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 | $1,316,710 | +0.8% | 19,245 | +3.9% | 0.28% | +6.0% |
| Q2 2023 | $1,306,031 | +19.6% | 18,531 | -0.7% | 0.26% | +17.8% |
| Q1 2023 | $1,092,115 | 0.0% | 18,669 | 0.0% | 0.22% | 0.0% |
| Q4 2022 | $1,092,115 | +8.9% | 18,669 | +7.7% | 0.22% | -5.9% |
| Q3 2022 | $1,003,000 | -8.3% | 17,336 | -4.3% | 0.24% | -4.0% |
| Q2 2022 | $1,094,000 | -12.6% | 18,120 | +10.5% | 0.25% | -9.5% |
| Q1 2022 | $1,252,000 | -20.6% | 16,396 | -13.0% | 0.28% | -20.3% |
| Q4 2021 | $1,577,000 | -7.9% | 18,851 | -18.6% | 0.34% | -10.2% |
| Q3 2021 | $1,713,000 | +1.1% | 23,171 | -0.5% | 0.38% | -1.5% |
| Q2 2021 | $1,694,000 | +11.0% | 23,286 | -0.6% | 0.39% | -5.6% |
| Q1 2021 | $1,526,000 | -2.5% | 23,436 | -4.4% | 0.41% | -13.1% |
| Q4 2020 | $1,565,000 | +7.0% | 24,519 | +287.7% | 0.48% | -3.3% |
| Q3 2020 | $1,462,000 | +9.0% | 6,325 | -2.1% | 0.49% | +4.2% |
| Q2 2020 | $1,341,000 | +24.4% | 6,462 | -1.1% | 0.47% | +14.0% |
| Q1 2020 | $1,078,000 | -23.1% | 6,532 | -9.7% | 0.41% | -2.4% |
| Q4 2019 | $1,401,000 | +6.9% | 7,237 | -0.6% | 0.42% | +2.7% |
| Q3 2019 | $1,311,000 | -3.2% | 7,282 | -3.7% | 0.41% | -4.2% |
| Q2 2019 | $1,355,000 | +3.4% | 7,558 | -0.7% | 0.43% | +3.1% |
| Q1 2019 | $1,311,000 | +12.2% | 7,608 | -1.8% | 0.42% | +0.2% |
| Q4 2018 | $1,168,000 | -16.0% | 7,751 | -1.2% | 0.42% | -11.3% |
| Q3 2018 | $1,391,000 | +7.3% | 7,849 | -1.5% | 0.47% | +4.7% |
| Q2 2018 | $1,296,000 | -4.1% | 7,971 | -8.5% | 0.45% | -6.3% |
| Q1 2018 | $1,351,000 | -1.3% | 8,710 | -2.8% | 0.48% | -4.4% |
| Q4 2017 | $1,369,000 | -1.2% | 8,960 | -7.2% | 0.50% | -5.7% |
| Q3 2017 | $1,385,000 | -14.6% | 9,660 | -18.5% | 0.53% | -17.6% |
| Q2 2017 | $1,622,000 | +7.3% | 11,856 | +3.2% | 0.64% | +4.7% |
| Q1 2017 | $1,511,000 | +5.6% | 11,492 | -2.2% | 0.61% | +2.7% |
| Q4 2016 | $1,431,000 | +7.3% | 11,753 | +7.2% | 0.60% | +7.7% |
| Q3 2016 | $1,334,000 | -0.4% | 10,962 | -4.5% | 0.56% | -4.1% |
| Q2 2016 | $1,339,000 | -5.0% | 11,483 | -5.6% | 0.58% | -16.2% |
| Q1 2016 | $1,410,000 | -2.4% | 12,168 | -2.4% | 0.69% | -12.1% |
| Q4 2015 | $1,444,000 | +4.2% | 12,472 | -3.0% | 0.79% | +1.8% |
| Q3 2015 | $1,386,000 | -7.1% | 12,855 | -1.9% | 0.77% | -3.0% |
| Q2 2015 | $1,492,000 | -2.2% | 13,105 | -2.1% | 0.80% | -3.9% |
| Q1 2015 | $1,526,000 | +0.7% | 13,391 | -1.4% | 0.83% | +0.2% |
| Q4 2014 | $1,516,000 | -2.1% | 13,584 | -6.3% | 0.83% | -3.5% |
| Q3 2014 | $1,549,000 | +0.3% | 14,504 | -1.2% | 0.86% | +1.8% |
| Q2 2014 | $1,544,000 | +4.5% | 14,674 | -0.8% | 0.84% | -0.9% |
| Q1 2014 | $1,477,000 | -6.0% | 14,796 | -7.0% | 0.85% | -9.4% |
| Q4 2013 | $1,571,000 | +2.7% | 15,905 | -7.0% | 0.94% | -2.1% |
| Q3 2013 | $1,529,000 | +6.1% | 17,107 | -0.3% | 0.96% | +5.9% |
| Q2 2013 | $1,441,000 | – | 17,157 | – | 0.90% | – |
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% |