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 | $982,728 | -2.9% | 14,363 | +0.0% | 0.20% | +0.5% |
| Q2 2023 | $1,012,315 | +10.4% | 14,361 | +0.0% | 0.20% | +9.7% |
| Q1 2023 | $917,209 | +9.3% | 14,356 | +0.1% | 0.19% | +4.5% |
| Q4 2022 | $839,251 | +1.2% | 14,347 | +0.1% | 0.18% | -8.2% |
| Q3 2022 | $829,000 | -24.2% | 14,336 | +0.1% | 0.19% | -3.0% |
| Q2 2022 | $1,093,000 | 0.0% | 14,322 | -0.0% | 0.20% | 0.0% |
| Q1 2022 | $1,093,000 | -16.9% | 14,324 | -8.9% | 0.20% | -12.7% |
| Q4 2021 | $1,315,000 | +13.4% | 15,718 | +0.0% | 0.23% | +6.0% |
| Q3 2021 | $1,160,000 | -7.6% | 15,713 | -9.0% | 0.22% | -9.6% |
| Q2 2021 | $1,255,000 | +3.0% | 17,259 | -7.8% | 0.24% | +13.8% |
| Q1 2021 | $1,218,000 | +0.3% | 18,723 | -1.6% | 0.21% | -21.1% |
| Q4 2020 | $1,214,000 | +10.5% | 19,032 | +300.5% | 0.27% | -3.6% |
| Q3 2020 | $1,099,000 | +10.9% | 4,752 | +0.1% | 0.28% | +1.8% |
| Q2 2020 | $991,000 | +20.6% | 4,748 | -4.8% | 0.27% | -3.2% |
| Q1 2020 | $822,000 | -9.6% | 4,985 | +6.2% | 0.28% | +18.1% |
| Q4 2019 | $909,000 | +6.3% | 4,692 | -1.3% | 0.24% | +14.5% |
| Q3 2019 | $855,000 | +0.5% | 4,755 | +0.2% | 0.21% | +0.5% |
| Q2 2019 | $851,000 | +4.3% | 4,747 | +0.3% | 0.21% | -2.4% |
| Q1 2019 | $816,000 | +14.8% | 4,731 | +0.3% | 0.21% | +1.0% |
| Q4 2018 | $711,000 | -33.5% | 4,719 | -21.9% | 0.21% | -26.9% |
| Q3 2018 | $1,069,000 | +9.2% | 6,042 | +0.2% | 0.29% | +3.6% |
| Q2 2018 | $979,000 | +4.7% | 6,028 | 0.0% | 0.28% | +4.5% |
| Q1 2018 | $935,000 | +7.3% | 6,028 | +5.7% | 0.26% | +7.8% |
| Q4 2017 | $871,000 | -8.7% | 5,703 | -14.2% | 0.24% | -13.7% |
| Q3 2017 | $954,000 | +2.8% | 6,645 | -2.0% | 0.28% | -0.7% |
| Q2 2017 | $928,000 | +4.2% | 6,780 | 0.0% | 0.29% | +0.4% |
| Q1 2017 | $891,000 | +8.4% | 6,780 | +0.3% | 0.28% | -0.3% |
| Q4 2016 | $822,000 | +6.5% | 6,763 | +6.6% | 0.29% | +2.9% |
| Q3 2016 | $772,000 | +4.5% | 6,342 | +0.1% | 0.28% | -1.4% |
| Q2 2016 | $739,000 | +1.0% | 6,336 | +0.4% | 0.28% | -6.3% |
| Q1 2016 | $732,000 | +0.7% | 6,313 | +0.6% | 0.30% | +4.2% |
| Q4 2015 | $727,000 | +7.9% | 6,278 | +0.5% | 0.29% | +0.3% |
| Q3 2015 | $674,000 | -5.1% | 6,247 | +0.2% | 0.29% | +6.7% |
| Q2 2015 | $710,000 | -0.4% | 6,234 | -0.4% | 0.27% | -2.9% |
| Q1 2015 | $713,000 | +2.6% | 6,260 | +0.4% | 0.28% | +1.5% |
| Q4 2014 | $695,000 | +4.7% | 6,238 | +0.3% | 0.27% | +2.2% |
| Q3 2014 | $664,000 | +1.8% | 6,219 | +0.3% | 0.27% | 0.0% |
| Q2 2014 | $652,000 | -4.0% | 6,199 | -8.8% | 0.27% | -6.0% |
| Q1 2014 | $679,000 | +57.5% | 6,800 | +55.7% | 0.28% | +46.2% |
| Q4 2013 | $431,000 | – | 4,368 | – | 0.20% | – |
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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% |