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 | $516,941 | -5.3% | 7,555 | -2.4% | 0.21% | -6.6% |
| Q2 2023 | $545,730 | +0.3% | 7,743 | -9.1% | 0.23% | -1.3% |
| Q1 2023 | $544,312 | +8.9% | 8,520 | -0.2% | 0.23% | 0.0% |
| Q4 2022 | $499,620 | -2.8% | 8,541 | -3.8% | 0.23% | -11.2% |
| Q3 2022 | $514,000 | -2.5% | 8,880 | +1.6% | 0.26% | +3.6% |
| Q2 2022 | $527,000 | -17.4% | 8,740 | +4.6% | 0.25% | -1.2% |
| Q1 2022 | $638,000 | -3.2% | 8,359 | +6.2% | 0.25% | +1.6% |
| Q4 2021 | $659,000 | +15.8% | 7,873 | +2.3% | 0.25% | +8.7% |
| Q3 2021 | $569,000 | -9.1% | 7,698 | -10.6% | 0.23% | -10.5% |
| Q2 2021 | $626,000 | +14.9% | 8,610 | +2.9% | 0.26% | +8.0% |
| Q1 2021 | $545,000 | +1.3% | 8,370 | -0.7% | 0.24% | -4.0% |
| Q4 2020 | $538,000 | -2.7% | 8,429 | +216.4% | 0.25% | -16.8% |
| Q3 2020 | $553,000 | +0.2% | 2,664 | 0.0% | 0.30% | 0.0% |
| Q2 2020 | $552,000 | +26.9% | 2,664 | +1.1% | 0.30% | +10.8% |
| Q1 2020 | $435,000 | -30.0% | 2,635 | -17.8% | 0.27% | -16.0% |
| Q4 2019 | $621,000 | +5.1% | 3,207 | -2.3% | 0.32% | -2.1% |
| Q3 2019 | $591,000 | -8.4% | 3,283 | -8.9% | 0.33% | -7.9% |
| Q2 2019 | $645,000 | +1.7% | 3,602 | -2.1% | 0.35% | -1.1% |
| Q1 2019 | $634,000 | +14.0% | 3,678 | -0.4% | 0.36% | +8.5% |
| Q4 2018 | $556,000 | -13.0% | 3,694 | +2.4% | 0.33% | -10.3% |
| Q3 2018 | $639,000 | +8.1% | 3,606 | -0.9% | 0.37% | +4.8% |
| Q2 2018 | $591,000 | +6.5% | 3,637 | +1.5% | 0.35% | +4.5% |
| Q1 2018 | $555,000 | -13.0% | 3,585 | -14.2% | 0.34% | -13.2% |
| Q4 2017 | $638,000 | -1.7% | 4,179 | -7.6% | 0.39% | -4.7% |
| Q3 2017 | $649,000 | -2.0% | 4,524 | -6.4% | 0.41% | -6.9% |
| Q2 2017 | $662,000 | +3.3% | 4,834 | -0.9% | 0.44% | -1.6% |
| Q1 2017 | $641,000 | -70.4% | 4,876 | -72.5% | 0.44% | -70.6% |
| Q4 2016 | $2,163,000 | -2.7% | 17,761 | -2.8% | 1.51% | -1.8% |
| Q3 2016 | $2,222,000 | +3.9% | 18,264 | -0.5% | 1.54% | +0.5% |
| Q2 2016 | $2,139,000 | -10.7% | 18,349 | -11.2% | 1.53% | -8.8% |
| Q1 2016 | $2,394,000 | -6.7% | 20,660 | -6.8% | 1.68% | -5.5% |
| Q4 2015 | $2,566,000 | +11.1% | 22,161 | +3.4% | 1.77% | +3.0% |
| Q3 2015 | $2,310,000 | -6.0% | 21,428 | -0.7% | 1.72% | -5.9% |
| Q2 2015 | $2,458,000 | -1.2% | 21,586 | -1.1% | 1.83% | -1.7% |
| Q1 2015 | $2,487,000 | -1.8% | 21,827 | -3.8% | 1.86% | -11.1% |
| Q4 2014 | $2,532,000 | -47.1% | 22,686 | -49.4% | 2.09% | -43.8% |
| Q3 2014 | $4,787,000 | +2.8% | 44,813 | +1.3% | 3.73% | +9.3% |
| Q2 2014 | $4,655,000 | +2.3% | 44,254 | -2.9% | 3.41% | -4.7% |
| Q1 2014 | $4,552,000 | +8.9% | 45,595 | +7.7% | 3.58% | +1.1% |
| Q4 2013 | $4,180,000 | +3.4% | 42,332 | -6.4% | 3.54% | +6.7% |
| Q3 2013 | $4,043,000 | +12.6% | 45,246 | +5.8% | 3.32% | +1.8% |
| Q2 2013 | $3,592,000 | – | 42,754 | – | 3.26% | – |
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% |