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 | $787,377 | -5.9% | 11,508 | -3.1% | 0.33% | +4.4% |
| Q2 2023 | $837,020 | +3.5% | 11,876 | -6.2% | 0.32% | -4.5% |
| Q1 2023 | $808,656 | +5.9% | 12,657 | -3.0% | 0.33% | -1.5% |
| Q4 2022 | $763,659 | +1.1% | 13,054 | -0.0% | 0.34% | +3.7% |
| Q3 2022 | $755,000 | -5.7% | 13,055 | -1.6% | 0.32% | -4.7% |
| Q2 2022 | $801,000 | -20.9% | 13,269 | 0.0% | 0.34% | -16.6% |
| Q1 2022 | $1,013,000 | -10.6% | 13,269 | -2.0% | 0.41% | -11.5% |
| Q4 2021 | $1,133,000 | +13.2% | 13,540 | 0.0% | 0.46% | +5.5% |
| Q3 2021 | $1,001,000 | +1.6% | 13,540 | 0.0% | 0.44% | -2.7% |
| Q2 2021 | $985,000 | +11.7% | 13,540 | 0.0% | 0.45% | +11.7% |
| Q1 2021 | $882,000 | +2.1% | 13,540 | 0.0% | 0.40% | +19.2% |
| Q4 2020 | $864,000 | +10.5% | 13,540 | +300.0% | 0.34% | +26.1% |
| Q3 2020 | $782,000 | +11.4% | 3,385 | 0.0% | 0.27% | -6.9% |
| Q2 2020 | $702,000 | +25.6% | 3,385 | 0.0% | 0.29% | +26.9% |
| Q1 2020 | $559,000 | -14.7% | 3,385 | 0.0% | 0.23% | +6.6% |
| Q4 2019 | $655,000 | +5.6% | 3,385 | -1.7% | 0.21% | +2.4% |
| Q3 2019 | $620,000 | -8.0% | 3,443 | -8.5% | 0.21% | -9.6% |
| Q2 2019 | $674,000 | -21.6% | 3,763 | -24.6% | 0.23% | -22.8% |
| Q1 2019 | $860,000 | +29.1% | 4,989 | +12.8% | 0.30% | +12.0% |
| Q4 2018 | $666,000 | -16.3% | 4,422 | -1.6% | 0.27% | -18.4% |
| Q3 2018 | $796,000 | +9.0% | 4,492 | 0.0% | 0.33% | -0.3% |
| Q2 2018 | $730,000 | -1.7% | 4,492 | -6.3% | 0.33% | -3.3% |
| Q1 2018 | $743,000 | -2.4% | 4,792 | -3.8% | 0.34% | -3.4% |
| Q4 2017 | $761,000 | – | 4,981 | – | 0.35% | – |
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% |