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 | $1,056 | -3.1% | 15,430 | -0.3% | 0.19% | -2.0% |
| Q2 2023 | $1,090 | +10.3% | 15,470 | 0.0% | 0.20% | -1.0% |
| Q1 2023 | $988 | +2.6% | 15,470 | -6.0% | 0.20% | -5.3% |
| Q4 2022 | $963 | -99.9% | 16,460 | 0.0% | 0.21% | -7.1% |
| Q3 2022 | $952,000 | -4.1% | 16,460 | 0.0% | 0.22% | +11.4% |
| Q2 2022 | $993,000 | -21.0% | 16,460 | 0.0% | 0.20% | -7.3% |
| Q1 2022 | $1,257,000 | -8.7% | 16,460 | 0.0% | 0.22% | +3.8% |
| Q4 2021 | $1,377,000 | +13.1% | 16,460 | 0.0% | 0.21% | +3.4% |
| Q3 2021 | $1,217,000 | +1.7% | 16,460 | 0.0% | 0.20% | -1.0% |
| Q2 2021 | $1,197,000 | +9.4% | 16,460 | -2.0% | 0.20% | +3.5% |
| Q1 2021 | $1,094,000 | +2.1% | 16,800 | 0.0% | 0.20% | -5.3% |
| Q4 2020 | $1,072,000 | +7.8% | 16,800 | +290.7% | 0.21% | -9.1% |
| Q3 2020 | $994,000 | +11.4% | 4,300 | 0.0% | 0.23% | +4.1% |
| Q2 2020 | $892,000 | +25.6% | 4,300 | 0.0% | 0.22% | +12.2% |
| Q1 2020 | $710,000 | -14.8% | 4,300 | 0.0% | 0.20% | +11.3% |
| Q4 2019 | $833,000 | +7.6% | 4,300 | 0.0% | 0.18% | -5.9% |
| Q3 2019 | $774,000 | +0.4% | 4,300 | 0.0% | 0.19% | -1.6% |
| Q2 2019 | $771,000 | +4.0% | 4,300 | 0.0% | 0.19% | -1.5% |
| Q1 2019 | $741,000 | +14.4% | 4,300 | 0.0% | 0.19% | 0.0% |
| Q4 2018 | $648,000 | -15.0% | 4,300 | 0.0% | 0.19% | +6.6% |
| Q3 2018 | $762,000 | +9.0% | 4,300 | 0.0% | 0.18% | +1.7% |
| Q2 2018 | $699,000 | +4.8% | 4,300 | 0.0% | 0.18% | +1.1% |
| Q1 2018 | $667,000 | +1.5% | 4,300 | 0.0% | 0.18% | +4.7% |
| Q4 2017 | $657,000 | +6.5% | 4,300 | 0.0% | 0.17% | +3.0% |
| Q3 2017 | $617,000 | +4.9% | 4,300 | 0.0% | 0.16% | +0.6% |
| Q2 2017 | $588,000 | +3.9% | 4,300 | 0.0% | 0.16% | +1.2% |
| Q1 2017 | $566,000 | +8.0% | 4,300 | 0.0% | 0.16% | -1.2% |
| Q4 2016 | $524,000 | +0.2% | 4,300 | 0.0% | 0.16% | -5.2% |
| Q3 2016 | $523,000 | +4.4% | 4,300 | 0.0% | 0.17% | +10.3% |
| Q2 2016 | $501,000 | +0.6% | 4,300 | 0.0% | 0.16% | -4.3% |
| Q1 2016 | $498,000 | 0.0% | 4,300 | 0.0% | 0.16% | -4.7% |
| Q4 2015 | $498,000 | +7.3% | 4,300 | 0.0% | 0.17% | +2.4% |
| Q3 2015 | $464,000 | – | 4,300 | – | 0.17% | – |
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% |