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 | $366,202 | -2.9% | 5,352 | 0.0% | 0.04% | +2.3% |
| Q2 2023 | $377,228 | +10.3% | 5,352 | 0.0% | 0.04% | +4.8% |
| Q1 2023 | $341,956 | +9.2% | 5,352 | 0.0% | 0.04% | +16.7% |
| Q4 2022 | $313,108 | +1.0% | 5,352 | 0.0% | 0.04% | -16.3% |
| Q3 2022 | $310,000 | -4.0% | 5,352 | 0.0% | 0.04% | +2.4% |
| Q2 2022 | $323,000 | -21.0% | 5,352 | 0.0% | 0.04% | -10.6% |
| Q1 2022 | $409,000 | -8.7% | 5,352 | 0.0% | 0.05% | -6.0% |
| Q4 2021 | $448,000 | +13.1% | 5,352 | 0.0% | 0.05% | +4.2% |
| Q3 2021 | $396,000 | +1.8% | 5,352 | 0.0% | 0.05% | +4.3% |
| Q2 2021 | $389,000 | +11.8% | 5,352 | 0.0% | 0.05% | +2.2% |
| Q1 2021 | $348,000 | +1.8% | 5,352 | 0.0% | 0.04% | -4.3% |
| Q4 2020 | $342,000 | +10.7% | 5,352 | +300.0% | 0.05% | 0.0% |
| Q3 2020 | $309,000 | +11.2% | 1,338 | 0.0% | 0.05% | +6.8% |
| Q2 2020 | $278,000 | +25.8% | 1,338 | 0.0% | 0.04% | +10.0% |
| Q1 2020 | $221,000 | -14.7% | 1,338 | 0.0% | 0.04% | +5.3% |
| Q4 2019 | $259,000 | +7.5% | 1,338 | 0.0% | 0.04% | +2.7% |
| Q3 2019 | $241,000 | +0.4% | 1,338 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $240,000 | +3.9% | 1,338 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $231,000 | +14.4% | 1,338 | 0.0% | 0.04% | +23.3% |
| Q4 2018 | $202,000 | -14.8% | 1,338 | 0.0% | 0.03% | -3.2% |
| Q3 2018 | $237,000 | +8.7% | 1,338 | 0.0% | 0.03% | -3.1% |
| Q2 2018 | $218,000 | -50.5% | 1,338 | -52.9% | 0.03% | -52.2% |
| Q1 2018 | $440,000 | -99.9% | 2,838 | 0.0% | 0.07% | -2.9% |
| Q4 2017 | $434,000,000 | – | 2,838 | – | 0.07% | – |
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% |