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 | $10,629,936 | -3.1% | 154,900 | -0.4% | 0.43% | +8.5% |
| Q2 2023 | $10,964,918 | +0.9% | 155,575 | -8.6% | 0.40% | +0.3% |
| Q1 2023 | $10,872,193 | +9.2% | 170,170 | -0.0% | 0.40% | +2.3% |
| Q4 2022 | $9,955,765 | -18.8% | 170,184 | -19.7% | 0.39% | -28.5% |
| Q3 2022 | $12,263,000 | +0.1% | 211,983 | +4.4% | 0.54% | +5.8% |
| Q2 2022 | $12,256,000 | -31.3% | 203,076 | -13.1% | 0.51% | -17.5% |
| Q1 2022 | $17,841,000 | -9.7% | 233,583 | -1.1% | 0.62% | -6.0% |
| Q4 2021 | $19,762,000 | +17.9% | 236,189 | +4.2% | 0.66% | +7.1% |
| Q3 2021 | $16,760,000 | +8.5% | 226,768 | +6.8% | 0.62% | -7.6% |
| Q2 2021 | $15,444,000 | +7.1% | 212,348 | -4.1% | 0.67% | -11.7% |
| Q1 2021 | $14,421,000 | +1.7% | 221,487 | -0.3% | 0.76% | -6.6% |
| Q4 2020 | $14,184,000 | +11.2% | 222,243 | +301.5% | 0.81% | -0.4% |
| Q3 2020 | $12,761,000 | +19.2% | 55,348 | +7.3% | 0.82% | +8.8% |
| Q2 2020 | $10,702,000 | +22.3% | 51,580 | -2.7% | 0.75% | +4.7% |
| Q1 2020 | $8,754,000 | -7.3% | 53,036 | +8.7% | 0.72% | +13.7% |
| Q4 2019 | $9,448,000 | +8.8% | 48,793 | +1.2% | 0.63% | +0.6% |
| Q3 2019 | $8,684,000 | -2.7% | 48,233 | -3.1% | 0.63% | -4.3% |
| Q2 2019 | $8,924,000 | +7.3% | 49,787 | +3.2% | 0.65% | +6.7% |
| Q1 2019 | $8,314,000 | +46.0% | 48,236 | +27.6% | 0.61% | +18.6% |
| Q4 2018 | $5,695,000 | -15.3% | 37,797 | -0.4% | 0.52% | -2.5% |
| Q3 2018 | $6,721,000 | +8.8% | 37,939 | -0.2% | 0.53% | +2.3% |
| Q2 2018 | $6,179,000 | +4.7% | 37,998 | -0.1% | 0.52% | +4.6% |
| Q1 2018 | $5,900,000 | +1.4% | 38,044 | -0.2% | 0.50% | +5.5% |
| Q4 2017 | $5,821,000 | -0.8% | 38,105 | -6.8% | 0.47% | -6.2% |
| Q3 2017 | $5,865,000 | +4.8% | 40,890 | -0.0% | 0.50% | +1.0% |
| Q2 2017 | $5,596,000 | +4.2% | 40,898 | +0.2% | 0.50% | +4.2% |
| Q1 2017 | $5,368,000 | +4.0% | 40,813 | -3.7% | 0.48% | -5.0% |
| Q4 2016 | $5,164,000 | +0.6% | 42,403 | +0.6% | 0.50% | +2.9% |
| Q3 2016 | $5,131,000 | -9.0% | 42,170 | -12.8% | 0.49% | -10.3% |
| Q2 2016 | $5,640,000 | -4.5% | 48,384 | -5.0% | 0.54% | -4.4% |
| Q1 2016 | $5,904,000 | -17.0% | 50,939 | -16.9% | 0.57% | -16.2% |
| Q4 2015 | $7,116,000 | – | 61,326 | – | 0.68% | – |
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% |