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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $239,090 | +5.3% | 4,087 | +4.0% | 0.03% | 0.0% |
| Q3 2022 | $227,000 | -5.4% | 3,929 | -1.3% | 0.03% | -6.1% |
| Q2 2022 | $240,000 | -21.1% | 3,979 | 0.0% | 0.03% | -5.7% |
| Q1 2022 | $304,000 | -8.7% | 3,979 | 0.0% | 0.04% | -5.4% |
| Q4 2021 | $333,000 | +10.3% | 3,979 | -2.7% | 0.04% | +5.7% |
| Q3 2021 | $302,000 | -3.2% | 4,089 | -4.7% | 0.04% | -2.8% |
| Q2 2021 | $312,000 | +11.8% | 4,289 | 0.0% | 0.04% | +2.9% |
| Q1 2021 | $279,000 | -7.9% | 4,289 | -9.7% | 0.04% | -12.5% |
| Q4 2020 | $303,000 | +7.8% | 4,752 | +290.1% | 0.04% | -9.1% |
| Q3 2020 | $281,000 | +7.3% | 1,218 | -3.4% | 0.04% | 0.0% |
| Q2 2020 | $262,000 | -5.1% | 1,261 | -24.6% | 0.04% | -26.7% |
| Q1 2020 | $276,000 | -53.5% | 1,673 | -45.3% | 0.06% | -39.4% |
| Q4 2019 | $593,000 | -62.3% | 3,060 | -65.0% | 0.10% | -64.4% |
| Q3 2019 | $1,574,000 | -25.1% | 8,745 | -25.4% | 0.28% | -27.2% |
| Q2 2019 | $2,101,000 | +0.1% | 11,719 | -3.8% | 0.38% | -3.0% |
| Q1 2019 | $2,099,000 | +5.3% | 12,179 | -8.0% | 0.39% | -9.8% |
| Q4 2018 | $1,994,000 | -31.6% | 13,234 | -19.5% | 0.44% | -23.2% |
| Q3 2018 | $2,914,000 | +4.4% | 16,448 | -4.2% | 0.57% | -0.5% |
| Q2 2018 | $2,791,000 | +4.1% | 17,164 | -0.7% | 0.57% | +3.4% |
| Q1 2018 | $2,680,000 | +5.4% | 17,284 | +3.9% | 0.55% | -0.9% |
| Q4 2017 | $2,542,000 | +13.9% | 16,637 | +8.3% | 0.56% | +7.5% |
| Q3 2017 | $2,231,000 | +37.0% | 15,355 | +29.7% | 0.52% | +24.8% |
| Q2 2017 | $1,629,000 | +58.0% | 11,843 | +50.8% | 0.42% | +47.5% |
| Q1 2017 | $1,031,000 | – | 7,855 | – | 0.28% | – |
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% |