ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,873,826 | -3.7% | 42,003 | -0.8% | 0.15% | -2.7% |
| Q2 2023 | $2,985,202 | +9.1% | 42,355 | -1.1% | 0.15% | -3.2% |
| Q1 2023 | $2,737,253 | +9.0% | 42,843 | -0.2% | 0.16% | +3.3% |
| Q4 2022 | $2,512,152 | +0.5% | 42,943 | -0.6% | 0.15% | +2.0% |
| Q3 2022 | $2,499,000 | -1.2% | 43,206 | +3.1% | 0.15% | +0.7% |
| Q2 2022 | $2,529,000 | +0.0% | 41,904 | +26.6% | 0.15% | +23.7% |
| Q1 2022 | $2,528,000 | -10.8% | 33,102 | -2.3% | 0.12% | -11.9% |
| Q4 2021 | $2,835,000 | +13.4% | 33,879 | +0.2% | 0.13% | +3.9% |
| Q3 2021 | $2,499,000 | +0.2% | 33,807 | -1.4% | 0.13% | +0.8% |
| Q2 2021 | $2,494,000 | +12.1% | 34,294 | +0.4% | 0.13% | -3.0% |
| Q1 2021 | $2,224,000 | +4.0% | 34,159 | +1.9% | 0.13% | 0.0% |
| Q4 2020 | $2,139,000 | +8.2% | 33,511 | +291.8% | 0.13% | -3.6% |
| Q3 2020 | $1,977,000 | +19.0% | 8,554 | +6.8% | 0.14% | +1.5% |
| Q2 2020 | $1,662,000 | +23.0% | 8,012 | -2.1% | 0.14% | -4.9% |
| Q1 2020 | $1,351,000 | -5.1% | 8,183 | +11.4% | 0.14% | -7.2% |
| Q4 2019 | $1,423,000 | +6.4% | 7,348 | -1.0% | 0.15% | -1.9% |
| Q3 2019 | $1,337,000 | -11.3% | 7,424 | -11.7% | 0.16% | -11.4% |
| Q2 2019 | $1,507,000 | +43.3% | 8,406 | +37.7% | 0.18% | +38.6% |
| Q1 2019 | $1,052,000 | +15.5% | 6,103 | +1.0% | 0.13% | -3.1% |
| Q4 2018 | $911,000 | -41.3% | 6,044 | -31.1% | 0.13% | -31.4% |
| Q3 2018 | $1,553,000 | +41.4% | 8,767 | +29.9% | 0.19% | +35.5% |
| Q2 2018 | $1,098,000 | +24.2% | 6,751 | +18.5% | 0.14% | +15.6% |
| Q1 2018 | $884,000 | -5.7% | 5,698 | -7.1% | 0.12% | +7.0% |
| Q4 2017 | $937,000 | +4.8% | 6,132 | -1.6% | 0.11% | -0.9% |
| Q3 2017 | $894,000 | +59.6% | 6,231 | +52.3% | 0.12% | +45.6% |
| Q2 2017 | $560,000 | -1.1% | 4,090 | -5.0% | 0.08% | -42.3% |
| Q1 2017 | $566,000 | -99.8% | 4,305 | +71.0% | 0.14% | +18.1% |
| Q4 2016 | $306,696,000 | -70.1% | 2,518 | -70.1% | 0.12% | -30.1% |
| Q3 2016 | $1,025,857,000 | +96770.3% | 8,432 | -7.2% | 0.17% | -11.2% |
| Q2 2016 | $1,059,000 | -99.8% | 9,082 | +77.8% | 0.19% | +71.6% |
| Q1 2016 | $592,094,000 | +80676.8% | 5,109 | -19.2% | 0.11% | -23.8% |
| Q4 2015 | $733,000 | +39.9% | 6,326 | +30.1% | 0.14% | +27.7% |
| Q3 2015 | $524,000 | -19.5% | 4,861 | -14.9% | 0.11% | -24.8% |
| Q2 2015 | $651,000 | -6.9% | 5,713 | -6.9% | 0.15% | -5.7% |
| Q1 2015 | $699,000 | -12.2% | 6,135 | -14.0% | 0.16% | -13.2% |
| Q4 2014 | $796,000 | +33.3% | 7,132 | +27.6% | 0.18% | +35.8% |
| Q3 2014 | $597,000 | -9.4% | 5,589 | -10.8% | 0.13% | -10.1% |
| Q2 2014 | $659,000 | +5.8% | 6,263 | +0.4% | 0.15% | +1.4% |
| Q1 2014 | $623,000 | +0.2% | 6,239 | -0.9% | 0.15% | +3.5% |
| Q4 2013 | $622,000 | +7.1% | 6,294 | -3.2% | 0.14% | -6.6% |
| Q3 2013 | $581,000 | -5.2% | 6,500 | -11.0% | 0.15% | -17.4% |
| Q2 2013 | $613,000 | – | 7,302 | – | 0.18% | – |
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% |