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 | $1,328 | +26.1% | 19,412 | +29.9% | 0.05% | +27.5% |
| Q2 2023 | $1,053 | +59.1% | 14,947 | +44.3% | 0.04% | +42.9% |
| Q1 2023 | $662 | +6.1% | 10,357 | -2.9% | 0.03% | 0.0% |
| Q4 2022 | $624 | -99.9% | 10,666 | +2.4% | 0.03% | -6.7% |
| Q3 2022 | $603,000 | -1.5% | 10,418 | +2.8% | 0.03% | 0.0% |
| Q2 2022 | $612,000 | +0.7% | 10,133 | +27.3% | 0.03% | +11.1% |
| Q1 2022 | $608,000 | -82.4% | 7,959 | -80.8% | 0.03% | -82.5% |
| Q4 2021 | $3,460,000 | +196.5% | 41,352 | +161.9% | 0.15% | +161.0% |
| Q3 2021 | $1,167,000 | -5.2% | 15,790 | -6.7% | 0.06% | -6.3% |
| Q2 2021 | $1,231,000 | +11.7% | 16,929 | +0.0% | 0.06% | +6.8% |
| Q1 2021 | $1,102,000 | -77.9% | 16,927 | -78.3% | 0.06% | -80.1% |
| Q4 2020 | $4,985,000 | +29.8% | 78,109 | +369.8% | 0.30% | +14.7% |
| Q3 2020 | $3,842,000 | +6.8% | 16,625 | -4.1% | 0.26% | -1.1% |
| Q2 2020 | $3,598,000 | -83.7% | 17,339 | -87.1% | 0.26% | -86.2% |
| Q1 2020 | $22,134,000 | -27.1% | 134,103 | -14.4% | 1.89% | -11.4% |
| Q4 2019 | $30,348,000 | -15.6% | 156,725 | -21.5% | 2.14% | -24.0% |
| Q3 2019 | $35,937,000 | -1.9% | 199,618 | -2.3% | 2.81% | -8.5% |
| Q2 2019 | $36,615,000 | +0.1% | 204,277 | -3.8% | 3.07% | -7.3% |
| Q1 2019 | $36,587,000 | +3.3% | 212,272 | -9.7% | 3.32% | -9.7% |
| Q4 2018 | $35,416,000 | -18.6% | 235,058 | -4.2% | 3.67% | -10.2% |
| Q3 2018 | $43,490,000 | +2.8% | 245,469 | -5.6% | 4.09% | -1.7% |
| Q2 2018 | $42,286,000 | +13.0% | 260,042 | +7.7% | 4.16% | +9.3% |
| Q1 2018 | $37,434,000 | +1104.8% | 241,403 | +1087.0% | 3.81% | +1075.6% |
| Q4 2017 | $3,107,000 | -1.8% | 20,337 | -7.8% | 0.32% | -15.0% |
| Q3 2017 | $3,164,000 | +12.1% | 22,061 | +7.0% | 0.38% | +3.3% |
| Q2 2017 | $2,823,000 | +14.7% | 20,626 | +10.2% | 0.37% | +1.9% |
| Q1 2017 | $2,461,000 | +6.7% | 18,710 | -1.2% | 0.36% | -4.2% |
| Q4 2016 | $2,306,000 | +37.4% | 18,935 | +37.3% | 0.38% | +27.3% |
| Q3 2016 | $1,678,000 | +11.3% | 13,791 | +6.7% | 0.30% | +1.0% |
| Q2 2016 | $1,507,000 | -2.3% | 12,924 | -2.8% | 0.29% | -7.8% |
| Q1 2016 | $1,542,000 | -5.9% | 13,302 | -6.0% | 0.32% | -9.9% |
| Q4 2015 | $1,639,000 | +7.1% | 14,156 | -0.4% | 0.35% | +5.7% |
| Q3 2015 | $1,531,000 | -3.9% | 14,206 | +1.5% | 0.34% | +5.7% |
| Q2 2015 | $1,593,000 | +55.3% | 13,992 | +55.5% | 0.32% | +47.4% |
| Q1 2015 | $1,026,000 | -16.4% | 9,000 | -18.2% | 0.22% | -24.6% |
| Q4 2014 | $1,228,000 | +8.3% | 11,002 | +3.7% | 0.28% | +0.7% |
| Q3 2014 | $1,134,000 | +19.1% | 10,613 | +17.2% | 0.28% | +16.9% |
| Q2 2014 | $952,000 | +5.2% | 9,055 | -0.1% | 0.24% | -2.4% |
| Q1 2014 | $905,000 | -28.9% | 9,066 | -29.6% | 0.25% | -42.2% |
| Q4 2013 | $1,272,000 | +26.3% | 12,885 | +14.4% | 0.43% | +15.0% |
| Q3 2013 | $1,007,000 | +0.9% | 11,268 | -5.1% | 0.37% | -6.8% |
| Q2 2013 | $998,000 | – | 11,879 | – | 0.40% | – |
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% |