ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,236 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,867 | -96.8% | 49 | -96.8% | 0.00% | -96.4% |
| Q3 2022 | $90,000 | -3.2% | 1,549 | 0.0% | 0.06% | -1.8% |
| Q2 2022 | $93,000 | -21.2% | 1,549 | 0.0% | 0.06% | -12.3% |
| Q1 2022 | $118,000 | -9.2% | 1,549 | -0.4% | 0.06% | -9.7% |
| Q4 2021 | $130,000 | +12.1% | 1,555 | -0.6% | 0.07% | +4.3% |
| Q3 2021 | $116,000 | 0.0% | 1,565 | -1.7% | 0.07% | -1.4% |
| Q2 2021 | $116,000 | +11.5% | 1,592 | 0.0% | 0.07% | +2.9% |
| Q1 2021 | $104,000 | -7.1% | 1,592 | -9.1% | 0.07% | -11.7% |
| Q4 2020 | $112,000 | +10.9% | 1,752 | +300.0% | 0.08% | -7.2% |
| Q3 2020 | $101,000 | +1.0% | 438 | -9.3% | 0.08% | 0.0% |
| Q2 2020 | $100,000 | -16.0% | 483 | -33.2% | 0.08% | -34.1% |
| Q1 2020 | $119,000 | -15.0% | 723 | 0.0% | 0.13% | +0.8% |
| Q4 2019 | $140,000 | +0.7% | 723 | -6.2% | 0.12% | +48.8% |
| Q3 2019 | $139,000 | +0.7% | 771 | 0.0% | 0.08% | +12.0% |
| Q2 2019 | $138,000 | -14.8% | 771 | -17.7% | 0.08% | -11.8% |
| Q1 2019 | $162,000 | +3.8% | 937 | -9.6% | 0.08% | +6.2% |
| Q4 2018 | $156,000 | -21.2% | 1,037 | -7.4% | 0.08% | -12.1% |
| Q3 2018 | $198,000 | +7.0% | 1,120 | -1.8% | 0.09% | 0.0% |
| Q2 2018 | $185,000 | +2.2% | 1,140 | -2.1% | 0.09% | +2.2% |
| Q1 2018 | $181,000 | +2.8% | 1,164 | +0.9% | 0.09% | +7.2% |
| Q4 2017 | $176,000 | +6.0% | 1,154 | 0.0% | 0.08% | -4.6% |
| Q3 2017 | $166,000 | +1.2% | 1,154 | -3.8% | 0.09% | -2.2% |
| Q2 2017 | $164,000 | +4.5% | 1,199 | 0.0% | 0.09% | +4.7% |
| Q1 2017 | $157,000 | +4.7% | 1,199 | 0.0% | 0.08% | -7.6% |
| Q4 2016 | $150,000 | -1.3% | 1,199 | -5.4% | 0.09% | -2.1% |
| Q3 2016 | $152,000 | -7.9% | 1,267 | -10.3% | 0.09% | -7.8% |
| Q2 2016 | $165,000 | – | 1,412 | – | 0.10% | – |
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% |