ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,190 | -10.7% | 61,240 | -8.0% | 0.14% | -9.0% |
| Q2 2023 | $4,694 | +9.8% | 66,592 | -0.5% | 0.16% | +4.0% |
| Q1 2023 | $4,276 | +18.1% | 66,928 | +8.1% | 0.15% | +15.4% |
| Q4 2022 | $3,621 | -99.9% | 61,903 | +3.2% | 0.13% | -20.2% |
| Q3 2022 | $3,470,000 | -6.5% | 59,994 | -2.4% | 0.16% | -12.8% |
| Q2 2022 | $3,710,000 | -21.4% | 61,469 | -0.6% | 0.19% | -13.8% |
| Q1 2022 | $4,722,000 | -14.7% | 61,825 | -6.5% | 0.22% | -12.5% |
| Q4 2021 | $5,534,000 | +7.2% | 66,134 | -5.3% | 0.25% | -2.0% |
| Q3 2021 | $5,163,000 | -4.8% | 69,865 | -6.4% | 0.25% | +3.7% |
| Q2 2021 | $5,425,000 | +6.9% | 74,603 | -4.3% | 0.24% | -1.2% |
| Q1 2021 | $5,075,000 | +3.0% | 77,941 | +1.0% | 0.25% | -7.1% |
| Q4 2020 | $4,925,000 | +3.4% | 77,177 | +274.5% | 0.27% | -10.1% |
| Q3 2020 | $4,762,000 | -1.7% | 20,606 | -11.7% | 0.30% | -13.7% |
| Q2 2020 | $4,844,000 | +13.7% | 23,346 | -9.6% | 0.34% | +1.2% |
| Q1 2020 | $4,261,000 | -17.0% | 25,821 | -2.6% | 0.34% | +8.0% |
| Q4 2019 | $5,132,000 | +3.7% | 26,506 | -3.6% | 0.31% | -4.6% |
| Q3 2019 | $4,950,000 | -10.1% | 27,491 | -10.5% | 0.33% | -9.6% |
| Q2 2019 | $5,504,000 | +13.8% | 30,708 | +9.5% | 0.36% | -0.3% |
| Q1 2019 | $4,836,000 | +7.8% | 28,055 | -5.8% | 0.36% | -8.1% |
| Q4 2018 | $4,487,000 | -13.3% | 29,782 | +1.9% | 0.40% | -14.8% |
| Q3 2018 | $5,176,000 | +20.2% | 29,214 | +10.3% | 0.47% | +14.8% |
| Q2 2018 | $4,307,000 | -9.6% | 26,487 | -13.8% | 0.41% | -15.8% |
| Q1 2018 | $4,767,000 | -1.9% | 30,744 | -3.4% | 0.48% | -2.8% |
| Q4 2017 | $4,860,000 | +6.1% | 31,811 | -0.4% | 0.50% | -2.9% |
| Q3 2017 | $4,579,000 | +6.4% | 31,924 | +1.5% | 0.51% | 0.0% |
| Q2 2017 | $4,305,000 | +4.4% | 31,456 | +0.3% | 0.51% | -0.8% |
| Q1 2017 | $4,123,000 | +2.2% | 31,347 | -5.4% | 0.52% | -8.0% |
| Q4 2016 | $4,034,000 | -9.4% | 33,121 | -9.5% | 0.56% | -14.1% |
| Q3 2016 | $4,454,000 | -2.3% | 36,612 | -6.4% | 0.65% | -10.6% |
| Q2 2016 | $4,561,000 | -1.4% | 39,125 | -2.0% | 0.73% | -3.8% |
| Q1 2016 | $4,625,000 | +6.7% | 39,911 | +6.7% | 0.76% | +1.3% |
| Q4 2015 | $4,333,000 | -48.3% | 37,420 | -51.9% | 0.75% | -57.2% |
| Q3 2015 | $8,389,000 | +8.3% | 77,818 | +14.4% | 1.75% | +1.0% |
| Q2 2015 | $7,748,000 | +3.8% | 68,046 | +3.9% | 1.73% | -12.1% |
| Q1 2015 | $7,461,000 | +1.5% | 65,480 | -0.6% | 1.97% | -19.4% |
| Q4 2014 | $7,350,000 | +12.7% | 65,859 | +7.8% | 2.44% | +4.8% |
| Q3 2014 | $6,523,000 | +13.1% | 61,067 | +11.4% | 2.33% | +14.9% |
| Q2 2014 | $5,766,000 | +10.9% | 54,815 | +5.2% | 2.03% | -0.4% |
| Q1 2014 | $5,201,000 | -8.9% | 52,098 | -9.9% | 2.04% | -27.9% |
| Q4 2013 | $5,708,000 | +20.8% | 57,804 | +9.3% | 2.82% | +3.8% |
| Q3 2013 | $4,725,000 | +24.2% | 52,878 | +16.8% | 2.72% | -0.5% |
| Q2 2013 | $3,804,000 | – | 45,281 | – | 2.74% | – |
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% |