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 | $192,900,000 | -5.0% | 2,814,944 | -2.2% | 0.05% | -1.9% |
| Q2 2023 | $203,111,000 | +16.2% | 2,879,562 | +5.3% | 0.05% | +8.2% |
| Q1 2023 | $174,737,000 | +8.6% | 2,734,955 | -0.6% | 0.05% | +6.5% |
| Q4 2022 | $160,868,000 | +3.9% | 2,750,734 | +2.7% | 0.05% | -6.1% |
| Q3 2022 | $154,902,000 | +5.2% | 2,677,660 | +9.8% | 0.05% | +14.0% |
| Q2 2022 | $147,230,000 | -18.5% | 2,439,624 | +3.2% | 0.04% | -4.4% |
| Q1 2022 | $180,578,000 | -7.7% | 2,364,188 | +1.1% | 0.04% | 0.0% |
| Q4 2021 | $195,696,000 | +18.3% | 2,338,893 | +4.5% | 0.04% | +2.3% |
| Q3 2021 | $165,490,000 | +5.5% | 2,239,042 | +3.8% | 0.04% | +4.8% |
| Q2 2021 | $156,886,000 | +9.3% | 2,157,089 | -2.1% | 0.04% | 0.0% |
| Q1 2021 | $143,493,000 | +5.8% | 2,203,835 | +3.7% | 0.04% | +7.7% |
| Q4 2020 | $135,589,000 | +11.6% | 2,124,535 | +304.2% | 0.04% | -9.3% |
| Q3 2020 | $121,473,000 | +8.3% | 525,677 | -2.8% | 0.04% | -4.4% |
| Q2 2020 | $112,185,000 | +25.4% | 540,679 | -0.3% | 0.04% | +4.7% |
| Q1 2020 | $89,493,000 | -20.6% | 542,218 | -6.9% | 0.04% | +4.9% |
| Q4 2019 | $112,722,000 | +13.0% | 582,118 | +5.1% | 0.04% | +5.1% |
| Q3 2019 | $99,743,000 | +2.8% | 554,041 | +2.4% | 0.04% | 0.0% |
| Q2 2019 | $96,982,000 | +11.5% | 541,073 | +7.2% | 0.04% | +5.4% |
| Q1 2019 | $87,000,000 | +12.0% | 504,763 | -2.1% | 0.04% | 0.0% |
| Q4 2018 | $77,650,000 | -9.8% | 515,366 | +6.1% | 0.04% | +2.8% |
| Q3 2018 | $86,061,000 | +11.4% | 485,753 | +2.3% | 0.04% | +2.9% |
| Q2 2018 | $77,228,000 | +18.5% | 474,931 | +13.0% | 0.04% | +20.7% |
| Q1 2018 | $65,190,000 | +5.0% | 420,388 | +3.4% | 0.03% | +7.4% |
| Q4 2017 | $62,112,000 | +12.1% | 406,563 | +5.3% | 0.03% | 0.0% |
| Q3 2017 | $55,385,000 | +4.8% | 386,178 | -0.0% | 0.03% | 0.0% |
| Q2 2017 | $52,871,000 | +6.8% | 386,339 | +2.7% | 0.03% | 0.0% |
| Q1 2017 | $49,496,000 | +10.1% | 376,333 | +1.9% | 0.03% | +12.5% |
| Q4 2016 | $44,964,000 | +1.4% | 369,199 | +1.3% | 0.02% | -4.0% |
| Q3 2016 | $44,352,000 | -49.6% | 364,559 | -51.7% | 0.02% | -51.9% |
| Q2 2016 | $88,064,000 | -2.6% | 755,390 | -3.2% | 0.05% | -7.1% |
| Q1 2016 | $90,406,000 | +1.3% | 780,104 | +1.2% | 0.06% | -5.1% |
| Q4 2015 | $89,260,000 | +142.6% | 770,820 | +125.8% | 0.06% | +110.7% |
| Q3 2015 | $36,797,000 | -48.0% | 341,358 | -45.1% | 0.03% | -42.9% |
| Q2 2015 | $70,747,000 | +3.8% | 621,348 | +3.9% | 0.05% | +2.1% |
| Q1 2015 | $68,163,000 | +73.6% | 598,171 | +70.0% | 0.05% | +92.0% |
| Q4 2014 | $39,274,000 | +24.8% | 351,910 | +19.4% | 0.02% | +19.0% |
| Q3 2014 | $31,475,000 | +16.1% | 294,651 | +14.4% | 0.02% | +16.7% |
| Q2 2014 | $27,100,000 | -77.4% | 257,637 | -78.5% | 0.02% | -79.5% |
| Q1 2014 | $119,906,000 | +81.0% | 1,200,981 | +79.0% | 0.09% | +87.2% |
| Q4 2013 | $66,251,000 | +9.2% | 670,908 | -1.2% | 0.05% | 0.0% |
| Q3 2013 | $60,661,000 | +191.2% | 678,832 | +173.8% | 0.05% | +161.1% |
| Q2 2013 | $20,832,000 | – | 247,961 | – | 0.02% | – |
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% |