ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,309 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,550,786 | -3.5% | 198,053 | -0.6% | 0.10% | +3.0% |
| Q2 2023 | $14,037,290 | +11.8% | 199,167 | +1.4% | 0.10% | +5.3% |
| Q1 2023 | $12,552,213 | +6.9% | 196,466 | -2.1% | 0.10% | +5.6% |
| Q4 2022 | $11,738,961 | +1.1% | 200,666 | 0.0% | 0.09% | -5.3% |
| Q3 2022 | $11,609,000 | -4.6% | 200,666 | -0.4% | 0.10% | +3.3% |
| Q2 2022 | $12,164,000 | -21.0% | 201,551 | 0.0% | 0.09% | -8.0% |
| Q1 2022 | $15,394,000 | -9.2% | 201,551 | -0.6% | 0.10% | -6.5% |
| Q4 2021 | $16,963,000 | +13.2% | 202,731 | 0.0% | 0.11% | +5.9% |
| Q3 2021 | $14,984,000 | +3.2% | 202,731 | +1.5% | 0.10% | +6.3% |
| Q2 2021 | $14,524,000 | +11.7% | 199,691 | 0.0% | 0.10% | +8.0% |
| Q1 2021 | $13,002,000 | -27.2% | 199,691 | -28.7% | 0.09% | -32.3% |
| Q4 2020 | $17,867,000 | +10.6% | 279,961 | +300.6% | 0.13% | -6.5% |
| Q3 2020 | $16,151,000 | +11.2% | 69,894 | -0.1% | 0.14% | +7.8% |
| Q2 2020 | $14,518,000 | +25.0% | 69,969 | -0.5% | 0.13% | +3.2% |
| Q1 2020 | $11,611,000 | -15.6% | 70,349 | -1.0% | 0.12% | +16.8% |
| Q4 2019 | $13,765,000 | +7.4% | 71,084 | -0.2% | 0.11% | +0.9% |
| Q3 2019 | $12,821,000 | +8.4% | 71,214 | +7.9% | 0.11% | -4.5% |
| Q2 2019 | $11,832,000 | +7.1% | 66,014 | +3.0% | 0.11% | +1.8% |
| Q1 2019 | $11,043,000 | +16.2% | 64,067 | +1.6% | 0.11% | +3.8% |
| Q4 2018 | $9,504,000 | -9.5% | 63,078 | +6.4% | 0.10% | +10.5% |
| Q3 2018 | $10,502,000 | +9.0% | 59,278 | 0.0% | 0.10% | +5.6% |
| Q2 2018 | $9,639,000 | +4.2% | 59,278 | -0.7% | 0.09% | 0.0% |
| Q1 2018 | $9,254,000 | +1.5% | 59,678 | 0.0% | 0.09% | +5.9% |
| Q4 2017 | $9,117,000 | +6.3% | 59,678 | -0.2% | 0.08% | 0.0% |
| Q3 2017 | $8,573,000 | +4.7% | 59,778 | -0.1% | 0.08% | -3.4% |
| Q2 2017 | $8,192,000 | +4.1% | 59,860 | 0.0% | 0.09% | +4.8% |
| Q1 2017 | $7,873,000 | -2.9% | 59,860 | -10.1% | 0.08% | -7.7% |
| Q4 2016 | $8,106,000 | +0.1% | 66,560 | 0.0% | 0.09% | -6.2% |
| Q3 2016 | $8,098,000 | +2.4% | 66,560 | -1.8% | 0.10% | -4.0% |
| Q2 2016 | $7,905,000 | -0.4% | 67,805 | -1.0% | 0.10% | -7.3% |
| Q1 2016 | $7,939,000 | -5.0% | 68,505 | -5.1% | 0.11% | -6.0% |
| Q4 2015 | $8,361,000 | -6.9% | 72,205 | -13.3% | 0.12% | -15.3% |
| Q3 2015 | $8,977,000 | -5.6% | 83,270 | -0.3% | 0.14% | +7.9% |
| Q2 2015 | $9,510,000 | -0.1% | 83,520 | 0.0% | 0.13% | -5.9% |
| Q1 2015 | $9,517,000 | +2.1% | 83,520 | 0.0% | 0.14% | 0.0% |
| Q4 2014 | $9,321,000 | +4.5% | 83,520 | 0.0% | 0.14% | -2.2% |
| Q3 2014 | $8,922,000 | -3.5% | 83,520 | -5.0% | 0.14% | -0.7% |
| Q2 2014 | $9,246,000 | +3.8% | 87,895 | -1.5% | 0.14% | -2.1% |
| Q1 2014 | $8,905,000 | +1.9% | 89,195 | +0.8% | 0.14% | -2.1% |
| Q4 2013 | $8,739,000 | +11.0% | 88,495 | +0.4% | 0.14% | -4.0% |
| Q3 2013 | $7,876,000 | +8.4% | 88,135 | +1.9% | 0.15% | -1.3% |
| Q2 2013 | $7,266,000 | – | 86,485 | – | 0.15% | – |
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% |