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 | $4,193,667 | -0.7% | 61,293 | +2.3% | 0.14% | +2.9% |
| Q2 2023 | $4,224,430 | +26.6% | 59,938 | +14.8% | 0.14% | +18.8% |
| Q1 2023 | $3,335,569 | -0.9% | 52,208 | -9.3% | 0.12% | -2.5% |
| Q4 2022 | $3,367,202 | -3.4% | 57,559 | -4.4% | 0.12% | -7.7% |
| Q3 2022 | $3,484,000 | -51.7% | 60,225 | -49.6% | 0.13% | +0.8% |
| Q2 2022 | $7,218,000 | +56.7% | 119,608 | +98.4% | 0.13% | -11.6% |
| Q1 2022 | $4,605,000 | -9.5% | 60,290 | -0.8% | 0.15% | -4.6% |
| Q4 2021 | $5,086,000 | +13.0% | 60,788 | -0.2% | 0.15% | +3.4% |
| Q3 2021 | $4,501,000 | +1.6% | 60,900 | 0.0% | 0.15% | 0.0% |
| Q2 2021 | $4,429,000 | +10.4% | 60,900 | -1.1% | 0.15% | 0.0% |
| Q1 2021 | $4,011,000 | +2.0% | 61,600 | +0.0% | 0.15% | +2.8% |
| Q4 2020 | $3,931,000 | +9.2% | 61,588 | +295.3% | 0.14% | -7.7% |
| Q3 2020 | $3,600,000 | +11.4% | 15,581 | 0.0% | 0.16% | +9.9% |
| Q2 2020 | $3,233,000 | +25.7% | 15,581 | 0.0% | 0.14% | +16.4% |
| Q1 2020 | $2,572,000 | -15.6% | 15,581 | -1.0% | 0.12% | +43.5% |
| Q4 2019 | $3,046,000 | +6.5% | 15,731 | -1.0% | 0.08% | +13.3% |
| Q3 2019 | $2,860,000 | +1.6% | 15,889 | +1.1% | 0.08% | +5.6% |
| Q2 2019 | $2,816,000 | +4.7% | 15,710 | +0.7% | 0.07% | +4.4% |
| Q1 2019 | $2,689,000 | +2.4% | 15,599 | -10.5% | 0.07% | +1.5% |
| Q4 2018 | $2,626,000 | -14.2% | 17,432 | +1.0% | 0.07% | -8.2% |
| Q3 2018 | $3,059,000 | +41.2% | 17,264 | +29.6% | 0.07% | +40.4% |
| Q2 2018 | $2,167,000 | +4.9% | 13,324 | 0.0% | 0.05% | -1.9% |
| Q1 2018 | $2,066,000 | +1.5% | 13,324 | 0.0% | 0.05% | 0.0% |
| Q4 2017 | $2,036,000 | +8.6% | 13,324 | +2.0% | 0.05% | +10.4% |
| Q3 2017 | $1,874,000 | +5.8% | 13,068 | +1.0% | 0.05% | -5.9% |
| Q2 2017 | $1,771,000 | +4.1% | 12,938 | 0.0% | 0.05% | -27.1% |
| Q1 2017 | $1,702,000 | +8.0% | 12,938 | 0.0% | 0.07% | -17.6% |
| Q4 2016 | $1,576,000 | +0.1% | 12,938 | 0.0% | 0.08% | -1.2% |
| Q3 2016 | $1,574,000 | +4.4% | 12,938 | 0.0% | 0.09% | +8.9% |
| Q2 2016 | $1,508,000 | +0.6% | 12,938 | 0.0% | 0.08% | -19.4% |
| Q1 2016 | $1,499,000 | -2.3% | 12,938 | -2.4% | 0.10% | +38.0% |
| Q4 2015 | $1,535,000 | +6.2% | 13,255 | -1.2% | 0.07% | -26.0% |
| Q3 2015 | $1,446,000 | -5.4% | 13,410 | -0.1% | 0.10% | -4.0% |
| Q2 2015 | $1,529,000 | -0.1% | 13,429 | 0.0% | 0.10% | +8.7% |
| Q1 2015 | $1,530,000 | +2.1% | 13,429 | 0.0% | 0.09% | +1.1% |
| Q4 2014 | $1,499,000 | +4.5% | 13,429 | 0.0% | 0.09% | +3.4% |
| Q3 2014 | $1,434,000 | +1.3% | 13,429 | -0.1% | 0.09% | -1.1% |
| Q2 2014 | $1,415,000 | +5.4% | 13,449 | 0.0% | 0.09% | -3.3% |
| Q1 2014 | $1,343,000 | – | 13,449 | – | 0.09% | – |
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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% |