | +0.5% | 2,284 | 0.0% | 0.13% | +3.3% |
Q2 2019 | $409,000 | +3.8% | 2,284 | 0.0% | 0.12% | +17.1% |
Q1 2019 | $394,000 | +14.5% | 2,284 | 0.0% | 0.10% | +45.8% |
Q4 2018 | $344,000 | -15.1% | 2,284 | 0.0% | 0.07% | -20.9% |
Q3 2018 | $405,000 | -44.4% | 2,284 | -49.1% | 0.09% | -48.9% |
Q2 2018 | $729,000 | +4.9% | 4,484 | 0.0% | 0.18% | +1.7% |
Q1 2018 | $695,000 | +1.5% | 4,484 | 0.0% | 0.18% | +15.9% |
Q4 2017 | $685,000 | -1.7% | 4,484 | -7.7% | 0.15% | -5.0% |
Q3 2017 | $697,000 | +4.8% | 4,859 | 0.0% | 0.16% | +22.3% |
Q2 2017 | $665,000 | +6.2% | 4,859 | +2.1% | 0.13% | +56.6% |
Q1 2017 | $626,000 | +7.9% | 4,760 | 0.0% | 0.08% | -3.5% |
Q4 2016 | $580,000 | +0.2% | 4,760 | 0.0% | 0.09% | -28.3% |
Q3 2016 | $579,000 | +4.3% | 4,760 | 0.0% | 0.12% | -2.4% |
Q2 2016 | $555,000 | +0.5% | 4,760 | 0.0% | 0.12% | +0.8% |
Q1 2016 | $552,000 | +0.2% | 4,760 | 0.0% | 0.12% | +31.2% |
Q4 2015 | $551,000 | +7.4% | 4,760 | 0.0% | 0.09% | +6.9% |
Q3 2015 | $513,000 | -5.4% | 4,760 | 0.0% | 0.09% | +2.4% |
Q2 2015 | $542,000 | 0.0% | 4,760 | 0.0% | 0.08% | -1.2% |
Q1 2015 | $542,000 | +2.1% | 4,760 | 0.0% | 0.09% | +11.7% |
Q4 2014 | $531,000 | +4.5% | 4,760 | 0.0% | 0.08% | +10.0% |
Q3 2014 | $508,000 | +1.4% | 4,760 | 0.0% | 0.07% | +100.0% |
Q2 2014 | $501,000 | +5.5% | 4,760 | 0.0% | 0.04% | +2.9% |
Q1 2014 | $475,000 | +15.0% | 4,760 | +13.7% | 0.03% | +47.8% |
Q4 2013 | $413,000 | +10.4% | 4,185 | 0.0% | 0.02% | +9.5% |
Q3 2013 | $374,000 | – | 4,185 | – | 0.02% | – |
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% |