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 | $310,348 | -7.1% | 4,536 | -4.3% | 0.03% | -5.7% |
| Q2 2023 | $333,929 | +4.3% | 4,738 | -5.5% | 0.04% | +2.9% |
| Q1 2023 | $320,290 | -0.6% | 5,013 | -9.0% | 0.03% | -8.1% |
| Q4 2022 | $322,132 | -34.3% | 5,507 | -35.0% | 0.04% | -36.2% |
| Q3 2022 | $490,000 | -10.4% | 8,467 | -6.5% | 0.06% | -6.5% |
| Q2 2022 | $547,000 | -15.2% | 9,056 | +7.2% | 0.06% | -4.6% |
| Q1 2022 | $645,000 | -4.0% | 8,450 | -1.9% | 0.06% | -4.4% |
| Q4 2021 | $672,000 | +7.7% | 8,611 | +2.1% | 0.07% | -33.3% |
| Q3 2021 | $624,000 | -0.6% | 8,437 | -2.4% | 0.10% | 0.0% |
| Q2 2021 | $628,000 | +11.9% | 8,641 | +0.3% | 0.10% | +52.2% |
| Q1 2021 | $561,000 | -19.0% | 8,614 | -20.6% | 0.07% | -21.2% |
| Q4 2020 | $693,000 | +1.6% | 10,854 | +267.6% | 0.08% | -12.4% |
| Q3 2020 | $682,000 | +10.4% | 2,953 | -0.9% | 0.10% | +3.2% |
| Q2 2020 | $618,000 | +48.9% | 2,980 | +18.6% | 0.09% | +22.1% |
| Q1 2020 | $415,000 | -16.5% | 2,512 | -2.1% | 0.08% | +2.7% |
| Q4 2019 | $497,000 | +8.5% | 2,566 | +0.9% | 0.08% | +17.2% |
| Q3 2019 | $458,000 | -0.2% | 2,544 | -0.6% | 0.06% | 0.0% |
| Q2 2019 | $459,000 | +18.6% | 2,560 | +14.1% | 0.06% | +4.9% |
| Q1 2019 | $387,000 | +24.4% | 2,243 | +8.6% | 0.06% | +10.9% |
| Q4 2018 | $311,000 | -46.7% | 2,066 | -37.3% | 0.06% | -41.5% |
| Q3 2018 | $584,000 | +11.2% | 3,295 | +1.9% | 0.09% | +9.3% |
| Q2 2018 | $525,000 | -12.5% | 3,232 | -16.5% | 0.09% | -17.3% |
| Q1 2018 | $600,000 | +23.2% | 3,869 | +21.3% | 0.10% | +22.4% |
| Q4 2017 | $487,000 | -22.3% | 3,190 | -27.0% | 0.08% | -29.8% |
| Q3 2017 | $627,000 | -9.0% | 4,372 | -13.1% | 0.12% | -14.2% |
| Q2 2017 | $689,000 | -8.3% | 5,033 | -11.9% | 0.14% | -13.0% |
| Q1 2017 | $751,000 | +58.4% | 5,710 | +46.7% | 0.16% | +52.8% |
| Q4 2016 | $474,000 | +41.9% | 3,893 | +41.8% | 0.11% | +39.5% |
| Q3 2016 | $334,000 | +28.0% | 2,745 | +21.8% | 0.08% | +28.8% |
| Q1 2016 | $261,000 | -21.9% | 2,253 | -21.8% | 0.06% | -30.6% |
| Q4 2015 | $334,000 | +29.5% | 2,881 | +20.6% | 0.08% | +25.0% |
| Q3 2015 | $258,000 | -45.1% | 2,389 | -42.1% | 0.07% | -44.3% |
| Q2 2015 | $470,000 | -14.5% | 4,127 | -14.5% | 0.12% | +15.1% |
| Q1 2015 | $550,000 | -69.5% | 4,827 | -70.1% | 0.11% | -79.7% |
| Q4 2014 | $1,804,000 | +501.3% | 16,169 | +475.4% | 0.52% | +428.3% |
| Q3 2014 | $300,000 | +16.3% | 2,810 | +14.7% | 0.10% | +19.3% |
| Q2 2014 | $258,000 | +11.2% | 2,449 | +5.6% | 0.08% | +5.1% |
| Q1 2014 | $232,000 | +11.0% | 2,320 | +9.8% | 0.08% | 0.0% |
| Q4 2013 | $209,000 | – | 2,112 | – | 0.08% | – |
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% |