ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,236 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $731,547 | -3.6% | 10,692 | -0.7% | 0.02% | 0.0% |
| Q2 2023 | $758,506 | +10.0% | 10,762 | -0.3% | 0.02% | +5.9% |
| Q1 2023 | $689,820 | +105863.1% | 10,797 | -2.9% | 0.02% | 0.0% |
| Q4 2022 | $651 | -99.9% | 11,122 | 0.0% | 0.02% | -32.0% |
| Q3 2022 | $643,000 | -4.5% | 11,122 | -0.3% | 0.02% | 0.0% |
| Q2 2022 | $673,000 | -21.0% | 11,157 | 0.0% | 0.02% | -7.4% |
| Q1 2022 | $852,000 | -8.0% | 11,157 | +0.8% | 0.03% | 0.0% |
| Q4 2021 | $926,000 | +27.7% | 11,065 | +12.8% | 0.03% | +17.4% |
| Q3 2021 | $725,000 | +1.7% | 9,810 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $713,000 | +11.6% | 9,810 | 0.0% | 0.02% | +4.5% |
| Q1 2021 | $639,000 | +6.7% | 9,810 | +4.6% | 0.02% | +46.7% |
| Q4 2020 | $599,000 | +10.5% | 9,380 | +300.0% | 0.02% | 0.0% |
| Q3 2020 | $542,000 | +11.3% | 2,345 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $487,000 | +17.9% | 2,345 | -6.2% | 0.02% | -6.2% |
| Q1 2020 | $413,000 | -15.2% | 2,500 | -0.5% | 0.02% | +14.3% |
| Q4 2019 | $487,000 | -6.5% | 2,513 | -13.1% | 0.01% | -17.6% |
| Q3 2019 | $521,000 | +12.0% | 2,893 | +11.5% | 0.02% | +13.3% |
| Q2 2019 | $465,000 | +2.6% | 2,595 | -1.3% | 0.02% | 0.0% |
| Q1 2019 | $453,000 | +14.4% | 2,630 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $396,000 | -15.6% | 2,630 | -0.7% | 0.02% | 0.0% |
| Q3 2018 | $469,000 | -11.3% | 2,649 | -18.6% | 0.02% | -16.7% |
| Q2 2018 | $529,000 | +28.4% | 3,254 | +22.6% | 0.02% | +20.0% |
| Q1 2018 | $412,000 | +4.6% | 2,655 | +3.0% | 0.02% | +7.1% |
| Q4 2017 | $394,000 | +6.5% | 2,577 | 0.0% | 0.01% | +7.7% |
| Q3 2017 | $370,000 | +4.8% | 2,577 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $353,000 | +4.1% | 2,577 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $339,000 | +8.0% | 2,577 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $314,000 | -41.2% | 2,577 | -41.3% | 0.01% | -43.5% |
| Q3 2016 | $534,000 | – | 4,388 | – | 0.02% | – |
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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% |