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 | $283,738 | -4.4% | 4,147 | -1.6% | 0.05% | -16.7% |
| Q2 2023 | $296,932 | -1.9% | 4,213 | -11.0% | 0.06% | -10.4% |
| Q1 2023 | $302,583 | -7.6% | 4,736 | -15.4% | 0.07% | -14.1% |
| Q4 2022 | $327,483 | +166.2% | 5,598 | +162.4% | 0.08% | +30.0% |
| Q3 2022 | $123,000 | -58.9% | 2,133 | -57.0% | 0.06% | -57.4% |
| Q2 2022 | $299,000 | +83.4% | 4,960 | +132.5% | 0.14% | +101.4% |
| Q1 2022 | $163,000 | -8.4% | 2,133 | 0.0% | 0.07% | +1.4% |
| Q4 2021 | $178,000 | +12.7% | 2,133 | 0.0% | 0.07% | -25.8% |
| Q3 2021 | $158,000 | -0.6% | 2,133 | -2.5% | 0.09% | +2.2% |
| Q2 2021 | $159,000 | +12.0% | 2,188 | 0.0% | 0.09% | +11.0% |
| Q1 2021 | $142,000 | +1.4% | 2,188 | 0.0% | 0.08% | -20.4% |
| Q4 2020 | $140,000 | -10.3% | 2,188 | +224.1% | 0.10% | -12.0% |
| Q3 2020 | $156,000 | +38.1% | 675 | +23.4% | 0.12% | +28.6% |
| Q2 2020 | $113,000 | +145.7% | 547 | +97.5% | 0.09% | +97.8% |
| Q1 2020 | $46,000 | -14.8% | 277 | 0.0% | 0.05% | +27.8% |
| Q4 2019 | $54,000 | +8.0% | 277 | 0.0% | 0.04% | +9.1% |
| Q3 2019 | $50,000 | 0.0% | 277 | 0.0% | 0.03% | +3.1% |
| Q2 2019 | $50,000 | -21.9% | 277 | -24.9% | 0.03% | -20.0% |
| Q1 2019 | $64,000 | +14.3% | 369 | 0.0% | 0.04% | +81.8% |
| Q4 2018 | $56,000 | +14.3% | 369 | +33.2% | 0.02% | -18.5% |
| Q3 2018 | $49,000 | +8.9% | 277 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $45,000 | +4.7% | 277 | 0.0% | 0.03% | +3.8% |
| Q1 2018 | $43,000 | +2.4% | 277 | 0.0% | 0.03% | +36.8% |
| Q4 2017 | $42,000 | – | 277 | – | 0.02% | – |
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% |