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 | $60,275,394 | +1.7% | 880,962 | +4.8% | 4.57% | +5.2% |
| Q2 2023 | $59,256,316 | +12.0% | 840,754 | +1.5% | 4.34% | +4.8% |
| Q1 2023 | $52,930,098 | +1358.0% | 828,457 | +1235.0% | 4.15% | +1370.6% |
| Q4 2022 | $3,630,279 | -16.7% | 62,056 | -17.6% | 0.28% | -24.6% |
| Q3 2022 | $4,357,000 | +21.0% | 75,311 | +26.2% | 0.37% | +17.2% |
| Q2 2022 | $3,600,000 | -35.8% | 59,656 | -18.8% | 0.32% | -23.9% |
| Q1 2022 | $5,609,000 | +6.5% | 73,435 | +16.7% | 0.42% | +8.8% |
| Q4 2021 | $5,266,000 | +19.7% | 62,933 | +5.7% | 0.38% | +8.1% |
| Q3 2021 | $4,400,000 | -13.5% | 59,526 | -14.9% | 0.36% | -10.1% |
| Q2 2021 | $5,088,000 | -1.7% | 69,955 | -12.0% | 0.40% | -7.3% |
| Q1 2021 | $5,176,000 | +10.6% | 79,502 | +8.4% | 0.43% | 0.0% |
| Q4 2020 | $4,680,000 | -4.3% | 73,334 | +246.6% | 0.43% | -23.6% |
| Q3 2020 | $4,890,000 | +12.4% | 21,160 | +0.9% | 0.56% | +2.9% |
| Q2 2020 | $4,350,000 | +60.1% | 20,966 | +27.3% | 0.54% | +31.2% |
| Q1 2020 | $2,717,000 | -32.9% | 16,464 | -21.3% | 0.41% | -13.2% |
| Q4 2019 | $4,048,000 | +8.0% | 20,907 | +0.4% | 0.48% | -4.8% |
| Q3 2019 | $3,749,000 | -0.1% | 20,823 | -0.5% | 0.50% | -1.0% |
| Q2 2019 | $3,752,000 | -25.3% | 20,932 | -28.2% | 0.51% | -29.5% |
| Q1 2019 | $5,026,000 | -76.4% | 29,160 | -79.3% | 0.72% | -77.6% |
| Q4 2018 | $21,273,000 | -30.8% | 141,187 | -18.6% | 3.20% | -16.4% |
| Q3 2018 | $30,737,000 | -9.5% | 173,491 | -16.9% | 3.83% | -9.5% |
| Q2 2018 | $33,946,000 | +26.7% | 208,755 | +20.8% | 4.23% | +26.0% |
| Q1 2018 | $26,792,000 | +29.3% | 172,773 | +27.4% | 3.36% | +24.9% |
| Q4 2017 | $20,717,000 | +11.4% | 135,610 | +4.6% | 2.69% | +4.3% |
| Q3 2017 | $18,591,000 | +8.3% | 129,624 | +3.3% | 2.58% | +6.0% |
| Q2 2017 | $17,173,000 | +32.3% | 125,491 | +27.1% | 2.43% | +25.2% |
| Q1 2017 | $12,982,000 | +377.6% | 98,707 | +342.3% | 1.94% | +344.2% |
| Q4 2016 | $2,718,000 | +31.7% | 22,319 | +31.6% | 0.44% | +23.8% |
| Q3 2016 | $2,063,000 | -18.7% | 16,955 | -22.1% | 0.35% | -21.2% |
| Q2 2016 | $2,538,000 | +21.3% | 21,771 | +20.6% | 0.45% | +11.2% |
| Q1 2016 | $2,092,000 | -70.2% | 18,053 | -70.3% | 0.40% | -71.2% |
| Q4 2015 | $7,030,000 | +1852.8% | 60,712 | +1716.1% | 1.40% | +1527.9% |
| Q3 2015 | $360,000 | -5.5% | 3,343 | 0.0% | 0.09% | -4.4% |
| Q2 2015 | $381,000 | – | 3,343 | – | 0.09% | – |
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% |