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 | $786,394 | -1.0% | 11,268 | 0.0% | 0.18% | +7.0% |
| Q2 2023 | $794,169 | +7.4% | 11,268 | -2.7% | 0.17% | +4.2% |
| Q1 2023 | $739,718 | +9.2% | 11,578 | 0.0% | 0.16% | +5.8% |
| Q4 2022 | $677,313 | +1.1% | 11,578 | 0.0% | 0.16% | -1.9% |
| Q3 2022 | $670,000 | -4.1% | 11,578 | 0.0% | 0.16% | +1.3% |
| Q2 2022 | $699,000 | -60.5% | 11,578 | -50.0% | 0.16% | -6.0% |
| Q1 2022 | $1,768,000 | +92.2% | 23,156 | +100.0% | 0.17% | -3.5% |
| Q4 2021 | $920,000 | +7.5% | 11,578 | 0.0% | 0.17% | +3.0% |
| Q3 2021 | $856,000 | -1.9% | 11,578 | -3.5% | 0.17% | -1.8% |
| Q2 2021 | $873,000 | +8.7% | 12,000 | -2.8% | 0.17% | -1.7% |
| Q1 2021 | $803,000 | +1.9% | 12,340 | 0.0% | 0.17% | -3.3% |
| Q4 2020 | $788,000 | -45.9% | 12,340 | +95.8% | 0.18% | -3.2% |
| Q3 2020 | $1,456,000 | +119.6% | 6,302 | +97.1% | 0.19% | 0.0% |
| Q2 2020 | $663,000 | +24.2% | 3,197 | -1.2% | 0.19% | -2.6% |
| Q1 2020 | $534,000 | -23.6% | 3,236 | -10.3% | 0.19% | +10.4% |
| Q4 2019 | $699,000 | +7.5% | 3,608 | 0.0% | 0.17% | -0.6% |
| Q3 2019 | $650,000 | -27.2% | 3,608 | -26.0% | 0.17% | -26.9% |
| Q2 2019 | $893,000 | +2.2% | 4,873 | -3.9% | 0.24% | -8.8% |
| Q1 2019 | $874,000 | +4.9% | 5,070 | -8.3% | 0.26% | -5.8% |
| Q4 2018 | $833,000 | -24.8% | 5,527 | -11.7% | 0.28% | -9.8% |
| Q3 2018 | $1,108,000 | +1.7% | 6,256 | -6.6% | 0.31% | -8.1% |
| Q2 2018 | $1,089,000 | -9.2% | 6,698 | -13.3% | 0.33% | -10.5% |
| Q1 2018 | $1,199,000 | – | 7,729 | – | 0.37% | – |
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% |