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 | $1,182,364 | -17.3% | 17,281 | -14.8% | 0.27% | -11.5% |
| Q2 2023 | $1,430,116 | +10.3% | 20,294 | 0.0% | 0.30% | +6.3% |
| Q1 2023 | $1,296,379 | +9.2% | 20,294 | 0.0% | 0.29% | +6.7% |
| Q4 2022 | $1,187,198 | +1.1% | 20,294 | 0.0% | 0.27% | -5.6% |
| Q3 2022 | $1,174,000 | -4.2% | 20,294 | 0.0% | 0.28% | +1.8% |
| Q2 2022 | $1,225,000 | -21.0% | 20,294 | +0.1% | 0.28% | -10.5% |
| Q1 2022 | $1,550,000 | -8.7% | 20,283 | 0.0% | 0.31% | -4.0% |
| Q4 2021 | $1,697,000 | +13.3% | 20,283 | +0.1% | 0.33% | +4.5% |
| Q3 2021 | $1,498,000 | +1.6% | 20,271 | +0.0% | 0.31% | +2.3% |
| Q2 2021 | $1,474,000 | +11.8% | 20,265 | +0.0% | 0.30% | +6.3% |
| Q1 2021 | $1,319,000 | -24.7% | 20,262 | -26.2% | 0.29% | -26.2% |
| Q4 2020 | $1,752,000 | +10.4% | 27,464 | +300.0% | 0.39% | +1.6% |
| Q3 2020 | $1,587,000 | +11.4% | 6,866 | 0.0% | 0.38% | +5.5% |
| Q2 2020 | $1,425,000 | +25.8% | 6,866 | 0.0% | 0.36% | +11.3% |
| Q1 2020 | $1,133,000 | -19.1% | 6,866 | -5.1% | 0.33% | -5.2% |
| Q4 2019 | $1,401,000 | +7.6% | 7,233 | 0.0% | 0.34% | -2.3% |
| Q3 2019 | $1,302,000 | -1.4% | 7,233 | -1.8% | 0.35% | -2.8% |
| Q2 2019 | $1,321,000 | +4.0% | 7,368 | 0.0% | 0.36% | +3.7% |
| Q1 2019 | $1,270,000 | -1.6% | 7,368 | -14.0% | 0.35% | -9.4% |
| Q4 2018 | $1,291,000 | -29.6% | 8,568 | -17.2% | 0.38% | -20.8% |
| Q3 2018 | $1,834,000 | +9.0% | 10,353 | 0.0% | 0.49% | +5.4% |
| Q2 2018 | $1,683,000 | +4.9% | 10,353 | 0.0% | 0.46% | +4.3% |
| Q1 2018 | $1,605,000 | +1.5% | 10,353 | 0.0% | 0.44% | +4.0% |
| Q4 2017 | $1,582,000 | +32.8% | 10,353 | +24.7% | 0.42% | +26.9% |
| Q3 2017 | $1,191,000 | +4.8% | 8,303 | 0.0% | 0.34% | +1.2% |
| Q2 2017 | $1,136,000 | -3.5% | 8,303 | -7.2% | 0.33% | -4.9% |
| Q1 2017 | $1,177,000 | +8.0% | 8,948 | 0.0% | 0.35% | +4.2% |
| Q4 2016 | $1,090,000 | -2.6% | 8,948 | -2.7% | 0.33% | -3.2% |
| Q3 2016 | $1,119,000 | -3.0% | 9,198 | -6.4% | 0.34% | -6.0% |
| Q2 2016 | $1,154,000 | +1.4% | 9,823 | 0.0% | 0.37% | +1.1% |
| Q1 2016 | $1,138,000 | 0.0% | 9,823 | 0.0% | 0.36% | -3.5% |
| Q4 2015 | $1,138,000 | +7.5% | 9,823 | 0.0% | 0.38% | +4.4% |
| Q3 2015 | $1,059,000 | -5.3% | 9,823 | 0.0% | 0.36% | -1.1% |
| Q2 2015 | $1,118,000 | -7.1% | 9,823 | -7.0% | 0.36% | -3.4% |
| Q1 2015 | $1,203,000 | +2.0% | 10,558 | -0.0% | 0.38% | +1.1% |
| Q4 2014 | $1,179,000 | +11.2% | 10,562 | +6.4% | 0.37% | +5.7% |
| Q3 2014 | $1,060,000 | +2.8% | 9,924 | 0.0% | 0.35% | +1.4% |
| Q2 2014 | $1,031,000 | +4.0% | 9,924 | 0.0% | 0.35% | +0.9% |
| Q1 2014 | $991,000 | +1.1% | 9,924 | 0.0% | 0.34% | -0.6% |
| Q4 2013 | $980,000 | +7.2% | 9,924 | -2.9% | 0.35% | +1.8% |
| Q3 2013 | $914,000 | +25.2% | 10,224 | +17.6% | 0.34% | +21.8% |
| Q2 2013 | $730,000 | – | 8,694 | – | 0.28% | – |
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% |