ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,781,517 | -4.1% | 157,578 | -1.2% | 0.84% | -5.2% |
| Q2 2023 | $11,238,984 | +9.7% | 159,463 | -0.5% | 0.88% | +4.6% |
| Q1 2023 | $10,241,984 | +7.5% | 160,307 | -1.6% | 0.84% | -1.4% |
| Q4 2022 | $9,529,573 | +1.5% | 162,899 | +0.4% | 0.85% | -10.9% |
| Q3 2022 | $9,387,000 | -1.8% | 162,263 | +2.5% | 0.96% | +1.9% |
| Q2 2022 | $9,558,000 | -17.3% | 158,375 | +4.7% | 0.94% | -10.6% |
| Q1 2022 | $11,556,000 | -7.2% | 151,302 | +1.7% | 1.05% | -6.0% |
| Q4 2021 | $12,451,000 | +22.3% | 148,811 | -2.4% | 1.12% | -7.8% |
| Q3 2021 | $10,178,000 | -8.4% | 152,445 | -0.2% | 1.21% | +12.3% |
| Q2 2021 | $11,114,000 | +11.4% | 152,818 | -0.3% | 1.08% | +6.0% |
| Q1 2021 | $9,976,000 | +1.1% | 153,217 | -0.9% | 1.02% | -6.1% |
| Q4 2020 | $9,869,000 | +10.9% | 154,634 | +301.4% | 1.08% | -1.6% |
| Q3 2020 | $8,902,000 | +13.3% | 38,524 | +1.7% | 1.10% | +6.4% |
| Q2 2020 | $7,857,000 | +25.6% | 37,869 | -0.1% | 1.04% | +6.0% |
| Q1 2020 | $6,254,000 | -15.2% | 37,889 | -0.8% | 0.98% | -4.2% |
| Q4 2019 | $7,373,000 | +7.0% | 38,184 | -0.3% | 1.02% | +2.6% |
| Q3 2019 | $6,892,000 | +0.3% | 38,284 | -0.2% | 1.00% | -5.2% |
| Q2 2019 | $6,874,000 | +4.4% | 38,353 | +0.4% | 1.05% | +1.2% |
| Q1 2019 | $6,583,000 | +12.5% | 38,191 | -1.7% | 1.04% | +1.9% |
| Q4 2018 | $5,854,000 | -14.5% | 38,852 | +0.6% | 1.02% | -7.3% |
| Q3 2018 | $6,844,000 | +7.4% | 38,630 | -1.4% | 1.10% | +5.1% |
| Q2 2018 | $6,372,000 | +4.3% | 39,184 | -0.6% | 1.05% | +5.2% |
| Q1 2018 | $6,110,000 | +0.2% | 39,404 | -1.3% | 0.99% | +6.4% |
| Q4 2017 | $6,096,000 | +6.7% | 39,906 | +0.2% | 0.93% | 0.0% |
| Q3 2017 | $5,711,000 | +3.8% | 39,822 | -0.9% | 0.93% | +0.3% |
| Q2 2017 | $5,501,000 | +3.9% | 40,199 | -0.1% | 0.93% | +0.5% |
| Q1 2017 | $5,293,000 | +8.5% | 40,249 | +0.5% | 0.93% | +2.5% |
| Q4 2016 | $4,878,000 | +0.8% | 40,053 | +0.7% | 0.90% | +0.9% |
| Q3 2016 | $4,839,000 | +1.7% | 39,773 | -2.6% | 0.90% | -0.4% |
| Q2 2016 | $4,759,000 | -0.3% | 40,823 | -0.9% | 0.90% | -2.0% |
| Q1 2016 | $4,772,000 | -2.5% | 41,179 | -2.6% | 0.92% | -5.9% |
| Q4 2015 | $4,896,000 | +5.0% | 42,278 | -2.3% | 0.97% | +1.2% |
| Q3 2015 | $4,663,000 | -5.7% | 43,253 | -0.4% | 0.96% | -0.5% |
| Q2 2015 | $4,943,000 | -4.6% | 43,417 | -4.5% | 0.97% | 0.0% |
| Q1 2015 | $5,180,000 | -99.9% | 45,461 | +16.8% | 0.97% | +14.8% |
| Q4 2014 | $4,344,243,000 | +101023.0% | 38,927 | -3.2% | 0.84% | -1.8% |
| Q3 2014 | $4,296,000 | +2.2% | 40,221 | +0.7% | 0.86% | +1.1% |
| Q2 2014 | $4,203,000 | -99.9% | 39,953 | -7.2% | 0.85% | -3.5% |
| Q1 2014 | $4,296,860,000 | +97378.7% | 43,037 | -3.6% | 0.88% | -7.8% |
| Q4 2013 | $4,408,000 | -99.9% | 44,643 | -12.9% | 0.95% | -0.5% |
| Q3 2013 | $4,579,817,000 | -3.3% | 51,251 | -9.1% | 0.96% | -6.7% |
| Q2 2013 | $4,738,481,000 | – | 56,404 | – | 1.03% | – |
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% |