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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $241,183 | +18.9% | 3,422 | +7.7% | 0.52% | +27.3% |
| Q1 2023 | $202,915 | +11.9% | 3,176 | +2.5% | 0.41% | -0.5% |
| Q4 2022 | $181,350 | -41.1% | 3,100 | -35.8% | 0.41% | -1.2% |
| Q2 2022 | $308,000 | -12.7% | 4,829 | -4.6% | 0.41% | +71.8% |
| Q1 2022 | $353,000 | -90.6% | 5,064 | -89.0% | 0.24% | -76.4% |
| Q4 2021 | $3,767,000 | +8.0% | 46,159 | +8.0% | 1.02% | +3.4% |
| Q3 2021 | $3,488,000 | +170.0% | 42,740 | +149.7% | 0.99% | +88.2% |
| Q2 2021 | $1,292,000 | +1.4% | 17,119 | -9.8% | 0.52% | +32.0% |
| Q1 2021 | $1,274,000 | +3.4% | 18,974 | -1.8% | 0.40% | -24.5% |
| Q4 2020 | $1,232,000 | -62.5% | 19,317 | -18.4% | 0.53% | -64.1% |
| Q3 2020 | $3,285,000 | -30.4% | 23,680 | +4.4% | 1.46% | -26.3% |
| Q2 2020 | $4,718,000 | +159.5% | 22,692 | +107.5% | 1.99% | +145.0% |
| Q1 2020 | $1,818,000 | -81.5% | 10,935 | -78.4% | 0.81% | -77.4% |
| Q4 2019 | $9,825,000 | -7.9% | 50,535 | -14.7% | 3.58% | -15.8% |
| Q3 2019 | $10,671,000 | +8.4% | 59,274 | +7.9% | 4.25% | -4.9% |
| Q2 2019 | $9,846,000 | +29.6% | 54,936 | +24.7% | 4.47% | -8.9% |
| Q1 2019 | $7,595,000 | -11.0% | 44,066 | -14.9% | 4.91% | +18.1% |
| Q4 2018 | $8,534,000 | -22.0% | 51,766 | -16.2% | 4.16% | -29.2% |
| Q3 2018 | $10,939,000 | +390.8% | 61,745 | +329.4% | 5.87% | +480.3% |
| Q2 2018 | $2,229,000 | -50.0% | 14,379 | -50.0% | 1.01% | -23.3% |
| Q1 2018 | $4,458,000 | -9.0% | 28,758 | -10.4% | 1.32% | -42.8% |
| Q4 2017 | $4,901,000 | -0.7% | 32,086 | -6.8% | 2.30% | -27.5% |
| Q3 2017 | $4,938,000 | +20.2% | 34,437 | +10.3% | 3.18% | +9.2% |
| Q1 2017 | $4,107,000 | +126.0% | 31,227 | +109.3% | 2.91% | +98.4% |
| Q4 2016 | $1,817,000 | -8.8% | 14,918 | -8.9% | 1.47% | -13.7% |
| Q3 2016 | $1,993,000 | -10.9% | 16,383 | -14.6% | 1.70% | -1.8% |
| Q2 2016 | $2,238,000 | -46.6% | 19,194 | -46.9% | 1.73% | -50.3% |
| Q1 2016 | $4,188,000 | -1.2% | 36,134 | -99.1% | 3.48% | +10.1% |
| Q4 2015 | $4,238,000 | – | 4,237,503 | – | 3.16% | – |
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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% |