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 | $327,866 | -29.0% | 4,792 | -26.9% | 0.04% | -31.1% |
| Q2 2023 | $461,782 | +11.8% | 6,552 | +1.4% | 0.06% | +1.7% |
| Q1 2023 | $412,964 | +15.2% | 6,464 | +5.5% | 0.06% | +7.1% |
| Q4 2022 | $358,527 | -3.6% | 6,129 | -4.7% | 0.06% | -15.2% |
| Q3 2022 | $372,000 | -54.6% | 6,431 | -40.1% | 0.07% | -54.5% |
| Q1 2022 | $819,000 | +0.2% | 10,728 | +9.9% | 0.14% | -1.4% |
| Q4 2021 | $817,000 | +33.7% | 9,766 | +2.0% | 0.15% | +0.7% |
| Q4 2020 | $611,000 | +17.0% | 9,576 | +323.5% | 0.15% | -12.0% |
| Q3 2020 | $522,000 | -3.7% | 2,261 | -13.4% | 0.17% | -5.1% |
| Q2 2020 | $542,000 | +35.5% | 2,612 | +26.4% | 0.18% | +29.6% |
| Q4 2019 | $400,000 | -97.7% | 2,066 | -98.4% | 0.14% | -98.0% |
| Q2 2017 | $17,578,000 | -6.4% | 128,447 | -10.1% | 6.68% | -6.5% |
| Q1 2017 | $18,785,000 | -18.3% | 142,833 | -24.3% | 7.14% | -25.2% |
| Q4 2016 | $22,986,000 | +110.8% | 188,734 | +110.6% | 9.55% | +104.9% |
| Q3 2016 | $10,904,000 | +31.9% | 89,623 | +26.4% | 4.66% | +23.0% |
| Q2 2016 | $8,264,000 | -42.1% | 70,884 | -42.4% | 3.79% | -43.5% |
| Q1 2016 | $14,268,000 | -9.8% | 123,115 | -9.9% | 6.71% | -8.7% |
| Q4 2015 | $15,822,000 | +103.8% | 136,631 | +100.5% | 7.34% | +83.2% |
| Q1 2015 | $7,764,000 | -44.2% | 68,131 | -45.4% | 4.01% | -51.8% |
| Q4 2014 | $13,915,000 | +39.9% | 124,685 | +33.9% | 8.32% | +29.9% |
| Q3 2014 | $9,945,000 | – | 93,096 | – | 6.40% | – |
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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% |