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 | $643,148 | -2.9% | 9,400 | 0.0% | 0.28% | +2.2% |
| Q2 2023 | $662,512 | +8.0% | 9,400 | -2.1% | 0.27% | +1.5% |
| Q1 2023 | $613,344 | +9.2% | 9,600 | 0.0% | 0.27% | +2.3% |
| Q4 2022 | $561,600 | +1.2% | 9,600 | 0.0% | 0.26% | -7.7% |
| Q3 2022 | $555,000 | -8.1% | 9,600 | -4.0% | 0.29% | -6.5% |
| Q2 2022 | $604,000 | -22.8% | 10,000 | -2.3% | 0.31% | -7.8% |
| Q1 2022 | $782,000 | -11.3% | 10,240 | -2.8% | 0.33% | -7.5% |
| Q4 2021 | $882,000 | +13.2% | 10,540 | 0.0% | 0.36% | +2.6% |
| Q3 2021 | $779,000 | +1.6% | 10,540 | 0.0% | 0.35% | +1.7% |
| Q2 2021 | $767,000 | -3.8% | 10,540 | -13.9% | 0.34% | -9.2% |
| Q1 2021 | $797,000 | +2.0% | 12,240 | 0.0% | 0.38% | -3.8% |
| Q4 2020 | $781,000 | +10.5% | 12,240 | +300.0% | 0.39% | -3.0% |
| Q3 2020 | $707,000 | +11.3% | 3,060 | 0.0% | 0.41% | +4.4% |
| Q2 2020 | $635,000 | +18.0% | 3,060 | -6.1% | 0.39% | -0.8% |
| Q1 2020 | $538,000 | -19.7% | 3,260 | -5.8% | 0.39% | +0.8% |
| Q4 2019 | $670,000 | +4.2% | 3,460 | -3.1% | 0.39% | -2.0% |
| Q3 2019 | $643,000 | -5.2% | 3,570 | -5.6% | 0.40% | -5.5% |
| Q2 2019 | $678,000 | -1.6% | 3,780 | -5.5% | 0.42% | -4.5% |
| Q1 2019 | $689,000 | +14.3% | 4,000 | 0.0% | 0.44% | -3.1% |
| Q4 2018 | $603,000 | -15.0% | 4,000 | 0.0% | 0.45% | +8.9% |
| Q3 2018 | $709,000 | +7.4% | 4,000 | -1.5% | 0.42% | +0.7% |
| Q2 2018 | $660,000 | +10.6% | 4,060 | +5.5% | 0.41% | +8.9% |
| Q1 2018 | $597,000 | -1.0% | 3,850 | -2.5% | 0.38% | +3.0% |
| Q4 2017 | $603,000 | +6.3% | 3,950 | 0.0% | 0.37% | +5.1% |
| Q3 2017 | $567,000 | +4.8% | 3,950 | 0.0% | 0.35% | +0.9% |
| Q2 2017 | $541,000 | +4.0% | 3,950 | 0.0% | 0.35% | +3.3% |
| Q1 2017 | $520,000 | +8.1% | 3,950 | 0.0% | 0.34% | +8.7% |
| Q4 2016 | $481,000 | -4.0% | 3,950 | -4.1% | 0.31% | -6.9% |
| Q3 2016 | $501,000 | +4.4% | 4,120 | 0.0% | 0.33% | +4.4% |
| Q2 2016 | $480,000 | +0.4% | 4,120 | 0.0% | 0.32% | +1.3% |
| Q1 2016 | $478,000 | +0.2% | 4,120 | 0.0% | 0.32% | -5.1% |
| Q4 2015 | $477,000 | +1.7% | 4,120 | -5.3% | 0.33% | +0.3% |
| Q3 2015 | $469,000 | -5.3% | 4,350 | 0.0% | 0.33% | +4.7% |
| Q2 2015 | $495,000 | -0.2% | 4,350 | 0.0% | 0.32% | -0.3% |
| Q1 2015 | $496,000 | +2.1% | 4,350 | 0.0% | 0.32% | 0.0% |
| Q4 2014 | $486,000 | – | 4,350 | – | 0.32% | – |
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% |