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 | $6,921,541 | -0.9% | 101,163 | +2.1% | 0.01% | 0.0% |
| Q2 2023 | $6,981,516 | +7.5% | 99,057 | -2.5% | 0.01% | 0.0% |
| Q1 2023 | $6,493,452 | -16.1% | 101,635 | -23.1% | 0.01% | -21.4% |
| Q4 2022 | $7,735,039 | +27.9% | 132,223 | +26.5% | 0.01% | +16.7% |
| Q3 2022 | $6,047,000 | +2.4% | 104,551 | +6.9% | 0.01% | +9.1% |
| Q2 2022 | $5,905,000 | -23.1% | 97,840 | -2.7% | 0.01% | 0.0% |
| Q1 2022 | $7,682,000 | -14.8% | 100,570 | -6.7% | 0.01% | 0.0% |
| Q4 2021 | $9,021,000 | +9.1% | 107,826 | -3.6% | 0.01% | -8.3% |
| Q3 2021 | $8,271,000 | -5.2% | 111,896 | -6.7% | 0.01% | -7.7% |
| Q2 2021 | $8,724,000 | +8.2% | 119,953 | -3.1% | 0.01% | -7.1% |
| Q1 2021 | $8,061,000 | +12.1% | 123,795 | +9.9% | 0.01% | +7.7% |
| Q4 2020 | $7,191,000 | +12.4% | 112,676 | +307.0% | 0.01% | 0.0% |
| Q3 2020 | $6,396,000 | +54.1% | 27,683 | +38.4% | 0.01% | +30.0% |
| Q2 2020 | $4,150,000 | +39.8% | 20,000 | +11.2% | 0.01% | +11.1% |
| Q1 2020 | $2,969,000 | -42.1% | 17,989 | -32.1% | 0.01% | -30.8% |
| Q4 2019 | $5,132,000 | +11.5% | 26,501 | +3.6% | 0.01% | 0.0% |
| Q3 2019 | $4,604,000 | +1.9% | 25,577 | +1.5% | 0.01% | 0.0% |
| Q2 2019 | $4,518,000 | +3.2% | 25,205 | -0.8% | 0.01% | +8.3% |
| Q1 2019 | $4,378,000 | +31.3% | 25,401 | +14.8% | 0.01% | +9.1% |
| Q4 2018 | $3,334,000 | +35.3% | 22,131 | +59.1% | 0.01% | +57.1% |
| Q3 2018 | $2,464,000 | +129.0% | 13,911 | +110.1% | 0.01% | +133.3% |
| Q2 2018 | $1,076,000 | +71.9% | 6,621 | +64.1% | 0.00% | +50.0% |
| Q1 2018 | $626,000 | -1.7% | 4,034 | -3.3% | 0.00% | 0.0% |
| Q4 2017 | $637,000 | -6.6% | 4,171 | -12.4% | 0.00% | 0.0% |
| Q3 2017 | $682,000 | +4.8% | 4,759 | +0.0% | 0.00% | 0.0% |
| Q2 2017 | $651,000 | +4.0% | 4,758 | -0.1% | 0.00% | 0.0% |
| Q1 2017 | $626,000 | +6.8% | 4,762 | -1.0% | 0.00% | 0.0% |
| Q4 2016 | $586,000 | -18.4% | 4,808 | -18.5% | 0.00% | 0.0% |
| Q3 2016 | $718,000 | -3.4% | 5,903 | -7.4% | 0.00% | -33.3% |
| Q2 2016 | $743,000 | -24.4% | 6,372 | -24.9% | 0.00% | 0.0% |
| Q1 2016 | $983,000 | -18.5% | 8,481 | -18.6% | 0.00% | -25.0% |
| Q4 2015 | $1,206,000 | +9.3% | 10,416 | +1.8% | 0.00% | 0.0% |
| Q3 2015 | $1,103,000 | +15.6% | 10,232 | +22.2% | 0.00% | +33.3% |
| Q2 2015 | $954,000 | -18.0% | 8,376 | -17.9% | 0.00% | -25.0% |
| Q1 2015 | $1,163,000 | +132.1% | 10,206 | +127.2% | 0.00% | +100.0% |
| Q4 2014 | $501,000 | +35.0% | 4,493 | +29.3% | 0.00% | +100.0% |
| Q3 2014 | $371,000 | +14.5% | 3,475 | +12.7% | 0.00% | 0.0% |
| Q2 2014 | $324,000 | +16.1% | 3,083 | +10.2% | 0.00% | 0.0% |
| Q1 2014 | $279,000 | +580.5% | 2,797 | +574.0% | 0.00% | – |
| Q4 2013 | $41,000 | +10.8% | 415 | 0.0% | 0.00% | – |
| Q3 2013 | $37,000 | +5.7% | 415 | 0.0% | 0.00% | – |
| Q2 2013 | $35,000 | – | 415 | – | 0.00% | – |
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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% |