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 | $28,349,650 | +98945.0% | 413,008 | +1.7% | 4.20% | +1.5% |
| Q2 2023 | $28,623 | +16.4% | 406,116 | +5.3% | 4.14% | +2.9% |
| Q1 2023 | $24,585 | +22.3% | 385,597 | +12.2% | 4.02% | -5.7% |
| Q4 2022 | $20,106 | -99.9% | 343,704 | +4.6% | 4.27% | -3.5% |
| Q3 2022 | $19,003,000 | +3.1% | 328,491 | +7.6% | 4.42% | +7.8% |
| Q2 2022 | $18,423,000 | -20.2% | 305,272 | +1.0% | 4.10% | -6.7% |
| Q1 2022 | $23,088,000 | +4.8% | 302,280 | +14.8% | 4.40% | +15.1% |
| Q4 2021 | $22,027,000 | +9.9% | 263,257 | -2.9% | 3.82% | +0.1% |
| Q3 2021 | $20,045,000 | +9.4% | 271,203 | -3.6% | 3.82% | +3.7% |
| Q1 2021 | $18,325,000 | +0.8% | 281,448 | -1.2% | 3.68% | -4.5% |
| Q4 2020 | $18,185,000 | +9.3% | 284,944 | +295.7% | 3.86% | -4.2% |
| Q3 2020 | $16,639,000 | +5.5% | 72,004 | -5.3% | 4.02% | +1.5% |
| Q2 2020 | $15,772,000 | +19.5% | 76,015 | -4.9% | 3.96% | +3.2% |
| Q1 2020 | $13,196,000 | -0.8% | 79,949 | +16.3% | 3.84% | +21.7% |
| Q4 2019 | $13,307,000 | +7.9% | 68,719 | +0.3% | 3.15% | -7.0% |
| Q3 2019 | $12,331,000 | +1.1% | 68,497 | +0.7% | 3.39% | -5.5% |
| Q2 2019 | $12,195,000 | +5.0% | 68,035 | +0.9% | 3.59% | -5.5% |
| Q1 2019 | $11,619,000 | +20.5% | 67,412 | +5.4% | 3.79% | +3.3% |
| Q4 2018 | $9,639,000 | -69.6% | 63,976 | +32708.2% | 3.67% | +487.4% |
| Q2 2018 | $31,709,000 | -47.6% | 195 | -50.0% | 0.62% | -33.2% |
| Q1 2018 | $60,508,000 | +9428.8% | 390 | -92.5% | 0.94% | +211.0% |
| Q4 2016 | $635,000 | +12.2% | 5,218 | +12.1% | 0.30% | +1.3% |
| Q3 2016 | $566,000 | +21.5% | 4,654 | +16.3% | 0.30% | +12.1% |
| Q2 2016 | $466,000 | – | 4,003 | – | 0.26% | – |
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% |