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 | $3,038,395 | +6.7% | 44,408 | +9.9% | 0.04% | +15.6% |
| Q2 2023 | $2,848,308 | +10.3% | 40,413 | 0.0% | 0.03% | +3.2% |
| Q1 2023 | $2,581,987 | +9.6% | 40,413 | +0.4% | 0.03% | +6.9% |
| Q4 2022 | $2,355,912 | +1.1% | 40,272 | 0.0% | 0.03% | -9.4% |
| Q3 2022 | $2,330,000 | -6.8% | 40,272 | -2.8% | 0.03% | -3.0% |
| Q2 2022 | $2,500,000 | -18.4% | 41,424 | +3.2% | 0.03% | -5.7% |
| Q1 2022 | $3,065,000 | -8.7% | 40,132 | 0.0% | 0.04% | -5.4% |
| Q4 2021 | $3,358,000 | +11.4% | 40,132 | -1.6% | 0.04% | +2.8% |
| Q3 2021 | $3,014,000 | -49.2% | 40,777 | -6.8% | 0.04% | +2.9% |
| Q2 2021 | $5,932,000 | +230.3% | 43,743 | +58.6% | 0.04% | +52.2% |
| Q1 2021 | $1,796,000 | +0.1% | 27,580 | -1.9% | 0.02% | -8.0% |
| Q4 2020 | $1,794,000 | +12.5% | 28,110 | +307.2% | 0.02% | 0.0% |
| Q3 2020 | $1,595,000 | +6.7% | 6,904 | -4.2% | 0.02% | -3.8% |
| Q2 2020 | $1,495,000 | +25.7% | 7,204 | 0.0% | 0.03% | +8.3% |
| Q1 2020 | $1,189,000 | +0.7% | 7,204 | +18.2% | 0.02% | +26.3% |
| Q4 2019 | $1,181,000 | +7.6% | 6,097 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $1,098,000 | +2.1% | 6,097 | +1.7% | 0.02% | 0.0% |
| Q2 2019 | $1,075,000 | +2.5% | 5,997 | -1.5% | 0.02% | 0.0% |
| Q1 2019 | $1,049,000 | +18.1% | 6,088 | +3.3% | 0.02% | 0.0% |
| Q4 2018 | $888,000 | -14.9% | 5,893 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $1,044,000 | +7.1% | 5,893 | -1.7% | 0.02% | 0.0% |
| Q2 2018 | $975,000 | +5.0% | 5,993 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $929,000 | -0.2% | 5,993 | -1.6% | 0.02% | +5.6% |
| Q4 2017 | $931,000 | +4.7% | 6,093 | -1.7% | 0.02% | -5.3% |
| Q3 2017 | $889,000 | +1.5% | 6,198 | -3.1% | 0.02% | 0.0% |
| Q2 2017 | $876,000 | +4.2% | 6,398 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $841,000 | +8.0% | 6,398 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $779,000 | +12.4% | 6,398 | +12.4% | 0.02% | +11.8% |
| Q3 2016 | $693,000 | +4.4% | 5,693 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $664,000 | +0.6% | 5,693 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $660,000 | -7.9% | 5,693 | -8.1% | 0.02% | -10.5% |
| Q4 2015 | $717,000 | +7.3% | 6,193 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $668,000 | -5.2% | 6,193 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $705,000 | -0.1% | 6,193 | 0.0% | 0.02% | -5.0% |
| Q1 2015 | $706,000 | +104.6% | 6,193 | +100.2% | 0.02% | +100.0% |
| Q4 2014 | $345,000 | +4.5% | 3,093 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $330,000 | – | 3,093 | – | 0.01% | – |
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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% |