ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56 | -46.2% | 20,600 | +3.0% | 0.01% | -64.3% |
| Q2 2023 | $104 | +50.7% | 20,000 | -52.4% | 0.01% | +100.0% |
| Q1 2023 | $69 | +6800.0% | 42,000 | +5150.0% | 0.01% | – |
| Q4 2022 | $1 | -100.0% | 800 | +33.3% | 0.00% | – |
| Q3 2022 | $2,000 | -77.8% | 600 | -57.1% | 0.00% | -100.0% |
| Q2 2022 | $9,000 | -64.0% | 1,400 | +91.3% | 0.00% | 0.0% |
| Q1 2022 | $25,000 | -7.4% | 732 | +69.4% | 0.00% | 0.0% |
| Q4 2021 | $27,000 | – | 432 | +332.0% | 0.00% | – |
| Q3 2021 | $0 | -100.0% | 100 | -83.3% | 0.00% | – |
| Q2 2021 | $3,000 | -62.5% | 600 | -96.5% | 0.00% | – |
| Q1 2021 | $8,000 | -90.9% | 17,000 | -47.4% | 0.00% | -100.0% |
| Q4 2020 | $88,000 | +41.9% | 32,300 | +558.9% | 0.00% | 0.0% |
| Q3 2020 | $62,000 | -83.5% | 4,902 | -85.5% | 0.00% | -84.0% |
| Q2 2020 | $375,000 | +240.9% | 33,900 | -11.9% | 0.02% | +400.0% |
| Q1 2020 | $110,000 | -84.8% | 38,500 | -61.5% | 0.01% | -88.6% |
| Q4 2019 | $725,000 | +393.2% | 100,000 | +85.9% | 0.04% | +238.5% |
| Q3 2019 | $147,000 | +1236.4% | 53,800 | +1095.6% | 0.01% | +1200.0% |
| Q2 2019 | $11,000 | -69.4% | 4,500 | +245.6% | 0.00% | -75.0% |
| Q1 2019 | $36,000 | – | 1,302 | -34.9% | 0.00% | – |
| Q4 2018 | $0 | -100.0% | 2,000 | +900.0% | 0.00% | – |
| Q2 2018 | $1,000 | – | 200 | 0.0% | 0.00% | – |
| Q1 2018 | $0 | -100.0% | 200 | -90.5% | 0.00% | – |
| Q4 2017 | $4,000 | -95.7% | 2,100 | -50.0% | 0.00% | -100.0% |
| Q3 2017 | $92,000 | -62.4% | 4,200 | -59.2% | 0.00% | -66.7% |
| Q2 2017 | $245,000 | +70.1% | 10,300 | +505.9% | 0.01% | +50.0% |
| Q1 2017 | $144,000 | +260.0% | 1,700 | +38.0% | 0.01% | +500.0% |
| Q4 2016 | $40,000 | -86.7% | 1,232 | -98.8% | 0.00% | -92.9% |
| Q3 2016 | $301,000 | +336.2% | 100,027 | +8.1% | 0.01% | +250.0% |
| Q2 2016 | $69,000 | +6800.0% | 92,505 | +15317.5% | 0.00% | – |
| Q1 2016 | $1,000 | – | 600 | +50.0% | 0.00% | – |
| Q4 2015 | $0 | – | 400 | – | 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% |