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 | $2,653,601 | -56.4% | 38,784 | -55.0% | 0.13% | -54.1% |
| Q2 2023 | $6,079,393 | +28.5% | 86,257 | +16.5% | 0.29% | +23.4% |
| Q1 2023 | $4,730,160 | +13.5% | 74,036 | +3.9% | 0.24% | -7.8% |
| Q4 2022 | $4,168,769 | +4.4% | 71,261 | +3.2% | 0.26% | -10.8% |
| Q3 2022 | $3,993,000 | -1.4% | 69,021 | +2.9% | 0.29% | +19.2% |
| Q2 2022 | $4,050,000 | -21.0% | 67,102 | 0.0% | 0.24% | -3.2% |
| Q1 2022 | $5,125,000 | -8.7% | 67,102 | 0.0% | 0.25% | -12.4% |
| Q4 2021 | $5,614,000 | +227.0% | 67,102 | +188.8% | 0.28% | +191.8% |
| Q3 2021 | $1,717,000 | +1.6% | 23,232 | 0.0% | 0.10% | -2.0% |
| Q2 2021 | $1,690,000 | +11.7% | 23,232 | 0.0% | 0.10% | 0.0% |
| Q1 2021 | $1,513,000 | +1.8% | 23,232 | 0.0% | 0.10% | -12.4% |
| Q4 2020 | $1,486,000 | +10.5% | 23,232 | +300.0% | 0.11% | +13.0% |
| Q3 2020 | $1,345,000 | +11.6% | 5,808 | 0.0% | 0.10% | +37.0% |
| Q2 2020 | $1,205,000 | +25.7% | 5,808 | 0.0% | 0.07% | -6.4% |
| Q1 2020 | $959,000 | -15.0% | 5,808 | 0.0% | 0.08% | -10.3% |
| Q4 2019 | $1,128,000 | +7.8% | 5,808 | 0.0% | 0.09% | +2.4% |
| Q3 2019 | $1,046,000 | +33.8% | 5,808 | +33.1% | 0.08% | +37.1% |
| Q2 2019 | $782,000 | +4.0% | 4,364 | 0.0% | 0.06% | +1.6% |
| Q1 2019 | $752,000 | +14.3% | 4,364 | 0.0% | 0.06% | +7.0% |
| Q4 2018 | $658,000 | – | 4,364 | – | 0.06% | – |
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% |