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 | $314,729 | -2.9% | 4,600 | 0.0% | 0.13% | -5.1% |
| Q2 2023 | $324,206 | +2.2% | 4,600 | -7.3% | 0.14% | -2.1% |
| Q1 2023 | $317,151 | +6.9% | 4,964 | -2.1% | 0.14% | -5.4% |
| Q4 2022 | $296,595 | -41.4% | 5,070 | -42.1% | 0.15% | -47.3% |
| Q3 2022 | $506,000 | -10.9% | 8,750 | -7.1% | 0.28% | -11.3% |
| Q2 2022 | $568,000 | -20.3% | 9,416 | +0.9% | 0.32% | -7.0% |
| Q1 2022 | $713,000 | -29.5% | 9,333 | -22.8% | 0.34% | -25.6% |
| Q4 2021 | $1,012,000 | +14.1% | 12,096 | +0.8% | 0.46% | +5.0% |
| Q3 2021 | $887,000 | -11.9% | 12,003 | -13.3% | 0.44% | -10.6% |
| Q2 2021 | $1,007,000 | -50.5% | 13,844 | -55.7% | 0.49% | -13.1% |
| Q1 2021 | $2,035,000 | -73.6% | 31,256 | -74.1% | 0.56% | -75.7% |
| Q4 2020 | $7,696,000 | +9520.0% | 120,585 | +17325.6% | 2.32% | +1569.8% |
| Q1 2016 | $80,000 | 0.0% | 692 | 0.0% | 0.14% | +82.9% |
| Q4 2015 | $80,000 | +105.1% | 692 | +89.1% | 0.08% | +16.9% |
| Q3 2015 | $39,000 | +21.9% | 366 | +28.4% | 0.06% | +116.7% |
| Q2 2015 | $32,000 | 0.0% | 285 | 0.0% | 0.03% | +3.4% |
| Q1 2015 | $32,000 | 0.0% | 285 | 0.0% | 0.03% | 0.0% |
| Q4 2014 | $32,000 | – | 285 | – | 0.03% | – |
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% |