ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,236 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,908 | +11.0% | 38,590 | +1.1% | 0.05% | 0.0% |
| Q3 2023 | $2,619 | -2.7% | 38,155 | -0.1% | 0.05% | 0.0% |
| Q2 2023 | $2,691 | +4.3% | 38,186 | -5.4% | 0.05% | -6.0% |
| Q1 2023 | $2,580 | -15.5% | 40,381 | -22.7% | 0.05% | -18.0% |
| Q4 2022 | $3,054 | -99.7% | 52,211 | +157.3% | 0.06% | +144.0% |
| Q3 2022 | $1,174,000 | -1.9% | 20,292 | +2.3% | 0.02% | +4.2% |
| Q2 2022 | $1,197,000 | +60.9% | 19,828 | +103.6% | 0.02% | +84.6% |
| Q1 2022 | $744,000 | +5.1% | 9,741 | +15.1% | 0.01% | +8.3% |
| Q4 2021 | $708,000 | +9.4% | 8,463 | -3.4% | 0.01% | 0.0% |
| Q3 2021 | $647,000 | -16.2% | 8,758 | -17.5% | 0.01% | -20.0% |
| Q2 2021 | $772,000 | +19.1% | 10,618 | +6.7% | 0.02% | +15.4% |
| Q1 2021 | $648,000 | +6.4% | 9,948 | +4.2% | 0.01% | 0.0% |
| Q4 2020 | $609,000 | +9.7% | 9,548 | +297.5% | 0.01% | 0.0% |
| Q3 2020 | $555,000 | +18.3% | 2,402 | +6.2% | 0.01% | +8.3% |
| Q2 2020 | $469,000 | +65.1% | 2,262 | +31.4% | 0.01% | +33.3% |
| Q1 2020 | $284,000 | -12.6% | 1,722 | -4.5% | 0.01% | 0.0% |
| Q3 2019 | $325,000 | -7.1% | 1,803 | -7.7% | 0.01% | -30.8% |
| Q2 2019 | $350,000 | 0.0% | 1,953 | -3.7% | 0.01% | 0.0% |
| Q1 2019 | $350,000 | -0.8% | 2,028 | -13.4% | 0.01% | -13.3% |
| Q4 2018 | $353,000 | -44.0% | 2,343 | -34.1% | 0.02% | -37.5% |
| Q3 2018 | $630,000 | +4.1% | 3,558 | -4.4% | 0.02% | -4.0% |
| Q2 2018 | $605,000 | +0.8% | 3,723 | -3.7% | 0.02% | 0.0% |
| Q1 2018 | $600,000 | -64.6% | 3,867 | -65.2% | 0.02% | -63.2% |
| Q4 2017 | $1,696,000 | +13.6% | 11,104 | +6.6% | 0.07% | +7.9% |
| Q3 2017 | $1,493,000 | +12.9% | 10,413 | +7.8% | 0.06% | +6.8% |
| Q2 2017 | $1,322,000 | -28.6% | 9,663 | -31.4% | 0.06% | -29.8% |
| Q1 2017 | $1,852,000 | +36.7% | 14,081 | +26.5% | 0.08% | +31.2% |
| Q4 2016 | $1,355,000 | +19.7% | 11,128 | +19.6% | 0.06% | +16.4% |
| Q3 2016 | $1,132,000 | +12.5% | 9,303 | +7.8% | 0.06% | +10.0% |
| Q2 2016 | $1,006,000 | +320.9% | 8,633 | +318.5% | 0.05% | +316.7% |
| Q1 2016 | $239,000 | +60.4% | 2,063 | +60.2% | 0.01% | +50.0% |
| Q4 2015 | $149,000 | +49.0% | 1,288 | +38.6% | 0.01% | +60.0% |
| Q3 2015 | $100,000 | +1150.0% | 929 | +1307.6% | 0.01% | – |
| Q2 2015 | $8,000 | – | 66 | – | 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% |