ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,562 | -2.9% | 549 | +0.2% | 0.00% | – |
| Q2 2023 | $38,693 | +10.3% | 548 | 0.0% | 0.00% | – |
| Q1 2023 | $35,075 | +9.0% | 548 | -0.4% | 0.00% | – |
| Q4 2022 | $32,175 | -98.1% | 550 | -98.1% | 0.00% | -100.0% |
| Q3 2022 | $1,660,000 | -26.4% | 28,700 | -23.2% | 0.01% | -22.2% |
| Q2 2022 | $2,254,000 | -20.3% | 37,364 | +0.9% | 0.01% | 0.0% |
| Q1 2022 | $2,828,000 | -8.3% | 37,027 | +0.5% | 0.01% | -10.0% |
| Q4 2021 | $3,084,000 | +13.2% | 36,861 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $2,724,000 | +90700.0% | 36,861 | +81813.3% | 0.01% | – |
| Q2 2021 | $3,000 | -81.2% | 45 | -42.3% | 0.00% | – |
| Q2 2020 | $16,000 | +33.3% | 78 | 0.0% | 0.00% | – |
| Q1 2020 | $12,000 | -20.0% | 78 | 0.0% | 0.00% | – |
| Q4 2019 | $15,000 | +7.1% | 78 | 0.0% | 0.00% | – |
| Q3 2019 | $14,000 | +7.7% | 78 | 0.0% | 0.00% | – |
| Q2 2019 | $13,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q1 2019 | $13,000 | +18.2% | 78 | 0.0% | 0.00% | – |
| Q4 2018 | $11,000 | -15.4% | 78 | 0.0% | 0.00% | – |
| Q3 2018 | $13,000 | +8.3% | 78 | 0.0% | 0.00% | – |
| Q2 2018 | $12,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q1 2018 | $12,000 | +9.1% | 78 | 0.0% | 0.00% | – |
| Q4 2017 | $11,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q3 2017 | $11,000 | +10.0% | 78 | 0.0% | 0.00% | – |
| Q2 2017 | $10,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q1 2017 | $10,000 | +11.1% | 78 | 0.0% | 0.00% | – |
| Q4 2016 | $9,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q3 2016 | $9,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q2 2016 | $9,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q1 2016 | $9,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q4 2015 | $9,000 | +12.5% | 78 | 0.0% | 0.00% | – |
| Q3 2015 | $8,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q2 2015 | $8,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q1 2015 | $8,000 | -52.9% | 78 | -50.9% | 0.00% | – |
| Q4 2014 | $17,000 | +6.2% | 159 | 0.0% | 0.00% | – |
| Q3 2014 | $16,000 | +100.0% | 159 | +103.8% | 0.00% | – |
| Q2 2014 | $8,000 | -50.0% | 78 | -53.0% | 0.00% | – |
| Q4 2013 | $16,000 | +100.0% | 166 | +66.0% | 0.00% | – |
| Q3 2013 | $8,000 | – | 100 | – | 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% |