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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $388,667 | -6.8% | 5,681 | -4.0% | 0.09% | -3.2% |
| Q2 2023 | $417,072 | +10.4% | 5,918 | +0.1% | 0.09% | +3.3% |
| Q1 2023 | $377,647 | +9.4% | 5,911 | +0.2% | 0.09% | +8.4% |
| Q4 2022 | $345,239 | -0.2% | 5,902 | -1.4% | 0.08% | -7.8% |
| Q3 2022 | $346,000 | -24.0% | 5,985 | -20.6% | 0.09% | -17.4% |
| Q2 2022 | $455,000 | -26.3% | 7,535 | -6.7% | 0.11% | -11.4% |
| Q1 2022 | $617,000 | -26.9% | 8,077 | -19.9% | 0.12% | -15.2% |
| Q4 2021 | $844,000 | +13.4% | 10,081 | +0.1% | 0.14% | +2.8% |
| Q3 2021 | $744,000 | +1.6% | 10,070 | 0.0% | 0.14% | +4.4% |
| Q2 2021 | $732,000 | -5.1% | 10,070 | -14.9% | 0.14% | -8.2% |
| Q1 2021 | $771,000 | +2.1% | 11,834 | 0.0% | 0.15% | +0.7% |
| Q4 2020 | $755,000 | +8.6% | 11,834 | +293.5% | 0.15% | -3.9% |
| Q3 2020 | $695,000 | +11.2% | 3,007 | -0.2% | 0.15% | +2.0% |
| Q2 2020 | $625,000 | -5.4% | 3,012 | -24.8% | 0.15% | -15.3% |
| Q1 2020 | $661,000 | -20.6% | 4,006 | -6.8% | 0.18% | +0.6% |
| Q4 2019 | $832,000 | +3.4% | 4,299 | -3.9% | 0.18% | -6.4% |
| Q3 2019 | $805,000 | -12.9% | 4,472 | -13.2% | 0.19% | -9.7% |
| Q2 2019 | $924,000 | +4.2% | 5,154 | +0.2% | 0.21% | +1.5% |
| Q1 2019 | $887,000 | +22.9% | 5,145 | +7.3% | 0.20% | +5.7% |
| Q4 2018 | $722,000 | -21.4% | 4,793 | -7.5% | 0.19% | -7.7% |
| Q3 2018 | $918,000 | +9.2% | 5,180 | +0.1% | 0.21% | 0.0% |
| Q2 2018 | $841,000 | +5.1% | 5,174 | +0.3% | 0.21% | +3.0% |
| Q1 2018 | $800,000 | -13.3% | 5,161 | -14.6% | 0.20% | -14.3% |
| Q4 2017 | $923,000 | +5.5% | 6,041 | -1.0% | 0.24% | -10.6% |
| Q3 2017 | $875,000 | +0.5% | 6,100 | -4.2% | 0.26% | -2.6% |
| Q2 2017 | $871,000 | +5.1% | 6,368 | +1.0% | 0.27% | +4.6% |
| Q1 2017 | $829,000 | +4.4% | 6,305 | -3.3% | 0.26% | -1.5% |
| Q4 2016 | $794,000 | +0.5% | 6,519 | +0.4% | 0.26% | -3.6% |
| Q3 2016 | $790,000 | +7.8% | 6,494 | +3.3% | 0.27% | +5.0% |
| Q2 2016 | $733,000 | +5.0% | 6,289 | +4.5% | 0.26% | +1.2% |
| Q1 2016 | $698,000 | +0.4% | 6,021 | +0.4% | 0.26% | -0.8% |
| Q4 2015 | $695,000 | +12.6% | 5,999 | +4.9% | 0.26% | +8.3% |
| Q3 2015 | $617,000 | -6.5% | 5,719 | -1.4% | 0.24% | +4.3% |
| Q2 2015 | $660,000 | 0.0% | 5,798 | +0.2% | 0.23% | +6.5% |
| Q1 2015 | $660,000 | -2.9% | 5,788 | -5.1% | 0.22% | -3.1% |
| Q4 2014 | $680,000 | -0.3% | 6,097 | -4.6% | 0.22% | -3.9% |
| Q3 2014 | $682,000 | +3.3% | 6,388 | +1.7% | 0.23% | +8.4% |
| Q2 2014 | $660,000 | +5.4% | 6,279 | +0.1% | 0.21% | -3.6% |
| Q1 2014 | $626,000 | +13.6% | 6,270 | +12.4% | 0.22% | +12.1% |
| Q4 2013 | $551,000 | +10.9% | 5,579 | +0.4% | 0.20% | -1.5% |
| Q3 2013 | $497,000 | +6.7% | 5,558 | +0.2% | 0.20% | +12.9% |
| Q2 2013 | $466,000 | – | 5,549 | – | 0.18% | – |
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% |