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 | $492 | -3.3% | 7,190 | -0.4% | 0.04% | -11.6% |
| Q2 2023 | $509 | +9.9% | 7,222 | -0.4% | 0.04% | -2.3% |
| Q1 2023 | $463 | +6.2% | 7,252 | -2.8% | 0.04% | -12.0% |
| Q4 2022 | $436 | -99.9% | 7,461 | -8.1% | 0.05% | -13.8% |
| Q3 2022 | $469,000 | -4.3% | 8,115 | +0.0% | 0.06% | -1.7% |
| Q2 2022 | $490,000 | -21.0% | 8,113 | -0.1% | 0.06% | -10.6% |
| Q1 2022 | $620,000 | -8.7% | 8,118 | 0.0% | 0.07% | -10.8% |
| Q4 2021 | $679,000 | +13.2% | 8,118 | 0.0% | 0.07% | -16.9% |
| Q3 2021 | $600,000 | +3.4% | 8,118 | +1.9% | 0.09% | +2.3% |
| Q2 2021 | $580,000 | +11.8% | 7,968 | 0.0% | 0.09% | +4.8% |
| Q1 2021 | $519,000 | +7.2% | 7,968 | +5.2% | 0.08% | +13.7% |
| Q4 2020 | $484,000 | -7.1% | 7,576 | +236.0% | 0.07% | -6.4% |
| Q3 2020 | $521,000 | +9.2% | 2,255 | -2.0% | 0.08% | +8.3% |
| Q2 2020 | $477,000 | +12.0% | 2,301 | -10.8% | 0.07% | -21.7% |
| Q1 2020 | $426,000 | -32.2% | 2,579 | -20.5% | 0.09% | -24.6% |
| Q4 2019 | $628,000 | +11.3% | 3,245 | +3.6% | 0.12% | +2.5% |
| Q3 2019 | $564,000 | +0.4% | 3,133 | 0.0% | 0.12% | -3.3% |
| Q2 2019 | $562,000 | +38.8% | 3,133 | +33.3% | 0.12% | +12.8% |
| Q1 2019 | $405,000 | +14.4% | 2,350 | 0.0% | 0.11% | +5.8% |
| Q4 2018 | $354,000 | -11.7% | 2,350 | +3.9% | 0.10% | -3.7% |
| Q3 2018 | $401,000 | +9.0% | 2,261 | 0.0% | 0.11% | -1.8% |
| Q2 2018 | $368,000 | +2.5% | 2,261 | -2.4% | 0.11% | -0.9% |
| Q1 2018 | $359,000 | -1.1% | 2,317 | -2.5% | 0.11% | 0.0% |
| Q4 2017 | $363,000 | +7.1% | 2,377 | +0.5% | 0.11% | -3.5% |
| Q3 2017 | $339,000 | – | 2,364 | – | 0.11% | – |
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% |