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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $10,207,376 | +6.4% | 144,827 | -3.6% | 1.17% | -0.5% |
| Q1 2023 | $9,595,146 | +8.4% | 150,182 | -0.8% | 1.18% | +6.9% |
| Q4 2022 | $8,855,406 | +7.7% | 151,374 | +6.5% | 1.10% | +0.7% |
| Q3 2022 | $8,223,000 | -11.6% | 142,146 | -7.8% | 1.09% | -4.5% |
| Q2 2022 | $9,307,000 | -13.4% | 154,214 | +9.6% | 1.14% | -0.2% |
| Q1 2022 | $10,748,000 | +5.8% | 140,711 | +15.9% | 1.15% | +6.7% |
| Q4 2021 | $10,159,000 | +10.5% | 121,419 | -2.4% | 1.08% | +6.2% |
| Q3 2021 | $9,192,000 | -0.1% | 124,363 | -1.7% | 1.01% | -0.7% |
| Q2 2021 | $9,205,000 | +1.3% | 126,570 | -9.3% | 1.02% | -4.9% |
| Q1 2021 | $9,089,000 | -4.7% | 139,588 | -6.6% | 1.07% | -20.2% |
| Q4 2020 | $9,541,000 | +13.7% | 149,499 | +311.8% | 1.34% | -1.8% |
| Q3 2020 | $8,389,000 | +10.6% | 36,303 | -0.7% | 1.37% | +2.5% |
| Q2 2020 | $7,584,000 | +46.7% | 36,551 | +16.7% | 1.33% | +27.6% |
| Q1 2020 | $5,169,000 | +7.3% | 31,319 | +25.9% | 1.04% | -15.9% |
| Q4 2019 | $4,817,000 | +20.7% | 24,878 | +12.3% | 1.24% | +21.6% |
| Q3 2019 | $3,990,000 | -5.5% | 22,163 | -5.9% | 1.02% | -11.1% |
| Q2 2019 | $4,220,000 | +5.4% | 23,546 | +1.3% | 1.15% | -1.3% |
| Q1 2019 | $4,005,000 | +9.4% | 23,239 | -4.4% | 1.16% | -7.6% |
| Q4 2018 | $3,662,000 | +29.5% | 24,304 | +52.3% | 1.26% | +37.9% |
| Q3 2018 | $2,828,000 | +3.6% | 15,962 | -4.9% | 0.91% | -1.7% |
| Q2 2018 | $2,730,000 | +71.8% | 16,787 | +63.8% | 0.93% | +56.0% |
| Q1 2018 | $1,589,000 | +144.5% | 10,248 | +141.0% | 0.60% | +104.1% |
| Q4 2017 | $650,000 | +185.1% | 4,252 | +167.4% | 0.29% | +158.4% |
| Q3 2017 | $228,000 | -79.5% | 1,590 | -80.4% | 0.11% | -76.7% |
| Q2 2017 | $1,113,000 | – | 8,130 | – | 0.49% | – |
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% |