ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,709,076 | -3.8% | 68,826 | -0.9% | 0.62% | +2.8% |
| Q2 2023 | $4,896,739 | +28.5% | 69,477 | +16.4% | 0.60% | +23.6% |
| Q1 2023 | $3,811,996 | +57.5% | 59,665 | +44.2% | 0.49% | +43.7% |
| Q4 2022 | $2,419,856 | +67.2% | 41,365 | +65.4% | 0.34% | +52.0% |
| Q3 2022 | $1,447,000 | +41.3% | 25,006 | +47.4% | 0.22% | +44.8% |
| Q2 2022 | $1,024,000 | +86.2% | 16,961 | +135.6% | 0.15% | +113.9% |
| Q1 2022 | $550,000 | -8.6% | 7,200 | 0.0% | 0.07% | -2.7% |
| Q4 2021 | $602,000 | +13.2% | 7,200 | 0.0% | 0.07% | +4.2% |
| Q3 2021 | $532,000 | +1.5% | 7,200 | 0.0% | 0.07% | +1.4% |
| Q2 2021 | $524,000 | +11.7% | 7,200 | 0.0% | 0.07% | +9.4% |
| Q1 2021 | $469,000 | -25.0% | 7,200 | -26.5% | 0.06% | -31.2% |
| Q4 2020 | $625,000 | +10.4% | 9,800 | +300.0% | 0.09% | -6.1% |
| Q3 2020 | $566,000 | +11.4% | 2,450 | 0.0% | 0.10% | +7.6% |
| Q2 2020 | $508,000 | -85.0% | 2,450 | -88.1% | 0.09% | -87.5% |
| Q1 2020 | $3,388,000 | -14.8% | 20,526 | 0.0% | 0.74% | +6.7% |
| Q4 2019 | $3,975,000 | +7.6% | 20,526 | 0.0% | 0.69% | +2.1% |
| Q3 2019 | $3,695,000 | -6.1% | 20,526 | -6.5% | 0.68% | +2.6% |
| Q2 2019 | $3,936,000 | +4.0% | 21,958 | 0.0% | 0.66% | -3.5% |
| Q1 2019 | $3,785,000 | -46.6% | 21,958 | -53.3% | 0.68% | -53.6% |
| Q4 2018 | $7,084,000 | -15.0% | 47,018 | 0.0% | 1.47% | -16.0% |
| Q3 2018 | $8,330,000 | +8.9% | 47,018 | 0.0% | 1.75% | -1.1% |
| Q2 2018 | $7,646,000 | +4.9% | 47,018 | 0.0% | 1.77% | +5.2% |
| Q1 2018 | $7,291,000 | -9.7% | 47,018 | -11.0% | 1.68% | -15.0% |
| Q4 2017 | $8,074,000 | +86.7% | 52,851 | +75.3% | 1.98% | -52.0% |
| Q3 2017 | $4,325,000 | +4.8% | 30,157 | 0.0% | 4.13% | +3.0% |
| Q2 2017 | $4,127,000 | +4.1% | 30,157 | 0.0% | 4.01% | -1.5% |
| Q1 2017 | $3,966,000 | +8.0% | 30,157 | 0.0% | 4.07% | -8.7% |
| Q4 2016 | $3,673,000 | +0.1% | 30,157 | 0.0% | 4.46% | +13.7% |
| Q3 2016 | $3,669,000 | +4.4% | 30,157 | 0.0% | 3.92% | +13.2% |
| Q2 2016 | $3,516,000 | +0.6% | 30,157 | 0.0% | 3.47% | -1.0% |
| Q1 2016 | $3,495,000 | +0.1% | 30,157 | 0.0% | 3.50% | -16.9% |
| Q4 2015 | $3,492,000 | +7.4% | 30,157 | 0.0% | 4.22% | -5.3% |
| Q3 2015 | $3,251,000 | – | 30,157 | – | 4.45% | – |
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% |