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 | $20,868 | -2.9% | 305 | 0.0% | 0.01% | -7.7% |
| Q2 2023 | $21,496 | +10.3% | 305 | 0.0% | 0.01% | +18.2% |
| Q1 2023 | $19,486 | -16.7% | 305 | -23.8% | 0.01% | -21.4% |
| Q4 2022 | $23,400 | +1.7% | 400 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $23,000 | -4.2% | 400 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $24,000 | -22.6% | 400 | 0.0% | 0.02% | -11.1% |
| Q1 2022 | $31,000 | -6.1% | 400 | 0.0% | 0.02% | -5.3% |
| Q4 2021 | $33,000 | +10.0% | 400 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $30,000 | +3.4% | 400 | 0.0% | 0.02% | +5.6% |
| Q2 2021 | $29,000 | +11.5% | 400 | 0.0% | 0.02% | +5.9% |
| Q1 2021 | $26,000 | 0.0% | 400 | 0.0% | 0.02% | -5.6% |
| Q4 2020 | $26,000 | +13.0% | 400 | +300.0% | 0.02% | -10.0% |
| Q3 2020 | $23,000 | +9.5% | 100 | 0.0% | 0.02% | +11.1% |
| Q2 2020 | $21,000 | +23.5% | 100 | 0.0% | 0.02% | +5.9% |
| Q1 2020 | $17,000 | -10.5% | 100 | 0.0% | 0.02% | +13.3% |
| Q4 2019 | $19,000 | +5.6% | 100 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $18,000 | 0.0% | 100 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $18,000 | +5.9% | 100 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $17,000 | +13.3% | 100 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $15,000 | -16.7% | 100 | 0.0% | 0.02% | -6.2% |
| Q3 2018 | $18,000 | -37.9% | 100 | -44.4% | 0.02% | -38.5% |
| Q2 2018 | $29,000 | -32.6% | 180 | -35.7% | 0.03% | -33.3% |
| Q1 2018 | $43,000 | 0.0% | 280 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $43,000 | -28.3% | 280 | -33.3% | 0.04% | -31.6% |
| Q3 2017 | $60,000 | +5.3% | 420 | 0.0% | 0.06% | 0.0% |
| Q2 2017 | $57,000 | +3.6% | 420 | 0.0% | 0.06% | +3.6% |
| Q1 2017 | $55,000 | +7.8% | 420 | 0.0% | 0.06% | +3.8% |
| Q4 2016 | $51,000 | – | 420 | – | 0.05% | – |
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% |