ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $430,157 | -2.9% | 6,287 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $443,108 | +10.3% | 6,287 | 0.0% | 0.03% | +6.5% |
| Q1 2023 | $401,677 | +11.8% | 6,287 | +2.4% | 0.03% | +10.7% |
| Q4 2022 | $359,190 | +1.2% | 6,140 | 0.0% | 0.03% | -9.7% |
| Q3 2022 | $355,000 | -4.3% | 6,140 | 0.0% | 0.03% | +6.9% |
| Q2 2022 | $371,000 | -20.9% | 6,140 | 0.0% | 0.03% | -9.4% |
| Q1 2022 | $469,000 | -8.8% | 6,140 | 0.0% | 0.03% | -5.9% |
| Q4 2021 | $514,000 | +13.2% | 6,140 | 0.0% | 0.03% | +6.2% |
| Q3 2021 | $454,000 | +1.6% | 6,140 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $447,000 | +11.8% | 6,140 | 0.0% | 0.03% | +3.2% |
| Q1 2021 | $400,000 | +2.0% | 6,140 | 0.0% | 0.03% | -6.1% |
| Q4 2020 | $392,000 | +10.4% | 6,140 | +300.0% | 0.03% | 0.0% |
| Q3 2020 | $355,000 | +11.6% | 1,535 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $318,000 | +25.7% | 1,535 | 0.0% | 0.03% | +10.0% |
| Q1 2020 | $253,000 | -14.8% | 1,535 | 0.0% | 0.03% | +3.4% |
| Q4 2019 | $297,000 | +7.6% | 1,535 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $276,000 | +0.4% | 1,535 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $275,000 | +3.8% | 1,535 | 0.0% | 0.03% | -3.3% |
| Q1 2019 | $265,000 | +9.1% | 1,535 | -4.8% | 0.03% | 0.0% |
| Q4 2018 | $243,000 | -17.1% | 1,612 | -2.4% | 0.03% | -3.2% |
| Q3 2018 | $293,000 | +8.9% | 1,652 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $269,000 | +17.0% | 1,652 | +11.6% | 0.03% | +14.8% |
| Q1 2018 | $230,000 | +1.8% | 1,480 | 0.0% | 0.03% | +3.8% |
| Q4 2017 | $226,000 | +6.6% | 1,480 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $212,000 | +4.4% | 1,480 | 0.0% | 0.03% | +8.3% |
| Q2 2017 | $203,000 | -41.5% | 1,480 | -50.4% | 0.02% | -47.8% |
| Q2 2016 | $347,000 | – | 2,981 | – | 0.05% | – |
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% |