ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,188 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $123,765 | +9.8% | 1,648 | 0.0% | 0.06% | +1.7% |
| Q3 2023 | $112,756 | -2.9% | 1,648 | 0.0% | 0.06% | +1.7% |
| Q2 2023 | $116,151 | +10.3% | 1,648 | 0.0% | 0.06% | +3.5% |
| Q1 2023 | $105,291 | +9.2% | 1,648 | 0.0% | 0.06% | +7.5% |
| Q4 2022 | $96,408 | +1.5% | 1,648 | 0.0% | 0.05% | -5.4% |
| Q3 2022 | $95,000 | -4.0% | 1,648 | 0.0% | 0.06% | +3.7% |
| Q2 2022 | $99,000 | -21.4% | 1,648 | 0.0% | 0.05% | -5.3% |
| Q1 2022 | $126,000 | -8.7% | 1,648 | 0.0% | 0.06% | -6.6% |
| Q4 2021 | $138,000 | +13.1% | 1,648 | 0.0% | 0.06% | +5.2% |
| Q3 2021 | $122,000 | -1.6% | 1,648 | -3.5% | 0.06% | -1.7% |
| Q2 2021 | $124,000 | +11.7% | 1,708 | 0.0% | 0.06% | +5.4% |
| Q1 2021 | $111,000 | +1.8% | 1,708 | 0.0% | 0.06% | +1.8% |
| Q4 2020 | $109,000 | +10.1% | 1,708 | +300.0% | 0.06% | 0.0% |
| Q3 2020 | $99,000 | +11.2% | 427 | 0.0% | 0.06% | +5.8% |
| Q2 2020 | $89,000 | +27.1% | 427 | 0.0% | 0.05% | +6.1% |
| Q1 2020 | $70,000 | -31.4% | 427 | -19.0% | 0.05% | -14.0% |
| Q4 2019 | $102,000 | +7.4% | 527 | 0.0% | 0.06% | 0.0% |
| Q3 2019 | $95,000 | +1.1% | 527 | 0.0% | 0.06% | +1.8% |
| Q2 2019 | $94,000 | +4.4% | 527 | 0.0% | 0.06% | +1.8% |
| Q1 2019 | $90,000 | -52.4% | 527 | -57.9% | 0.06% | -57.4% |
| Q4 2018 | $189,000 | -14.9% | 1,252 | 0.0% | 0.13% | -1.5% |
| Q3 2018 | $222,000 | +8.8% | 1,252 | 0.0% | 0.13% | +3.1% |
| Q2 2018 | $204,000 | +5.2% | 1,252 | 0.0% | 0.13% | +4.1% |
| Q1 2018 | $194,000 | +1.6% | 1,252 | 0.0% | 0.12% | +5.2% |
| Q4 2017 | $191,000 | +6.1% | 1,252 | 0.0% | 0.12% | +3.6% |
| Q3 2017 | $180,000 | +5.3% | 1,252 | 0.0% | 0.11% | +2.8% |
| Q2 2017 | $171,000 | +3.6% | 1,252 | 0.0% | 0.11% | 0.0% |
| Q1 2017 | $165,000 | -6.8% | 1,252 | -13.8% | 0.11% | -9.9% |
| Q4 2016 | $177,000 | +16.4% | 1,452 | +16.0% | 0.12% | +17.5% |
| Q3 2016 | $152,000 | +4.1% | 1,252 | 0.0% | 0.10% | +5.1% |
| Q2 2016 | $146,000 | +0.7% | 1,252 | 0.0% | 0.10% | -2.0% |
| Q1 2016 | $145,000 | 0.0% | 1,252 | 0.0% | 0.10% | +1.0% |
| Q4 2015 | $145,000 | +7.4% | 1,252 | 0.0% | 0.10% | -2.9% |
| Q3 2015 | $135,000 | -5.6% | 1,252 | 0.0% | 0.10% | +5.2% |
| Q2 2015 | $143,000 | 0.0% | 1,252 | 0.0% | 0.10% | 0.0% |
| Q1 2015 | $143,000 | +2.1% | 1,252 | 0.0% | 0.10% | -3.0% |
| Q4 2014 | $140,000 | – | 1,252 | – | 0.10% | – |
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% |