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 | $6,057,476 | -9.0% | 88,523 | -6.2% | 0.07% | -5.5% |
| Q2 2023 | $6,653,059 | +8.9% | 94,397 | -1.3% | 0.07% | +5.8% |
| Q1 2023 | $6,111,301 | +10.1% | 95,655 | +0.8% | 0.07% | +9.5% |
| Q4 2022 | $5,551,452 | +3.2% | 94,898 | +2.1% | 0.06% | -4.5% |
| Q3 2022 | $5,377,000 | +4.8% | 92,955 | +9.3% | 0.07% | +10.0% |
| Q2 2022 | $5,131,000 | -17.9% | 85,054 | +3.9% | 0.06% | -9.1% |
| Q1 2022 | $6,251,000 | +9.4% | 81,836 | +19.8% | 0.07% | +15.8% |
| Q4 2021 | $5,716,000 | +6.3% | 68,310 | -6.2% | 0.06% | 0.0% |
| Q3 2021 | $5,378,000 | +4.2% | 72,788 | +2.6% | 0.06% | +11.8% |
| Q2 2021 | $5,163,000 | +1418.5% | 70,951 | +1259.2% | 0.05% | +1175.0% |
| Q1 2021 | $340,000 | -92.5% | 5,220 | -92.7% | 0.00% | -92.3% |
| Q4 2020 | $4,537,000 | -14.1% | 71,114 | +210.9% | 0.05% | -26.8% |
| Q3 2020 | $5,284,000 | +210.3% | 22,873 | +178.2% | 0.07% | +184.0% |
| Q2 2020 | $1,703,000 | -71.3% | 8,221 | -77.1% | 0.02% | -69.9% |
| Q1 2020 | $5,932,000 | +119.4% | 35,936 | +157.5% | 0.08% | +124.3% |
| Q4 2019 | $2,704,000 | -0.8% | 13,955 | -7.8% | 0.04% | -9.8% |
| Q3 2019 | $2,727,000 | -5.9% | 15,135 | -6.4% | 0.04% | -4.7% |
| Q2 2019 | $2,897,000 | +3.3% | 16,170 | -0.7% | 0.04% | -6.5% |
| Q1 2019 | $2,805,000 | +8.2% | 16,279 | -5.3% | 0.05% | -2.1% |
| Q4 2018 | $2,592,000 | -17.2% | 17,183 | -2.8% | 0.05% | -4.1% |
| Q3 2018 | $3,130,000 | -1.1% | 17,683 | -9.1% | 0.05% | -7.5% |
| Q2 2018 | $3,165,000 | +2.4% | 19,462 | -2.5% | 0.05% | +1.9% |
| Q1 2018 | $3,092,000 | +1.6% | 19,959 | -0.0% | 0.05% | -1.9% |
| Q4 2017 | $3,044,000 | +11.4% | 19,962 | +4.7% | 0.05% | +1.9% |
| Q3 2017 | $2,732,000 | -8.5% | 19,057 | -12.4% | 0.05% | -13.3% |
| Q2 2017 | $2,985,000 | +10193.1% | 21,748 | +7272.2% | 0.06% | +5900.0% |
| Q4 2013 | $29,000 | – | 295 | – | 0.00% | – |
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% |