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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,708,517 | +370851600.0% | 54,202 | – | 1.29% | – |
| Q1 2023 | $1 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2022 | $246,000 | -1.2% | 3,226 | +8.6% | 0.08% | -1.2% |
| Q4 2021 | $249,000 | -93.9% | 2,970 | -94.7% | 0.08% | -94.7% |
| Q3 2021 | $4,092,000 | 0.0% | 56,269 | 0.0% | 1.60% | 0.0% |
| Q2 2021 | $4,092,000 | +693.0% | 56,269 | +596.0% | 1.60% | +513.5% |
| Q1 2021 | $516,000 | 0.0% | 8,085 | 0.0% | 0.26% | 0.0% |
| Q4 2020 | $516,000 | -88.3% | 8,085 | -57.5% | 0.26% | -85.4% |
| Q3 2020 | $4,392,000 | +11.7% | 19,004 | +0.3% | 1.78% | -10.0% |
| Q2 2020 | $3,931,000 | -11.3% | 18,945 | -29.5% | 1.97% | -23.8% |
| Q1 2020 | $4,434,000 | -20.8% | 26,866 | -7.0% | 2.59% | -36.6% |
| Q4 2019 | $5,595,000 | -33.0% | 28,892 | -37.7% | 4.08% | -1.8% |
| Q3 2019 | $8,347,000 | -24.6% | 46,365 | -24.9% | 4.16% | -28.1% |
| Q2 2019 | $11,069,000 | +89.5% | 61,757 | +82.2% | 5.78% | +90.1% |
| Q1 2019 | $5,841,000 | -33.2% | 33,887 | -41.6% | 3.04% | -44.9% |
| Q4 2018 | $8,738,000 | -12.0% | 57,995 | +3.5% | 5.52% | -3.1% |
| Q3 2018 | $9,930,000 | -6.0% | 56,048 | -13.8% | 5.70% | -15.3% |
| Q2 2018 | $10,567,000 | +72.6% | 64,986 | +64.6% | 6.73% | +69.2% |
| Q1 2018 | $6,121,000 | +43.7% | 39,473 | +41.6% | 3.98% | +38.0% |
| Q4 2017 | $4,259,000 | -19.2% | 27,875 | -24.2% | 2.88% | -23.2% |
| Q3 2017 | $5,273,000 | +211.1% | 36,765 | +196.9% | 3.76% | +208.3% |
| Q2 2017 | $1,695,000 | -29.7% | 12,383 | -32.5% | 1.22% | -32.6% |
| Q1 2017 | $2,412,000 | -76.2% | 18,342 | -78.0% | 1.81% | -78.8% |
| Q4 2016 | $10,148,000 | – | 83,320 | – | 8.53% | – |
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% |