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 | $3,389,538 | +257.9% | 49,380 | +267.4% | 0.26% | +265.3% |
Q2 2023 | $947,180 | +121.3% | 13,439 | +100.6% | 0.07% | +118.2% |
Q1 2023 | $427,935 | -29.8% | 6,698 | -35.7% | 0.03% | -32.7% |
Q4 2022 | $609,262 | -17.4% | 10,415 | -18.4% | 0.05% | -30.0% |
Q3 2022 | $738,000 | +3.5% | 12,758 | +8.0% | 0.07% | +16.7% |
Q2 2022 | $713,000 | -25.1% | 11,810 | -5.2% | 0.06% | -14.3% |
Q1 2022 | $952,000 | -59.6% | 12,460 | -55.8% | 0.07% | -47.8% |
Q4 2021 | $2,356,000 | +6.3% | 28,163 | -6.1% | 0.13% | -0.7% |
Q3 2021 | $2,216,000 | +119.6% | 29,985 | +116.2% | 0.14% | +114.3% |
Q2 2021 | $1,009,000 | -2.9% | 13,868 | -13.1% | 0.06% | -13.7% |
Q1 2021 | $1,039,000 | -40.1% | 15,951 | -41.3% | 0.07% | -44.3% |
Q4 2020 | $1,736,000 | +23.0% | 27,196 | +345.3% | 0.13% | +6.5% |
Q3 2020 | $1,411,000 | +46.4% | 6,107 | +31.4% | 0.12% | +30.9% |
Q2 2020 | $964,000 | -9.2% | 4,647 | -27.8% | 0.09% | -19.7% |
Q1 2020 | $1,062,000 | -17.5% | 6,435 | -3.2% | 0.12% | -8.6% |
Q4 2019 | $1,287,000 | +106.6% | 6,647 | +92.1% | 0.13% | -17.4% |
Q3 2019 | $623,000 | -13.7% | 3,461 | -14.1% | 0.16% | +112.3% |
Q2 2019 | $722,000 | -4.2% | 4,029 | -8.0% | 0.07% | -6.4% |
Q1 2019 | $754,000 | +11.5% | 4,378 | -2.6% | 0.08% | -3.7% |
Q4 2018 | $676,000 | -32.1% | 4,493 | -19.8% | 0.08% | -71.1% |
Q3 2018 | $995,000 | – | 5,601 | – | 0.28% | – |
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% |