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 | $1,708,242 | -13.2% | 24,967 | -10.6% | 0.07% | -18.3% |
| Q2 2023 | $1,967,661 | -5.7% | 27,918 | -14.5% | 0.08% | -18.8% |
| Q1 2023 | $2,086,072 | -98.8% | 32,651 | -98.9% | 0.10% | -99.1% |
| Q4 2022 | $180,375,156 | +6215.7% | 3,083,336 | +6144.4% | 10.88% | +5687.8% |
| Q3 2022 | $2,856,000 | +42.6% | 49,378 | +48.8% | 0.19% | +54.1% |
| Q2 2022 | $2,003,000 | -21.8% | 33,189 | -1.0% | 0.12% | -10.3% |
| Q1 2022 | $2,561,000 | -8.7% | 33,529 | 0.0% | 0.14% | -17.1% |
| Q4 2021 | $2,805,000 | +11.1% | 33,529 | -1.8% | 0.16% | +1.9% |
| Q3 2021 | $2,524,000 | +1.4% | 34,159 | -0.2% | 0.16% | +6.6% |
| Q2 2021 | $2,489,000 | +8.6% | 34,219 | -2.8% | 0.15% | +6.3% |
| Q1 2021 | $2,292,000 | +41.2% | 35,204 | +38.4% | 0.14% | +43.4% |
| Q4 2020 | $1,623,000 | +5.7% | 25,436 | +282.8% | 0.10% | 0.0% |
| Q3 2020 | $1,535,000 | +8.8% | 6,645 | -2.3% | 0.10% | -2.9% |
| Q2 2020 | $1,411,000 | +22.6% | 6,800 | -2.5% | 0.10% | +10.9% |
| Q1 2020 | $1,151,000 | -14.7% | 6,973 | 0.0% | 0.09% | +12.2% |
| Q4 2019 | $1,350,000 | +7.6% | 6,973 | 0.0% | 0.08% | +5.1% |
| Q3 2019 | $1,255,000 | +0.4% | 6,973 | 0.0% | 0.08% | +4.0% |
| Q2 2019 | $1,250,000 | +7.1% | 6,973 | +3.0% | 0.08% | +8.7% |
| Q1 2019 | $1,167,000 | +87.9% | 6,773 | +64.3% | 0.07% | +72.5% |
| Q4 2018 | $621,000 | -44.3% | 4,123 | -39.9% | 0.04% | -38.5% |
| Q2 2018 | $1,115,000 | -99.9% | 6,858 | -0.4% | 0.06% | +14.0% |
| Q1 2018 | $1,068,123,000 | +1.5% | 6,888 | 0.0% | 0.06% | +5.6% |
| Q4 2017 | $1,052,280,000 | +6.4% | 6,888 | -0.1% | 0.05% | +1.9% |
| Q3 2017 | $989,311,000 | +4.8% | 6,898 | 0.0% | 0.05% | 0.0% |
| Q2 2017 | $943,992,000 | +1.8% | 6,898 | -2.1% | 0.05% | -1.9% |
| Q1 2017 | $926,953,000 | +8.0% | 7,048 | 0.0% | 0.05% | 0.0% |
| Q4 2016 | $858,376,000 | -2.5% | 7,048 | -2.6% | 0.05% | -6.9% |
| Q3 2016 | $880,575,000 | +4.4% | 7,238 | 0.0% | 0.06% | -1.7% |
| Q2 2016 | $843,806,000 | -1.9% | 7,238 | -2.5% | 0.06% | 0.0% |
| Q1 2016 | $860,484,000 | +142.3% | 7,425 | +133.3% | 0.06% | +126.9% |
| Q4 2015 | $355,111,000 | -55.8% | 3,182 | -57.3% | 0.03% | -52.7% |
| Q3 2015 | $803,110,000 | +126.3% | 7,450 | +139.0% | 0.06% | +175.0% |
| Q2 2015 | $354,902,000 | -0.1% | 3,117 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $355,183,000 | -45.4% | 3,117 | -46.6% | 0.02% | -47.4% |
| Q4 2014 | $650,851,000 | +91.5% | 5,832 | +83.3% | 0.04% | +81.0% |
| Q3 2014 | $339,901,000 | +21.9% | 3,182 | +20.1% | 0.02% | +31.2% |
| Q2 2014 | $278,754,000 | +5.4% | 2,650 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $264,576,000 | – | 2,650 | – | 0.02% | – |
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% |