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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $321,000 | +31.6% | 4,204 | +44.3% | 0.01% | +44.4% |
| Q4 2021 | $244,000 | +69.4% | 2,914 | +49.4% | 0.01% | +28.6% |
| Q3 2021 | $144,000 | +1.4% | 1,950 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $142,000 | +11.8% | 1,950 | 0.0% | 0.01% | +16.7% |
| Q1 2021 | $127,000 | -47.1% | 1,950 | -20.4% | 0.01% | -14.3% |
| Q4 2020 | $240,000 | +106.9% | 2,450 | +390.0% | 0.01% | 0.0% |
| Q3 2020 | $116,000 | +11.5% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $104,000 | +22.4% | 500 | -2.9% | 0.01% | 0.0% |
| Q1 2020 | $85,000 | -57.1% | 515 | -51.4% | 0.01% | +16.7% |
| Q4 2019 | $198,000 | +108.4% | 1,060 | +100.0% | 0.01% | 0.0% |
| Q3 2019 | $95,000 | 0.0% | 530 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $95,000 | -5.0% | 530 | -8.9% | 0.01% | -14.3% |
| Q1 2019 | $100,000 | +13.6% | 582 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $88,000 | -25.4% | 582 | -12.7% | 0.01% | -12.5% |
| Q3 2018 | $118,000 | 0.0% | 667 | -8.3% | 0.01% | 0.0% |
| Q2 2018 | $118,000 | +4.4% | 727 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $113,000 | +1.8% | 727 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $111,000 | +6.7% | 727 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $104,000 | +5.1% | 727 | 0.0% | 0.01% | +14.3% |
| Q2 2017 | $99,000 | +3.1% | 727 | 0.0% | 0.01% | -12.5% |
| Q1 2017 | $96,000 | +1.1% | 727 | -6.4% | 0.01% | 0.0% |
| Q4 2016 | $95,000 | +17.3% | 777 | +16.5% | 0.01% | +14.3% |
| Q3 2016 | $81,000 | +3.8% | 667 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $78,000 | +1.3% | 667 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $77,000 | 0.0% | 667 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $77,000 | +1.3% | 667 | -5.3% | 0.01% | 0.0% |
| Q3 2015 | $76,000 | -5.0% | 704 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $80,000 | 0.0% | 704 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $80,000 | +1.3% | 704 | 0.0% | 0.01% | +16.7% |
| Q4 2014 | $79,000 | +5.3% | 704 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $75,000 | -2.6% | 704 | -3.4% | 0.01% | 0.0% |
| Q2 2014 | $77,000 | +5.5% | 729 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $73,000 | +711.1% | 729 | +737.9% | 0.01% | +500.0% |
| Q4 2013 | $9,000 | +12.5% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $8,000 | +14.3% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $7,000 | – | 87 | – | 0.00% | – |
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% |