ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,188 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $465,019 | +10.5% | 6,192 | +0.7% | 0.06% | -15.2% |
| Q3 2023 | $420,783 | +53.2% | 6,150 | +57.9% | 0.07% | +53.5% |
| Q2 2023 | $274,590 | -22.0% | 3,896 | -29.3% | 0.04% | -24.6% |
| Q1 2023 | $352,162 | +109267.1% | 5,512 | 0.0% | 0.06% | +11.8% |
| Q4 2022 | $322 | -99.9% | 5,512 | 0.0% | 0.05% | -5.6% |
| Q3 2022 | $319,000 | -4.2% | 5,512 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $333,000 | -32.9% | 5,512 | -15.1% | 0.05% | -22.9% |
| Q1 2022 | $496,000 | -8.8% | 6,496 | 0.0% | 0.07% | -27.8% |
| Q4 2021 | $544,000 | +13.3% | 6,496 | 0.0% | 0.10% | +10.2% |
| Q3 2021 | $480,000 | +13.5% | 6,496 | 0.0% | 0.09% | +22.2% |
| Q1 2021 | $423,000 | +1.9% | 6,496 | 0.0% | 0.07% | -4.0% |
| Q4 2020 | $415,000 | +4.3% | 6,496 | +276.8% | 0.08% | -2.6% |
| Q3 2020 | $398,000 | +11.2% | 1,724 | 0.0% | 0.08% | +2.7% |
| Q2 2020 | $358,000 | +25.6% | 1,724 | 0.0% | 0.08% | +13.6% |
| Q1 2020 | $285,000 | -68.3% | 1,724 | -62.8% | 0.07% | -60.0% |
| Q4 2019 | $898,000 | +3.9% | 4,640 | -3.3% | 0.16% | -6.2% |
| Q3 2019 | $864,000 | +0.5% | 4,797 | 0.0% | 0.18% | +1.7% |
| Q2 2019 | $860,000 | +4.0% | 4,797 | 0.0% | 0.17% | +10.2% |
| Q1 2019 | $827,000 | +14.4% | 4,797 | 0.0% | 0.16% | -1.9% |
| Q4 2018 | $723,000 | -15.7% | 4,797 | -1.0% | 0.16% | -9.1% |
| Q3 2018 | $858,000 | +7.0% | 4,844 | -1.7% | 0.18% | +1.7% |
| Q2 2018 | $802,000 | -11.8% | 4,929 | -15.9% | 0.17% | -15.2% |
| Q1 2018 | $909,000 | +9.3% | 5,859 | +7.5% | 0.20% | +6.8% |
| Q4 2017 | $832,000 | +6.5% | 5,449 | 0.0% | 0.19% | +3.2% |
| Q3 2017 | $781,000 | +370.5% | 5,449 | +348.8% | 0.18% | +340.5% |
| Q2 2017 | $166,000 | -59.2% | 1,214 | -63.7% | 0.04% | -26.3% |
| Q1 2017 | $407,000 | +148.2% | 3,344 | +148.4% | 0.06% | +32.6% |
| Q4 2016 | $164,000 | -11.4% | 1,346 | -11.5% | 0.04% | -18.9% |
| Q3 2016 | $185,000 | -37.3% | 1,521 | -39.8% | 0.05% | -39.1% |
| Q2 2016 | $295,000 | +19.4% | 2,528 | +18.7% | 0.09% | +11.5% |
| Q1 2016 | $247,000 | -47.1% | 2,130 | -47.2% | 0.08% | -47.7% |
| Q4 2015 | $467,000 | +1.5% | 4,036 | -5.4% | 0.15% | 0.0% |
| Q3 2015 | $460,000 | -29.4% | 4,267 | -25.5% | 0.15% | -15.8% |
| Q2 2015 | $652,000 | -95.2% | 5,724 | -95.2% | 0.18% | -94.8% |
| Q1 2015 | $13,694,000 | -99.7% | 120,175 | -33.7% | 3.43% | +113.5% |
| Q4 2014 | $5,322,171,000 | +44673.0% | 181,272 | +62.9% | 1.61% | -48.4% |
| Q3 2014 | $11,887,000 | -25.3% | 111,281 | -26.5% | 3.11% | -20.9% |
| Q2 2014 | $15,919,000 | +19.8% | 151,332 | +13.7% | 3.94% | +17.0% |
| Q1 2014 | $13,288,000 | +32.0% | 133,102 | +30.5% | 3.36% | +29.0% |
| Q4 2013 | $10,068,000 | +73.6% | 101,960 | +57.0% | 2.61% | +60.8% |
| Q3 2013 | $5,801,000 | +9.3% | 64,922 | +2.7% | 1.62% | +1.0% |
| Q2 2013 | $5,308,000 | – | 63,187 | – | 1.60% | – |
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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% |