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 | $497,550 | -2.9% | 7,272 | 0.0% | 0.16% | +0.6% |
| Q2 2023 | $512,531 | +10.3% | 7,272 | 0.0% | 0.16% | +5.9% |
| Q1 2023 | $464,608 | +9.2% | 7,272 | 0.0% | 0.15% | -1.9% |
| Q4 2022 | $425,412 | +1.0% | 7,272 | 0.0% | 0.16% | -7.7% |
| Q3 2022 | $421,000 | -4.1% | 7,272 | 0.0% | 0.17% | -1.2% |
| Q2 2022 | $439,000 | -20.9% | 7,272 | 0.0% | 0.17% | -3.4% |
| Q1 2022 | $555,000 | -7.8% | 7,272 | +1.0% | 0.18% | +1.1% |
| Q4 2021 | $602,000 | +13.2% | 7,200 | 0.0% | 0.17% | +6.7% |
| Q3 2021 | $532,000 | +1.5% | 7,200 | 0.0% | 0.16% | +5.8% |
| Q2 2021 | $524,000 | +11.7% | 7,200 | 0.0% | 0.15% | +5.5% |
| Q1 2021 | $469,000 | +2.0% | 7,200 | 0.0% | 0.15% | -1.4% |
| Q4 2020 | $460,000 | +10.6% | 7,200 | +300.0% | 0.15% | -4.5% |
| Q3 2020 | $416,000 | +11.5% | 1,800 | 0.0% | 0.16% | +1.3% |
| Q2 2020 | $373,000 | +25.6% | 1,800 | 0.0% | 0.15% | +7.0% |
| Q1 2020 | $297,000 | -14.9% | 1,800 | 0.0% | 0.14% | +2.1% |
| Q4 2019 | $349,000 | +7.7% | 1,800 | 0.0% | 0.14% | -3.4% |
| Q3 2019 | $324,000 | +0.3% | 1,800 | 0.0% | 0.14% | +0.7% |
| Q2 2019 | $323,000 | +4.2% | 1,800 | 0.0% | 0.14% | -5.9% |
| Q1 2019 | $310,000 | +14.4% | 1,800 | 0.0% | 0.15% | +10.9% |
| Q4 2018 | $271,000 | -15.0% | 1,800 | 0.0% | 0.14% | -0.7% |
| Q3 2018 | $319,000 | +8.9% | 1,800 | 0.0% | 0.14% | +2.2% |
| Q2 2018 | $293,000 | +5.0% | 1,800 | 0.0% | 0.14% | +5.4% |
| Q1 2018 | $279,000 | +1.5% | 1,800 | 0.0% | 0.13% | +0.8% |
| Q4 2017 | $275,000 | +6.6% | 1,800 | 0.0% | 0.13% | 0.0% |
| Q3 2017 | $258,000 | +4.9% | 1,800 | 0.0% | 0.13% | -0.8% |
| Q2 2017 | $246,000 | +3.8% | 1,800 | 0.0% | 0.13% | -4.4% |
| Q1 2017 | $237,000 | +8.2% | 1,800 | 0.0% | 0.14% | +3.8% |
| Q4 2016 | $219,000 | 0.0% | 1,800 | 0.0% | 0.13% | +3.2% |
| Q3 2016 | $219,000 | +4.3% | 1,800 | 0.0% | 0.13% | -1.6% |
| Q2 2016 | $210,000 | +0.5% | 1,800 | 0.0% | 0.13% | 0.0% |
| Q1 2016 | $209,000 | +0.5% | 1,800 | 0.0% | 0.13% | -3.8% |
| Q4 2015 | $208,000 | +1.5% | 1,800 | 0.0% | 0.13% | +7.3% |
| Q2 2015 | $205,000 | 0.0% | 1,800 | 0.0% | 0.12% | -15.6% |
| Q1 2015 | $205,000 | +2.0% | 1,800 | 0.0% | 0.15% | +0.7% |
| Q4 2014 | $201,000 | -13.4% | 1,800 | -30.8% | 0.15% | -26.6% |
| Q3 2013 | $232,000 | +0.9% | 2,600 | 0.0% | 0.20% | -1.5% |
| Q2 2013 | $230,000 | – | 2,600 | – | 0.20% | – |
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% |