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 | $3,225,518 | -6.3% | 47,143 | -3.5% | 1.28% | -2.9% |
| Q2 2023 | $3,442,303 | +6.9% | 48,841 | -3.1% | 1.32% | +3.4% |
| Q1 2023 | $3,221,560 | +6.3% | 50,424 | -2.6% | 1.28% | +6.7% |
| Q4 2022 | $3,029,332 | +6.5% | 51,783 | +5.3% | 1.20% | -15.4% |
| Q3 2022 | $2,845,000 | -5.8% | 49,177 | -1.7% | 1.42% | -1.3% |
| Q2 2022 | $3,019,000 | -21.1% | 50,018 | -0.2% | 1.44% | -5.4% |
| Q1 2022 | $3,828,000 | -8.6% | 50,123 | +36.9% | 1.52% | +0.1% |
| Q4 2021 | $4,186,000 | +10.2% | 36,600 | -28.8% | 1.52% | -0.3% |
| Q3 2021 | $3,798,000 | +26.1% | 51,382 | -6.1% | 1.52% | +21.9% |
| Q2 2021 | $3,011,000 | -15.2% | 54,705 | +0.4% | 1.25% | -17.9% |
| Q1 2021 | $3,549,000 | -1.3% | 54,503 | +0.2% | 1.52% | -4.6% |
| Q4 2020 | $3,595,000 | -99.9% | 54,373 | +284.6% | 1.59% | +4.5% |
| Q3 2020 | $3,122,144,000 | +148290.9% | 14,138 | +32.7% | 1.52% | +36.4% |
| Q2 2020 | $2,104,000 | -8.2% | 10,654 | -24.9% | 1.12% | -26.4% |
| Q1 2020 | $2,291,000 | -12.0% | 14,185 | +1.2% | 1.52% | +15.3% |
| Q4 2019 | $2,603,000 | -99.9% | 14,015 | +11.6% | 1.32% | +8.4% |
| Q3 2019 | $2,184,827,000 | -4.5% | 12,561 | -4.1% | 1.22% | -5.6% |
| Q2 2019 | $2,286,854,000 | +10.4% | 13,100 | +6.1% | 1.29% | +2.1% |
| Q1 2019 | $2,070,744,000 | +111051.0% | 12,351 | -1.0% | 1.26% | -7.1% |
| Q4 2018 | $1,863,000 | +392.9% | 12,482 | +17.9% | 1.36% | +371.5% |
| Q3 2018 | $378,000 | -78.8% | 10,584 | -5.5% | 0.29% | -76.8% |
| Q2 2018 | $1,781,000 | -1.5% | 11,198 | -4.0% | 1.24% | -6.8% |
| Q1 2018 | $1,809,000 | -7.6% | 11,663 | -8.9% | 1.33% | -7.3% |
| Q4 2017 | $1,957,000 | – | 12,809 | – | 1.44% | – |
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% |