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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $5,505,000 | -6.3% | 72,080 | +2.7% | 0.00% | 0.0% |
| Q4 2021 | $5,873,000 | +20.2% | 70,195 | +6.2% | 0.00% | 0.0% |
| Q3 2021 | $4,886,000 | +11.5% | 66,113 | +9.7% | 0.00% | +50.0% |
| Q2 2021 | $4,383,000 | -70.4% | 60,269 | -73.5% | 0.00% | -77.8% |
| Q1 2021 | $14,827,000 | +7.9% | 227,715 | +5.8% | 0.01% | 0.0% |
| Q4 2020 | $13,739,000 | +9.7% | 215,281 | +297.2% | 0.01% | 0.0% |
| Q3 2020 | $12,525,000 | +2.8% | 54,202 | -7.7% | 0.01% | 0.0% |
| Q2 2020 | $12,181,000 | +2416.7% | 58,708 | +1901.6% | 0.01% | – |
| Q1 2020 | $484,000 | -52.4% | 2,933 | -44.1% | 0.00% | -100.0% |
| Q4 2019 | $1,016,000 | +7.5% | 5,247 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $945,000 | -22.5% | 5,247 | -22.9% | 0.00% | 0.0% |
| Q2 2019 | $1,220,000 | +13.3% | 6,804 | +8.9% | 0.00% | 0.0% |
| Q1 2019 | $1,077,000 | -23.0% | 6,250 | -32.7% | 0.00% | 0.0% |
| Q4 2018 | $1,399,000 | -26.2% | 9,285 | -13.2% | 0.00% | -50.0% |
| Q3 2018 | $1,895,000 | +815.5% | 10,697 | +528.9% | 0.00% | – |
| Q4 2016 | $207,000 | -6.3% | 1,701 | -6.5% | 0.00% | – |
| Q3 2016 | $221,000 | -61.4% | 1,820 | -63.0% | 0.00% | -100.0% |
| Q2 2016 | $573,000 | -1.4% | 4,913 | -1.9% | 0.00% | 0.0% |
| Q1 2016 | $581,000 | -18.6% | 5,010 | -18.8% | 0.00% | 0.0% |
| Q4 2015 | $714,000 | +2.1% | 6,168 | -4.9% | 0.00% | 0.0% |
| Q3 2015 | $699,000 | -21.2% | 6,485 | -16.8% | 0.00% | -50.0% |
| Q2 2015 | $887,000 | -5.0% | 7,790 | -5.0% | 0.00% | 0.0% |
| Q1 2015 | $934,000 | -26.2% | 8,196 | -27.8% | 0.00% | -33.3% |
| Q4 2014 | $1,266,000 | – | 11,347 | – | 0.00% | – |
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% |