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 | $1,617,381 | +3.8% | 23,639 | +6.9% | 0.24% | +14.8% |
| Q2 2023 | $1,558,102 | -2.5% | 22,107 | -11.6% | 0.21% | 0.0% |
| Q1 2023 | $1,598,209 | +9.2% | 25,015 | 0.0% | 0.21% | -2.8% |
| Q4 2022 | $1,463,378 | +1.1% | 25,015 | 0.0% | 0.22% | -14.7% |
| Q3 2022 | $1,447,000 | -21.6% | 25,015 | -18.2% | 0.25% | -20.5% |
| Q2 2022 | $1,846,000 | -21.0% | 30,588 | 0.0% | 0.32% | -5.7% |
| Q1 2022 | $2,336,000 | -11.4% | 30,588 | -2.9% | 0.34% | -2.6% |
| Q4 2021 | $2,636,000 | +11.8% | 31,503 | -1.3% | 0.34% | +6.8% |
| Q3 2021 | $2,358,000 | +0.2% | 31,906 | -1.4% | 0.32% | -0.3% |
| Q2 2021 | $2,353,000 | +11.6% | 32,356 | -0.1% | 0.32% | +3.2% |
| Q1 2021 | $2,109,000 | -0.0% | 32,390 | -2.0% | 0.31% | -4.0% |
| Q4 2020 | $2,110,000 | +10.5% | 33,060 | +300.0% | 0.33% | +10.1% |
| Q3 2020 | $1,910,000 | +11.4% | 8,265 | 0.0% | 0.30% | +26.4% |
| Q2 2020 | $1,715,000 | +25.5% | 8,265 | -0.1% | 0.24% | +7.3% |
| Q1 2020 | $1,366,000 | -15.5% | 8,277 | -0.8% | 0.22% | +23.7% |
| Q4 2019 | $1,616,000 | +7.5% | 8,347 | 0.0% | 0.18% | 0.0% |
| Q3 2019 | $1,503,000 | -1.9% | 8,347 | -2.3% | 0.18% | -10.2% |
| Q2 2019 | $1,532,000 | +1.6% | 8,547 | -2.3% | 0.20% | +2.6% |
| Q1 2019 | $1,508,000 | +6.1% | 8,749 | +0.1% | 0.19% | -11.5% |
| Q4 2018 | $1,421,000 | -8.3% | 8,741 | 0.0% | 0.22% | -2.3% |
| Q3 2018 | $1,549,000 | +9.0% | 8,741 | 0.0% | 0.22% | +2.8% |
| Q2 2018 | $1,421,000 | -8.6% | 8,741 | -12.8% | 0.22% | -12.9% |
| Q1 2018 | $1,554,000 | -7.4% | 10,020 | -8.8% | 0.25% | -0.8% |
| Q4 2017 | $1,678,000 | +4.4% | 10,985 | -2.0% | 0.25% | +0.4% |
| Q3 2017 | $1,607,000 | +3.6% | 11,205 | -1.1% | 0.25% | +1.2% |
| Q2 2017 | $1,551,000 | +2.4% | 11,335 | -1.6% | 0.25% | +2.5% |
| Q1 2017 | $1,514,000 | -28.6% | 11,514 | -33.8% | 0.24% | -25.7% |
| Q4 2016 | $2,120,000 | -4.5% | 17,404 | -4.7% | 0.32% | -3.6% |
| Q3 2016 | $2,221,000 | -17.3% | 18,254 | -20.7% | 0.34% | -12.5% |
| Q2 2016 | $2,685,000 | -5.1% | 23,029 | -5.7% | 0.38% | -2.5% |
| Q1 2016 | $2,830,000 | +0.3% | 24,423 | +0.2% | 0.39% | -1.5% |
| Q4 2015 | $2,821,000 | +10.3% | 24,363 | +2.7% | 0.40% | -7.0% |
| Q3 2015 | $2,558,000 | -0.4% | 23,730 | +5.2% | 0.43% | +5.1% |
| Q2 2015 | $2,569,000 | -1.6% | 22,566 | -1.6% | 0.41% | -1.4% |
| Q1 2015 | $2,612,000 | +2.1% | 22,930 | 0.0% | 0.41% | +30.6% |
| Q4 2014 | $2,559,000 | +12.1% | 22,930 | +7.3% | 0.32% | +3.9% |
| Q3 2014 | $2,282,000 | +14.9% | 21,362 | +13.2% | 0.30% | +15.5% |
| Q2 2014 | $1,986,000 | +45.8% | 18,877 | +38.4% | 0.26% | +21.1% |
| Q1 2014 | $1,362,000 | +10.1% | 13,642 | +8.9% | 0.22% | +13.0% |
| Q4 2013 | $1,237,000 | +10.8% | 12,527 | +0.3% | 0.19% | +0.5% |
| Q3 2013 | $1,116,000 | +9.8% | 12,490 | +3.3% | 0.19% | +1.6% |
| Q2 2013 | $1,016,000 | – | 12,090 | – | 0.19% | – |
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% |