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 | $7,995,251 | -12.4% | 116,855 | -9.8% | 0.45% | -7.9% |
| Q2 2023 | $9,130,012 | +10.3% | 129,540 | 0.0% | 0.49% | +1.7% |
| Q1 2023 | $8,276,340 | +9.2% | 129,540 | 0.0% | 0.48% | -0.6% |
| Q4 2022 | $7,578,117 | +1.1% | 129,540 | 0.0% | 0.49% | -7.8% |
| Q3 2022 | $7,494,000 | -15.0% | 129,540 | -11.4% | 0.53% | -12.3% |
| Q2 2022 | $8,821,000 | -28.4% | 146,165 | -9.4% | 0.60% | -14.7% |
| Q1 2022 | $12,327,000 | -8.7% | 161,385 | 0.0% | 0.71% | -6.9% |
| Q4 2021 | $13,503,000 | +12.3% | 161,385 | -0.8% | 0.76% | +2.2% |
| Q3 2021 | $12,019,000 | -23.1% | 162,618 | -24.3% | 0.74% | -22.1% |
| Q2 2021 | $15,624,000 | +11.7% | 214,818 | 0.0% | 0.95% | -10.6% |
| Q1 2021 | $13,987,000 | +2.0% | 214,818 | 0.0% | 1.07% | +14.6% |
| Q4 2020 | $13,710,000 | +3.5% | 214,818 | +274.8% | 0.93% | -21.1% |
| Q3 2020 | $13,244,000 | +3.6% | 57,314 | -7.0% | 1.18% | -2.8% |
| Q2 2020 | $12,784,000 | +25.7% | 61,614 | 0.0% | 1.21% | +6.1% |
| Q1 2020 | $10,169,000 | -14.8% | 61,614 | 0.0% | 1.14% | -2.8% |
| Q4 2019 | $11,931,000 | +7.6% | 61,614 | 0.0% | 1.18% | +1.5% |
| Q3 2019 | $11,092,000 | +0.4% | 61,614 | 0.0% | 1.16% | -4.2% |
| Q2 2019 | $11,044,000 | +4.0% | 61,614 | 0.0% | 1.21% | -8.5% |
| Q1 2019 | $10,620,000 | +14.4% | 61,614 | 0.0% | 1.32% | +0.7% |
| Q4 2018 | $9,283,000 | -18.8% | 61,614 | -4.5% | 1.31% | -6.9% |
| Q3 2018 | $11,427,000 | +9.0% | 64,498 | 0.0% | 1.41% | -0.6% |
| Q2 2018 | $10,488,000 | +4.9% | 64,498 | 0.0% | 1.42% | +2.8% |
| Q1 2018 | $10,002,000 | +1.5% | 64,498 | 0.0% | 1.38% | +1.0% |
| Q4 2017 | $9,853,000 | +6.5% | 64,498 | 0.0% | 1.37% | -0.7% |
| Q3 2017 | $9,250,000 | +4.8% | 64,498 | 0.0% | 1.38% | -8.4% |
| Q2 2017 | $8,827,000 | +4.6% | 64,498 | +0.6% | 1.50% | -1.0% |
| Q1 2017 | $8,435,000 | +8.0% | 64,134 | 0.0% | 1.52% | -0.8% |
| Q4 2016 | $7,811,000 | +0.1% | 64,134 | 0.0% | 1.53% | -3.1% |
| Q3 2016 | $7,803,000 | +4.4% | 64,134 | 0.0% | 1.58% | -4.8% |
| Q2 2016 | $7,477,000 | +0.6% | 64,134 | 0.0% | 1.66% | -5.4% |
| Q1 2016 | $7,433,000 | +2.4% | 64,134 | +2.3% | 1.75% | +0.7% |
| Q4 2015 | $7,258,000 | +7.8% | 62,675 | +0.4% | 1.74% | +0.9% |
| Q3 2015 | $6,732,000 | -5.0% | 62,446 | +0.3% | 1.72% | +1.2% |
| Q2 2015 | $7,089,000 | +0.2% | 62,260 | +0.3% | 1.70% | -1.0% |
| Q1 2015 | $7,074,000 | +2.5% | 62,076 | +0.3% | 1.72% | -0.8% |
| Q4 2014 | $6,904,000 | +4.8% | 61,862 | +0.3% | 1.74% | -5.5% |
| Q3 2014 | $6,589,000 | +1.8% | 61,687 | +0.3% | 1.84% | +0.6% |
| Q2 2014 | $6,470,000 | +5.6% | 61,510 | +0.3% | 1.83% | +4.0% |
| Q1 2014 | $6,125,000 | +1.1% | 61,349 | 0.0% | 1.76% | +1.6% |
| Q4 2013 | $6,058,000 | +11.2% | 61,349 | +0.7% | 1.73% | +1.7% |
| Q3 2013 | $5,447,000 | +6.7% | 60,952 | +0.3% | 1.70% | -4.5% |
| Q2 2013 | $5,105,000 | – | 60,770 | – | 1.78% | – |
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% |