ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442,306 | +49374.9% | 6,465 | -49.1% | 0.08% | -2.5% |
| Q2 2023 | $894 | +3.0% | 12,689 | -6.6% | 0.08% | +11.3% |
| Q1 2023 | $868 | -100.0% | 13,591 | +2.0% | 0.07% | +4.4% |
| Q4 2022 | $779,725,730 | +143231.9% | 13,329 | +41.9% | 0.07% | +28.3% |
| Q3 2022 | $544,000 | +30.5% | 9,395 | +35.9% | 0.05% | +26.2% |
| Q2 2022 | $417,000 | -77.0% | 6,914 | -68.1% | 0.04% | -72.9% |
| Q4 2021 | $1,816,000 | -2.0% | 21,686 | -13.5% | 0.16% | -24.0% |
| Q3 2021 | $1,853,000 | +53.0% | 25,070 | +46.3% | 0.20% | +20.0% |
| Q2 2021 | $1,211,000 | +400.4% | 17,141 | +350.4% | 0.17% | +400.0% |
| Q4 2020 | $242,000 | +10.0% | 3,806 | +296.9% | 0.03% | +3.0% |
| Q3 2020 | $220,000 | -67.6% | 959 | -70.7% | 0.03% | -72.0% |
| Q2 2020 | $679,000 | +19.8% | 3,272 | +3.9% | 0.12% | +9.3% |
| Q3 2019 | $567,000 | +6.0% | 3,149 | +5.4% | 0.11% | +3.8% |
| Q2 2019 | $535,000 | -38.8% | 2,987 | -41.1% | 0.10% | -42.9% |
| Q1 2019 | $874,000 | +18.1% | 5,072 | -20.5% | 0.18% | -58.8% |
| Q1 2016 | $740,000 | -24.7% | 6,382 | -24.8% | 0.44% | -25.7% |
| Q4 2015 | $983,000 | +20.2% | 8,489 | +11.9% | 0.60% | -6.9% |
| Q3 2015 | $818,000 | -5.3% | 7,585 | 0.0% | 0.64% | +9.8% |
| Q2 2015 | $864,000 | +0.6% | 7,585 | +0.6% | 0.58% | +5.1% |
| Q1 2015 | $859,000 | +2.1% | 7,540 | 0.0% | 0.55% | -6.7% |
| Q4 2014 | $841,000 | +8.2% | 7,540 | +3.7% | 0.59% | +1.2% |
| Q3 2014 | $777,000 | +3.2% | 7,273 | +1.6% | 0.59% | +0.2% |
| Q2 2014 | $753,000 | +5.3% | 7,160 | 0.0% | 0.59% | -11.7% |
| Q1 2014 | $715,000 | +0.6% | 7,160 | -0.6% | 0.66% | -5.3% |
| Q4 2013 | $711,000 | – | 7,200 | – | 0.70% | – |
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% |