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 2022 | $2,898,000 | -4.2% | 50,100 | 0.0% | 0.18% | -3.7% |
| Q2 2022 | $3,024,000 | -22.6% | 50,100 | -2.0% | 0.19% | -27.8% |
| Q1 2022 | $3,905,000 | -9.3% | 51,130 | -0.7% | 0.26% | -5.1% |
| Q4 2021 | $4,307,000 | +7.6% | 51,474 | -4.9% | 0.28% | -0.7% |
| Q3 2021 | $4,001,000 | +1.0% | 54,140 | -0.6% | 0.28% | -2.1% |
| Q2 2021 | $3,961,000 | +10.7% | 54,463 | -0.9% | 0.28% | -0.7% |
| Q1 2021 | $3,579,000 | +2.1% | 54,962 | +0.1% | 0.29% | -1.4% |
| Q4 2020 | $3,506,000 | +6.8% | 54,930 | +286.8% | 0.29% | -6.4% |
| Q3 2020 | $3,282,000 | +2.3% | 14,202 | -8.2% | 0.31% | -12.6% |
| Q2 2020 | $3,208,000 | +23.9% | 15,463 | -1.5% | 0.36% | +9.2% |
| Q1 2020 | $2,590,000 | -16.5% | 15,693 | -2.1% | 0.33% | -0.9% |
| Q4 2019 | $3,103,000 | +7.6% | 16,025 | 0.0% | 0.33% | -1.5% |
| Q3 2019 | $2,885,000 | +7.2% | 16,025 | +6.8% | 0.33% | +6.7% |
| Q2 2019 | $2,690,000 | +6.3% | 15,010 | +2.3% | 0.31% | +3.3% |
| Q1 2019 | $2,530,000 | +14.4% | 14,678 | 0.0% | 0.30% | +9.0% |
| Q4 2018 | $2,212,000 | -15.0% | 14,678 | 0.0% | 0.28% | -4.8% |
| Q3 2018 | $2,601,000 | +8.3% | 14,678 | -0.6% | 0.29% | -16.1% |
| Q2 2018 | $2,401,000 | +3.6% | 14,767 | -1.2% | 0.35% | -0.9% |
| Q1 2018 | $2,318,000 | +1.5% | 14,950 | 0.0% | 0.35% | +3.5% |
| Q4 2017 | $2,284,000 | +6.5% | 14,950 | 0.0% | 0.34% | +1.2% |
| Q3 2017 | $2,144,000 | +1.4% | 14,950 | -3.3% | 0.34% | -2.6% |
| Q2 2017 | $2,115,000 | +2.6% | 15,455 | -1.4% | 0.34% | -1.1% |
| Q1 2017 | $2,062,000 | +8.0% | 15,678 | 0.0% | 0.35% | +7.4% |
| Q4 2016 | $1,909,000 | +0.1% | 15,678 | 0.0% | 0.32% | -6.9% |
| Q3 2016 | $1,907,000 | +6.1% | 15,678 | +1.7% | 0.35% | +8.4% |
| Q2 2016 | $1,797,000 | +0.6% | 15,410 | 0.0% | 0.32% | +0.6% |
| Q1 2016 | $1,786,000 | +0.1% | 15,410 | 0.0% | 0.32% | +6.3% |
| Q4 2015 | $1,784,000 | +3.4% | 15,410 | -3.8% | 0.30% | -1.6% |
| Q3 2015 | $1,726,000 | -1.7% | 16,013 | +3.9% | 0.30% | +6.6% |
| Q2 2015 | $1,755,000 | -0.1% | 15,410 | 0.0% | 0.29% | +13.9% |
| Q1 2015 | $1,756,000 | +2.1% | 15,410 | 0.0% | 0.25% | +1.6% |
| Q4 2014 | $1,720,000 | +4.5% | 15,410 | 0.0% | 0.25% | -1.2% |
| Q3 2014 | $1,646,000 | -2.0% | 15,410 | -3.4% | 0.25% | +29.5% |
| Q2 2014 | $1,679,000 | +10.4% | 15,960 | +4.8% | 0.19% | +3.8% |
| Q1 2014 | $1,521,000 | +13.1% | 15,233 | +11.9% | 0.19% | +0.5% |
| Q4 2013 | $1,345,000 | +8.7% | 13,618 | -1.6% | 0.18% | -10.2% |
| Q3 2013 | $1,237,000 | +21.2% | 13,846 | +13.9% | 0.21% | +13.2% |
| Q2 2013 | $1,021,000 | – | 12,153 | – | 0.18% | – |
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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% |