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 | $4,113 | -99.2% | 60,139 | +769.1% | 1.02% | +753.3% |
| Q2 2023 | $487,689 | +95.9% | 6,920 | +60.6% | 0.12% | +81.8% |
| Q3 2022 | $249,000 | -4.2% | 4,308 | -0.3% | 0.07% | -37.1% |
| Q2 2022 | $260,000 | -20.5% | 4,323 | +0.8% | 0.10% | -11.0% |
| Q1 2022 | $327,000 | -16.8% | 4,289 | -8.9% | 0.12% | +594.1% |
| Q4 2021 | $393,000 | -10.3% | 4,707 | -20.5% | 0.02% | -89.1% |
| Q3 2021 | $438,000 | +120.1% | 5,922 | +116.0% | 0.16% | +102.6% |
| Q2 2021 | $199,000 | +12.4% | 2,742 | +0.2% | 0.08% | -10.5% |
| Q1 2021 | $177,000 | 0.0% | 2,736 | 0.0% | 0.09% | -1.1% |
| Q4 2020 | $177,000 | -13.2% | 2,736 | +209.9% | 0.09% | -27.5% |
| Q3 2020 | $204,000 | +343.5% | 883 | +301.4% | 0.12% | +275.0% |
| Q2 2020 | $46,000 | +119.0% | 220 | -12.0% | 0.03% | +77.8% |
| Q1 2020 | $21,000 | -70.0% | 250 | -30.4% | 0.02% | -67.3% |
| Q4 2019 | $70,000 | +6.1% | 359 | -1.9% | 0.06% | -11.3% |
| Q3 2019 | $66,000 | -26.7% | 366 | -26.8% | 0.06% | -21.5% |
| Q2 2019 | $90,000 | -3.2% | 500 | -7.4% | 0.08% | +12.9% |
| Q1 2019 | $93,000 | -53.7% | 540 | -59.6% | 0.07% | -53.3% |
| Q4 2018 | $201,000 | – | 1,335 | – | 0.15% | – |
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% |