ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,043,523 | -7.2% | 88,330 | -4.4% | 0.39% | -2.5% |
| Q2 2023 | $6,509,036 | +9.8% | 92,353 | -0.4% | 0.40% | +3.9% |
| Q1 2023 | $5,925,991 | -55.4% | 92,753 | -59.2% | 0.38% | -55.6% |
| Q4 2022 | $13,294,613 | -0.7% | 227,258 | -1.8% | 0.86% | -7.9% |
| Q3 2022 | $13,393,000 | -4.8% | 231,506 | -0.7% | 0.94% | -5.0% |
| Q2 2022 | $14,073,000 | -50.3% | 233,191 | -37.1% | 0.98% | -38.9% |
| Q1 2022 | $28,332,000 | -12.2% | 370,929 | -3.9% | 1.61% | -4.8% |
| Q4 2021 | $32,280,000 | +13.4% | 385,804 | +0.2% | 1.69% | +3.9% |
| Q3 2021 | $28,456,000 | -3.6% | 385,011 | -5.1% | 1.63% | -2.2% |
| Q2 2021 | $29,512,000 | +12.3% | 405,781 | +0.5% | 1.66% | +5.5% |
| Q1 2021 | $26,282,000 | +3.1% | 403,661 | +1.1% | 1.58% | -11.2% |
| Q4 2020 | $25,494,000 | +7.6% | 399,460 | +289.7% | 1.78% | -12.5% |
| Q3 2020 | $23,688,000 | +1.0% | 102,511 | -9.3% | 2.03% | -4.2% |
| Q2 2020 | $23,458,000 | +25.2% | 113,054 | -0.4% | 2.12% | -4.9% |
| Q1 2020 | $18,740,000 | -13.0% | 113,543 | +2.0% | 2.23% | +31.6% |
| Q4 2019 | $21,548,000 | +5.7% | 111,277 | -1.7% | 1.70% | +0.2% |
| Q3 2019 | $20,382,000 | +0.0% | 113,216 | -0.4% | 1.69% | -0.2% |
| Q2 2019 | $20,375,000 | +4.3% | 113,675 | +0.3% | 1.70% | +1.6% |
| Q1 2019 | $19,541,000 | +16.1% | 113,373 | +1.5% | 1.67% | +3.7% |
| Q4 2018 | $16,828,000 | -15.2% | 111,689 | -0.3% | 1.61% | +2.4% |
| Q3 2018 | $19,856,000 | +13.2% | 112,073 | +3.9% | 1.57% | +8.9% |
| Q2 2018 | $17,543,000 | +3.0% | 107,885 | -1.8% | 1.44% | -3.9% |
| Q1 2018 | $17,038,000 | +0.7% | 109,871 | -0.8% | 1.50% | +2.8% |
| Q4 2017 | $16,924,000 | +4.4% | 110,784 | -1.9% | 1.46% | +2.2% |
| Q3 2017 | $16,204,000 | +4.4% | 112,980 | -0.4% | 1.43% | -1.4% |
| Q2 2017 | $15,526,000 | +2.8% | 113,454 | -1.2% | 1.45% | +0.1% |
| Q1 2017 | $15,107,000 | +9.6% | 114,865 | +1.5% | 1.45% | +6.1% |
| Q4 2016 | $13,779,000 | +2.1% | 113,140 | +2.0% | 1.37% | -5.3% |
| Q3 2016 | $13,490,000 | +6.0% | 110,884 | +1.6% | 1.44% | -1.8% |
| Q2 2016 | $12,727,000 | +2.0% | 109,167 | +1.4% | 1.47% | -2.8% |
| Q1 2016 | $12,476,000 | -99.9% | 107,650 | -4.2% | 1.51% | -3.8% |
| Q4 2015 | $13,008,627,000 | +114503.4% | 112,337 | +6.7% | 1.57% | +1.2% |
| Q3 2015 | $11,351,000 | -5.3% | 105,296 | -0.0% | 1.55% | +3.1% |
| Q2 2015 | $11,990,000 | -18.4% | 105,303 | -18.3% | 1.51% | -17.6% |
| Q1 2015 | $14,687,000 | -10.3% | 128,890 | -12.1% | 1.83% | -13.1% |
| Q4 2014 | $16,371,000 | +3.0% | 146,696 | -1.5% | 2.10% | -5.4% |
| Q3 2014 | $15,901,000 | +0.8% | 148,855 | -0.7% | 2.22% | +5.2% |
| Q2 2014 | $15,775,000 | +3.6% | 149,963 | -1.7% | 2.11% | +1.4% |
| Q1 2014 | $15,229,000 | +2.8% | 152,530 | +1.7% | 2.08% | +4.5% |
| Q4 2013 | $14,808,000 | +9.8% | 149,952 | -0.6% | 2.00% | -5.0% |
| Q3 2013 | $13,487,000 | +5.9% | 150,932 | -0.4% | 2.10% | -6.2% |
| Q2 2013 | $12,737,000 | – | 151,613 | – | 2.24% | – |
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% |