ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,515,782 | -1.9% | 212,157 | +1.0% | 4.52% | +0.6% |
| Q2 2023 | $14,797,910 | +9.4% | 209,959 | -0.8% | 4.49% | +4.7% |
| Q1 2023 | $13,520,402 | +8.4% | 211,620 | -0.8% | 4.29% | +4.7% |
| Q4 2022 | $12,476,880 | -0.0% | 213,280 | -1.1% | 4.10% | -4.5% |
| Q3 2022 | $12,481,000 | -6.2% | 215,749 | -2.2% | 4.29% | -0.8% |
| Q2 2022 | $13,309,000 | -21.5% | 220,538 | -0.7% | 4.32% | -9.3% |
| Q1 2022 | $16,963,000 | -52.1% | 222,084 | -50.6% | 4.77% | -3.1% |
| Q4 2021 | $35,435,000 | +111.0% | 450,014 | +98.1% | 4.92% | +1.8% |
| Q3 2021 | $16,794,000 | -1.2% | 227,218 | -2.8% | 4.83% | -0.8% |
| Q2 2021 | $17,003,000 | +9.5% | 233,785 | -2.0% | 4.87% | +4.2% |
| Q1 2021 | $15,533,000 | -0.1% | 238,560 | -2.1% | 4.67% | -6.7% |
| Q4 2020 | $15,546,000 | +7.6% | 243,591 | +289.7% | 5.01% | -3.4% |
| Q3 2020 | $14,443,000 | +8.6% | 62,502 | -2.5% | 5.18% | +6.9% |
| Q2 2020 | $13,302,000 | +24.8% | 64,111 | -0.7% | 4.85% | +8.5% |
| Q1 2020 | $10,659,000 | -10.8% | 64,578 | +4.6% | 4.47% | +6.1% |
| Q4 2019 | $11,950,000 | +5.7% | 61,714 | -1.7% | 4.21% | +1.7% |
| Q3 2019 | $11,304,000 | +1.0% | 62,787 | +0.6% | 4.14% | 0.0% |
| Q2 2019 | $11,189,000 | +3.2% | 62,422 | -0.8% | 4.14% | +0.5% |
| Q1 2019 | $10,844,000 | +13.0% | 62,912 | -1.2% | 4.12% | +1.9% |
| Q4 2018 | $9,596,000 | -37.9% | 63,687 | -26.9% | 4.05% | -25.9% |
| Q3 2018 | $15,444,000 | +7.1% | 87,169 | -1.7% | 5.46% | +4.5% |
| Q2 2018 | $14,426,000 | +2.3% | 88,714 | -2.5% | 5.22% | +1.6% |
| Q1 2018 | $14,107,000 | +31.8% | 90,975 | +29.8% | 5.14% | +32.5% |
| Q4 2017 | $10,707,000 | +4.1% | 70,088 | -2.3% | 3.88% | -0.5% |
| Q3 2017 | $10,288,000 | +1.8% | 71,736 | -2.9% | 3.90% | -2.3% |
| Q2 2017 | $10,107,000 | +2.9% | 73,851 | -1.1% | 3.99% | +1.3% |
| Q1 2017 | $9,819,000 | +6.7% | 74,655 | -1.2% | 3.94% | +5.1% |
| Q4 2016 | $9,199,000 | +0.8% | 75,534 | +0.7% | 3.75% | +3.1% |
| Q3 2016 | $9,130,000 | +3.2% | 75,045 | -1.1% | 3.64% | +3.0% |
| Q2 2016 | $8,844,000 | -26.6% | 75,861 | -27.0% | 3.53% | -26.6% |
| Q1 2016 | $12,044,000 | -4.8% | 103,928 | -4.9% | 4.81% | -3.9% |
| Q4 2015 | $12,651,000 | +6.2% | 109,250 | -1.1% | 5.00% | +4.2% |
| Q3 2015 | $11,912,000 | -6.4% | 110,503 | -1.2% | 4.80% | +1.1% |
| Q2 2015 | $12,730,000 | +1.6% | 111,801 | +1.7% | 4.75% | +1.1% |
| Q1 2015 | $12,529,000 | -0.5% | 109,949 | -2.6% | 4.70% | -4.7% |
| Q4 2014 | $12,596,000 | -4.1% | 112,869 | -8.2% | 4.93% | -2.6% |
| Q3 2014 | $13,128,000 | -1.8% | 122,894 | -3.3% | 5.06% | +0.2% |
| Q2 2014 | $13,369,000 | +5.7% | 127,097 | +0.3% | 5.06% | +2.0% |
| Q1 2014 | $12,648,000 | -0.6% | 126,683 | -1.7% | 4.96% | -2.6% |
| Q4 2013 | $12,723,000 | +8.7% | 128,837 | -1.6% | 5.09% | -10.2% |
| Q3 2013 | $11,702,000 | – | 130,956 | – | 5.67% | – |
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% |