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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $116,939,950 | +2.7% | 1,709,147 | +5.8% | 0.15% | +3.4% |
| Q2 2023 | $113,875,702 | +6.1% | 1,615,716 | -3.8% | 0.15% | -2.0% |
| Q1 2023 | $107,300,364 | +5.0% | 1,679,454 | -3.9% | 0.15% | -3.2% |
| Q4 2022 | $102,190,269 | +0.1% | 1,746,832 | -1.0% | 0.16% | -12.9% |
| Q3 2022 | $102,108,000 | -5.6% | 1,765,048 | -1.5% | 0.18% | -4.3% |
| Q2 2022 | $108,127,000 | -21.2% | 1,791,662 | -0.3% | 0.19% | -15.5% |
| Q1 2022 | $137,247,000 | -16.1% | 1,796,890 | -8.1% | 0.22% | -17.6% |
| Q4 2021 | $163,629,000 | +14.0% | 1,955,650 | +0.7% | 0.27% | +1.9% |
| Q3 2021 | $143,561,000 | +1.1% | 1,942,357 | -0.5% | 0.26% | -3.0% |
| Q2 2021 | $141,948,000 | +9.1% | 1,951,712 | -2.3% | 0.27% | -2.2% |
| Q1 2021 | $130,135,000 | -0.6% | 1,998,680 | -2.6% | 0.28% | -8.9% |
| Q4 2020 | $130,944,000 | +7.6% | 2,051,781 | +289.6% | 0.30% | -7.3% |
| Q3 2020 | $121,682,000 | +9.7% | 526,583 | -1.5% | 0.33% | -4.4% |
| Q2 2020 | $110,923,000 | +13.8% | 534,596 | -9.5% | 0.34% | -9.0% |
| Q1 2020 | $97,450,000 | -23.0% | 590,429 | -9.6% | 0.38% | -12.8% |
| Q4 2019 | $126,502,000 | +6.5% | 653,288 | -1.0% | 0.43% | -4.4% |
| Q3 2019 | $118,833,000 | -8.4% | 660,073 | -8.8% | 0.45% | -13.4% |
| Q2 2019 | $129,752,000 | +11.2% | 723,895 | +7.0% | 0.52% | +2.0% |
| Q1 2019 | $116,650,000 | +20.0% | 676,775 | +4.9% | 0.51% | +4.9% |
| Q4 2018 | $97,246,000 | -15.5% | 645,429 | -0.6% | 0.49% | -16.2% |
| Q3 2018 | $115,093,000 | +12.1% | 649,610 | +2.9% | 0.58% | +1.0% |
| Q2 2018 | $102,645,000 | +7.0% | 631,233 | +2.0% | 0.58% | -1.2% |
| Q1 2018 | $95,936,000 | +8.9% | 618,664 | +7.3% | 0.58% | +3.7% |
| Q4 2017 | $88,112,000 | +10.4% | 576,759 | +3.7% | 0.56% | -1.8% |
| Q3 2017 | $79,796,000 | +10.1% | 556,376 | +5.0% | 0.57% | -1.9% |
| Q2 2017 | $72,496,000 | +12.0% | 529,750 | +7.7% | 0.58% | -1.2% |
| Q1 2017 | $64,716,000 | +16.9% | 492,063 | +8.2% | 0.59% | -2.0% |
| Q4 2016 | $55,379,000 | +7313.5% | 454,711 | +7305.7% | 0.60% | +1126.5% |
| Q3 2016 | $747,000 | -97.2% | 6,140 | -97.4% | 0.05% | -87.4% |
| Q2 2016 | $27,066,000 | +13.4% | 232,165 | +12.7% | 0.39% | +0.3% |
| Q1 2016 | $23,869,000 | +5.0% | 205,958 | +4.9% | 0.39% | -14.8% |
| Q4 2015 | $22,738,000 | +31.7% | 196,357 | +22.6% | 0.45% | +10.5% |
| Q3 2015 | $17,262,000 | +12.6% | 160,132 | +19.0% | 0.41% | +3.3% |
| Q2 2015 | $15,328,000 | +10.9% | 134,621 | +11.0% | 0.40% | +2.8% |
| Q1 2015 | $13,821,000 | +16.2% | 121,296 | +13.8% | 0.39% | +5.4% |
| Q4 2014 | $11,898,000 | +11.0% | 106,610 | +6.3% | 0.37% | -2.1% |
| Q3 2014 | $10,716,000 | +21.5% | 100,315 | +19.7% | 0.38% | +9.0% |
| Q2 2014 | $8,819,000 | +7.6% | 83,839 | +2.2% | 0.34% | +0.3% |
| Q1 2014 | $8,194,000 | +4.8% | 82,074 | +3.6% | 0.34% | -3.4% |
| Q4 2013 | $7,821,000 | +22.6% | 79,194 | +11.0% | 0.36% | +6.0% |
| Q3 2013 | $6,378,000 | +22.1% | 71,369 | +14.8% | 0.34% | +7.4% |
| Q2 2013 | $5,224,000 | – | 62,184 | – | 0.31% | – |
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% |