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 | $1,642,818 | +0.5% | 24,011 | +3.5% | 0.24% | +2.6% |
| Q2 2023 | $1,634,838 | +2.2% | 23,196 | -7.3% | 0.23% | -4.1% |
| Q1 2023 | $1,599,238 | +5.9% | 25,031 | -3.1% | 0.24% | -1.2% |
| Q4 2022 | $1,510,627 | +16.9% | 25,823 | +15.6% | 0.25% | -0.4% |
| Q3 2022 | $1,292,000 | +6.1% | 22,341 | +10.7% | 0.25% | +10.3% |
| Q2 2022 | $1,218,000 | -21.8% | 20,176 | -1.1% | 0.22% | -13.8% |
| Q1 2022 | $1,558,000 | +103.7% | 20,402 | +123.1% | 0.26% | +79.3% |
| Q4 2021 | $765,000 | +29.2% | 9,143 | +14.2% | 0.14% | +16.0% |
| Q3 2021 | $592,000 | +3.9% | 8,005 | +2.1% | 0.12% | +0.8% |
| Q2 2021 | $570,000 | +11.8% | 7,842 | +0.1% | 0.12% | +0.8% |
| Q1 2021 | $510,000 | -36.4% | 7,837 | -37.7% | 0.12% | +53.8% |
| Q4 2020 | $802,000 | +10.5% | 12,572 | +300.1% | 0.08% | -5.9% |
| Q3 2020 | $726,000 | +11.3% | 3,142 | +0.0% | 0.08% | +18.1% |
| Q2 2020 | $652,000 | -32.9% | 3,141 | -46.6% | 0.07% | -45.9% |
| Q1 2020 | $972,000 | +137.1% | 5,887 | +177.8% | 0.13% | +125.4% |
| Q4 2019 | $410,000 | +48.0% | 2,119 | +37.9% | 0.06% | +13.5% |
| Q3 2019 | $277,000 | -21.5% | 1,537 | -22.1% | 0.05% | -23.5% |
| Q2 2019 | $353,000 | +4.1% | 1,972 | +0.2% | 0.07% | -1.4% |
| Q1 2019 | $339,000 | +66.2% | 1,968 | +45.0% | 0.07% | +27.8% |
| Q4 2018 | $204,000 | – | 1,357 | – | 0.05% | – |
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% |