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 | $377,951 | -2.9% | 5,524 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $389,332 | +10.3% | 5,524 | 0.0% | 0.04% | +7.3% |
| Q1 2023 | $352,928 | +9.2% | 5,524 | 0.0% | 0.04% | +2.5% |
| Q4 2022 | $323,155 | +1.3% | 5,524 | 0.0% | 0.04% | -7.0% |
| Q3 2022 | $319,000 | -4.2% | 5,524 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $333,000 | -20.9% | 5,524 | 0.0% | 0.04% | -10.4% |
| Q1 2022 | $421,000 | -8.9% | 5,524 | 0.0% | 0.05% | -4.0% |
| Q4 2021 | $462,000 | -25.1% | 5,524 | -33.9% | 0.05% | -30.6% |
| Q3 2021 | $617,000 | +1.6% | 8,354 | 0.0% | 0.07% | +1.4% |
| Q2 2021 | $607,000 | -15.2% | 8,354 | -24.1% | 0.07% | -32.4% |
| Q1 2021 | $716,000 | +2.0% | 11,012 | 0.0% | 0.10% | -1.9% |
| Q4 2020 | $702,000 | +10.4% | 11,012 | +300.0% | 0.11% | +0.9% |
| Q3 2020 | $636,000 | +11.4% | 2,753 | 0.0% | 0.11% | +5.0% |
| Q2 2020 | $571,000 | +25.8% | 2,753 | 0.0% | 0.10% | +7.4% |
| Q1 2020 | $454,000 | -14.8% | 2,753 | 0.0% | 0.09% | -3.1% |
| Q4 2019 | $533,000 | +10.4% | 2,753 | +2.5% | 0.10% | +5.4% |
| Q3 2019 | $483,000 | +0.4% | 2,685 | 0.0% | 0.09% | -4.2% |
| Q2 2019 | $481,000 | -37.2% | 2,685 | -39.6% | 0.10% | -40.0% |
| Q1 2019 | $766,000 | +15.0% | 4,448 | +0.5% | 0.16% | +6.7% |
| Q4 2018 | $666,000 | – | 4,426 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |