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 | $661,273 | +4.3% | 9,665 | +7.4% | 0.09% | +3.5% |
| Q2 2023 | $634,243 | +10.6% | 8,998 | +0.3% | 0.09% | +2.4% |
| Q1 2023 | $573,272 | +25.1% | 8,973 | +14.6% | 0.08% | +15.1% |
| Q4 2022 | $458,186 | -11.9% | 7,832 | -12.9% | 0.07% | -16.1% |
| Q3 2022 | $520,000 | -3.5% | 8,994 | +0.7% | 0.09% | +3.6% |
| Q2 2022 | $539,000 | -9.4% | 8,931 | +14.6% | 0.08% | +15.1% |
| Q1 2022 | $595,000 | -36.3% | 7,793 | -30.2% | 0.07% | -33.6% |
| Q4 2021 | $934,000 | +13.6% | 11,157 | +0.3% | 0.11% | -3.5% |
| Q3 2021 | $822,000 | -3.7% | 11,125 | -5.3% | 0.11% | -3.4% |
| Q2 2021 | $854,000 | +73.2% | 11,743 | +55.1% | 0.12% | +53.2% |
| Q1 2021 | $493,000 | +4.4% | 7,571 | +2.5% | 0.08% | -1.3% |
| Q4 2020 | $472,000 | -3.7% | 7,389 | +248.2% | 0.08% | -14.3% |
| Q3 2020 | $490,000 | +61.7% | 2,122 | +45.1% | 0.09% | +42.2% |
| Q2 2020 | $303,000 | +25.7% | 1,462 | +0.2% | 0.06% | 0.0% |
| Q1 2020 | $241,000 | +65.1% | 1,459 | +93.2% | 0.06% | +93.9% |
| Q4 2019 | $146,000 | +10.6% | 755 | +2.6% | 0.03% | 0.0% |
| Q3 2019 | $132,000 | +7.3% | 736 | +7.1% | 0.03% | 0.0% |
| Q2 2019 | $123,000 | -46.8% | 687 | -48.7% | 0.03% | -47.6% |
| Q1 2019 | $231,000 | +33.5% | 1,338 | +16.7% | 0.06% | +18.9% |
| Q4 2018 | $173,000 | -13.9% | 1,147 | +1.1% | 0.05% | -14.5% |
| Q3 2018 | $201,000 | +6.9% | 1,135 | -1.8% | 0.06% | -4.6% |
| Q2 2018 | $188,000 | +168.6% | 1,156 | +156.9% | 0.06% | +170.8% |
| Q1 2018 | $70,000 | +1.4% | 450 | +0.2% | 0.02% | 0.0% |
| Q4 2017 | $69,000 | +6.2% | 449 | -1.1% | 0.02% | -4.0% |
| Q3 2017 | $65,000 | +4.8% | 454 | +0.4% | 0.02% | -3.8% |
| Q2 2017 | $62,000 | +5.1% | 452 | +0.7% | 0.03% | 0.0% |
| Q1 2017 | $59,000 | -33.0% | 449 | -37.6% | 0.03% | -40.9% |
| Q4 2016 | $88,000 | +49.2% | 719 | +47.3% | 0.04% | +46.7% |
| Q3 2016 | $59,000 | +3.5% | 488 | +0.4% | 0.03% | -3.2% |
| Q2 2016 | $57,000 | -36.0% | 486 | -37.0% | 0.03% | -40.4% |
| Q1 2016 | $89,000 | +25.4% | 772 | +25.1% | 0.05% | +23.8% |
| Q4 2015 | $71,000 | +31.5% | 617 | -4.5% | 0.04% | +23.5% |
| Q3 2015 | $54,000 | -12.9% | 646 | +18.3% | 0.03% | -10.5% |
| Q2 2015 | $62,000 | +588.9% | 546 | +609.1% | 0.04% | +660.0% |
| Q1 2015 | $9,000 | – | 77 | – | 0.01% | – |
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% |