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 | $36,518,103 | +17.6% | 533,734 | +21.1% | 0.22% | +16.6% |
| Q2 2023 | $31,056,925 | +68.6% | 440,649 | +52.8% | 0.19% | +57.1% |
| Q1 2023 | $18,419,207 | +46.0% | 288,296 | +33.7% | 0.12% | +30.8% |
| Q4 2022 | $12,618,420 | +1.1% | 215,699 | -0.1% | 0.09% | -8.1% |
| Q3 2022 | $12,486,000 | -4.8% | 215,831 | -0.7% | 0.10% | -5.7% |
| Q2 2022 | $13,118,000 | -52.4% | 217,367 | -39.8% | 0.10% | -44.4% |
| Q1 2022 | $27,557,000 | -14.8% | 360,792 | -6.7% | 0.19% | -16.4% |
| Q4 2021 | $32,348,000 | +28.7% | 386,614 | +13.6% | 0.23% | +9.2% |
| Q3 2021 | $25,144,000 | +50.1% | 340,196 | +47.7% | 0.21% | +41.8% |
| Q2 2021 | $16,755,000 | +9.2% | 230,379 | -2.3% | 0.15% | -5.8% |
| Q1 2021 | $15,346,000 | -62.0% | 235,688 | -62.8% | 0.16% | -66.2% |
| Q4 2020 | $40,422,000 | -0.7% | 633,367 | +259.6% | 0.46% | -21.0% |
| Q3 2020 | $40,702,000 | +136.5% | 176,140 | +112.4% | 0.58% | +118.4% |
| Q2 2020 | $17,208,000 | +83.6% | 82,934 | +46.1% | 0.27% | +23.7% |
| Q1 2020 | $9,370,000 | -10.8% | 56,771 | +4.6% | 0.22% | -5.7% |
| Q4 2019 | $10,510,000 | +44.8% | 54,274 | +34.7% | 0.23% | +8.6% |
| Q3 2019 | $7,256,000 | -48.7% | 40,307 | -49.0% | 0.21% | -50.6% |
| Q2 2019 | $14,153,000 | +80.7% | 78,961 | +73.8% | 0.42% | -21.9% |
| Q1 2019 | $7,832,000 | +115.9% | 45,439 | +88.7% | 0.54% | -12.4% |
| Q4 2018 | $3,628,000 | +0.4% | 24,081 | +18.1% | 0.62% | +212.1% |
| Q3 2018 | $3,612,000 | +251.0% | 20,385 | +222.2% | 0.20% | +184.3% |
| Q2 2018 | $1,029,000 | +113.5% | 6,326 | +103.5% | 0.07% | +89.2% |
| Q1 2018 | $482,000 | +56.0% | 3,109 | +53.9% | 0.04% | +37.0% |
| Q4 2017 | $309,000 | -5.5% | 2,020 | -11.3% | 0.03% | -10.0% |
| Q3 2017 | $327,000 | – | 2,277 | – | 0.03% | – |
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% |