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 | $9,890,864 | -33.9% | 144,561 | -31.9% | 0.00% | -33.3% |
| Q2 2023 | $14,968,895 | +143.9% | 212,385 | +121.1% | 0.00% | +50.0% |
| Q1 2023 | $6,138,296 | +36.1% | 96,076 | +24.6% | 0.00% | +100.0% |
| Q4 2022 | $4,509,941 | -43.5% | 77,093 | -44.1% | 0.00% | 0.0% |
| Q3 2022 | $7,982,000 | -7.9% | 137,969 | -4.0% | 0.00% | -50.0% |
| Q2 2022 | $8,671,000 | -2.8% | 143,673 | +23.0% | 0.00% | 0.0% |
| Q1 2022 | $8,921,000 | +96.7% | 116,810 | +115.5% | 0.00% | +100.0% |
| Q4 2021 | $4,535,000 | +16.0% | 54,200 | +2.5% | 0.00% | 0.0% |
| Q3 2021 | $3,910,000 | +4.6% | 52,900 | +2.9% | 0.00% | 0.0% |
| Q2 2021 | $3,738,000 | -46.2% | 51,400 | -51.8% | 0.00% | 0.0% |
| Q1 2021 | $6,949,000 | -34.4% | 106,720 | -35.7% | 0.00% | -66.7% |
| Q4 2020 | $10,599,000 | +407.1% | 166,077 | +1735.9% | 0.00% | +200.0% |
| Q3 2020 | $2,090,000 | -62.1% | 9,046 | -65.9% | 0.00% | -50.0% |
| Q2 2020 | $5,509,000 | +57.9% | 26,549 | +31.2% | 0.00% | 0.0% |
| Q1 2019 | $3,489,000 | +41.9% | 20,241 | +24.1% | 0.00% | +100.0% |
| Q4 2018 | $2,458,000 | +3.5% | 16,316 | +11.8% | 0.00% | 0.0% |
| Q2 2018 | $2,374,000 | -36.9% | 14,598 | -40.7% | 0.00% | -50.0% |
| Q4 2017 | $3,762,000 | +339.0% | 24,625 | +227.5% | 0.00% | +100.0% |
| Q1 2015 | $857,000 | -88.6% | 7,518 | -88.8% | 0.00% | -85.7% |
| Q4 2014 | $7,485,000 | +1534.3% | 67,073 | +1363.5% | 0.01% | +600.0% |
| Q1 2014 | $458,000 | – | 4,583 | – | 0.00% | – |
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% |