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 | $1,635,170 | +164.6% | 23,899 | +172.5% | 0.01% | +250.0% |
| Q2 2023 | $618,039 | +488.8% | 8,769 | +433.7% | 0.00% | – |
| Q1 2023 | $104,971 | -30.0% | 1,643 | -35.9% | 0.00% | -100.0% |
| Q4 2022 | $149,877 | +52.9% | 2,562 | +50.5% | 0.00% | – |
| Q3 2022 | $98,000 | -25.2% | 1,702 | -21.7% | 0.00% | -100.0% |
| Q2 2022 | $131,000 | -81.0% | 2,173 | -75.9% | 0.00% | -66.7% |
| Q1 2022 | $688,000 | +330.0% | 9,009 | +370.2% | 0.00% | +200.0% |
| Q4 2021 | $160,000 | +97.5% | 1,916 | +73.9% | 0.00% | – |
| Q3 2021 | $81,000 | +1.2% | 1,102 | -0.3% | 0.00% | – |
| Q2 2021 | $80,000 | +150.0% | 1,105 | +125.1% | 0.00% | – |
| Q1 2021 | $32,000 | -65.6% | 491 | -66.1% | 0.00% | -100.0% |
| Q4 2020 | $93,000 | +165.7% | 1,450 | +138.5% | 0.00% | – |
| Q3 2020 | $35,000 | -67.0% | 608 | +19.0% | 0.00% | -100.0% |
| Q2 2020 | $106,000 | +430.0% | 511 | +325.8% | 0.00% | – |
| Q1 2020 | $20,000 | -35.5% | 120 | -25.5% | 0.00% | – |
| Q4 2019 | $31,000 | +40.9% | 161 | +34.2% | 0.00% | – |
| Q3 2019 | $22,000 | 0.0% | 120 | 0.0% | 0.00% | – |
| Q2 2019 | $22,000 | -62.7% | 120 | -65.0% | 0.00% | -100.0% |
| Q1 2019 | $59,000 | -99.7% | 343 | -99.7% | 0.00% | -99.4% |
| Q4 2018 | $17,376,000 | -21.3% | 115,322 | -7.5% | 0.17% | -16.4% |
| Q3 2018 | $22,085,000 | +23.0% | 124,655 | +12.9% | 0.20% | +14.2% |
| Q2 2018 | $17,950,000 | +16.9% | 110,385 | +11.4% | 0.18% | +10.7% |
| Q1 2018 | $15,359,000 | -10.9% | 99,048 | -12.2% | 0.16% | -10.7% |
| Q4 2017 | $17,234,000 | +18.1% | 112,810 | +10.9% | 0.18% | +7.2% |
| Q3 2017 | $14,589,000 | -7.7% | 101,725 | -11.9% | 0.17% | -16.6% |
| Q2 2017 | $15,804,000 | +34.4% | 115,484 | +29.2% | 0.20% | +29.2% |
| Q1 2017 | $11,756,000 | +12406.4% | 89,386 | +11448.6% | 0.15% | +15300.0% |
| Q4 2016 | $94,000 | -47.8% | 774 | -47.7% | 0.00% | -66.7% |
| Q3 2016 | $180,000 | -96.0% | 1,480 | -96.1% | 0.00% | -96.0% |
| Q2 2016 | $4,475,000 | +4764.1% | 38,388 | +4716.6% | 0.08% | +3650.0% |
| Q1 2016 | $92,000 | -86.0% | 797 | -86.0% | 0.00% | -83.3% |
| Q4 2015 | $657,000 | +390.3% | 5,676 | +354.1% | 0.01% | +1100.0% |
| Q3 2015 | $134,000 | +86.1% | 1,250 | +97.5% | 0.00% | 0.0% |
| Q2 2015 | $72,000 | -1.4% | 633 | -1.6% | 0.00% | -50.0% |
| Q1 2015 | $73,000 | 0.0% | 643 | -1.7% | 0.00% | 0.0% |
| Q4 2014 | $73,000 | +4.3% | 654 | +0.5% | 0.00% | 0.0% |
| Q3 2014 | $70,000 | -1.4% | 651 | -3.7% | 0.00% | 0.0% |
| Q2 2014 | $71,000 | +2.9% | 676 | -2.3% | 0.00% | 0.0% |
| Q1 2014 | $69,000 | 0.0% | 692 | -1.4% | 0.00% | 0.0% |
| Q4 2013 | $69,000 | +6.2% | 702 | -2.8% | 0.00% | 0.0% |
| Q3 2013 | $65,000 | – | 722 | – | 0.00% | – |
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% |