ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,270 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,350,780 | -2.7% | 262,980 | -1.8% | 1.12% | +1.3% |
| Q2 2023 | $18,852,127 | +3.6% | 267,900 | -5.9% | 1.10% | -4.8% |
| Q1 2023 | $18,197,327 | +7.0% | 284,823 | -2.1% | 1.16% | +0.5% |
| Q4 2022 | $17,012,804 | -0.6% | 290,817 | -1.7% | 1.15% | -12.4% |
| Q3 2022 | $17,112,000 | -4.1% | 295,805 | +0.0% | 1.31% | -1.1% |
| Q2 2022 | $17,849,000 | -22.0% | 295,756 | -1.2% | 1.33% | -11.8% |
| Q1 2022 | $22,869,000 | -9.0% | 299,414 | -0.3% | 1.50% | -15.6% |
| Q4 2021 | $25,128,000 | +11.4% | 300,325 | -1.6% | 1.78% | -0.2% |
| Q3 2021 | $22,550,000 | -1.6% | 305,101 | -3.2% | 1.79% | -3.2% |
| Q2 2021 | $22,923,000 | +11.2% | 315,175 | -0.5% | 1.85% | +3.1% |
| Q1 2021 | $20,619,000 | +3.3% | 316,684 | +1.3% | 1.79% | -5.7% |
| Q4 2020 | $19,954,000 | +9.2% | 312,668 | +295.6% | 1.90% | -8.0% |
| Q3 2020 | $18,265,000 | +10.7% | 79,042 | -0.6% | 2.06% | +0.8% |
| Q2 2020 | $16,495,000 | +26.5% | 79,499 | +0.6% | 2.05% | +4.4% |
| Q1 2020 | $13,044,000 | -17.0% | 79,032 | -2.7% | 1.96% | +16.2% |
| Q4 2019 | $15,722,000 | +5.4% | 81,192 | -2.0% | 1.69% | -9.1% |
| Q3 2019 | $14,922,000 | -0.4% | 82,888 | -0.9% | 1.86% | +1.7% |
| Q2 2019 | $14,985,000 | +2.7% | 83,605 | -1.3% | 1.82% | -3.0% |
| Q1 2019 | $14,594,000 | +12.4% | 84,672 | -1.8% | 1.88% | -3.8% |
| Q4 2018 | $12,987,000 | -15.9% | 86,192 | -1.2% | 1.96% | -5.3% |
| Q3 2018 | $15,450,000 | +4.8% | 87,205 | -3.8% | 2.06% | -0.4% |
| Q2 2018 | $14,747,000 | +3.7% | 90,690 | -1.1% | 2.07% | +2.9% |
| Q1 2018 | $14,221,000 | -0.3% | 91,708 | -1.8% | 2.02% | -0.5% |
| Q4 2017 | $14,261,000 | +4.0% | 93,350 | -2.3% | 2.03% | -2.5% |
| Q3 2017 | $13,709,000 | +3.6% | 95,586 | -1.2% | 2.08% | -0.9% |
| Q2 2017 | $13,234,000 | +1.3% | 96,705 | -2.6% | 2.10% | -6.4% |
| Q1 2017 | $13,064,000 | +7.1% | 99,332 | -0.8% | 2.24% | -1.5% |
| Q4 2016 | $12,196,000 | +0.6% | 100,137 | +0.5% | 2.28% | -8.0% |
| Q3 2016 | $12,119,000 | +3.4% | 99,615 | -0.9% | 2.48% | -2.1% |
| Q2 2016 | $11,717,000 | -1.6% | 100,510 | -2.1% | 2.53% | -6.2% |
| Q1 2016 | $11,902,000 | -1.0% | 102,705 | -1.0% | 2.70% | -7.2% |
| Q4 2015 | $12,018,000 | +7.3% | 103,780 | -0.1% | 2.90% | +0.3% |
| Q3 2015 | $11,196,000 | -8.0% | 103,863 | -0.5% | 2.89% | -3.7% |
| Q2 2015 | $12,165,000 | -1.8% | 104,357 | -4.0% | 3.00% | -7.5% |
| Q1 2015 | $12,393,000 | -0.4% | 108,761 | -2.5% | 3.24% | -5.3% |
| Q4 2014 | $12,448,000 | -0.0% | 111,540 | -4.3% | 3.43% | -6.6% |
| Q3 2014 | $12,450,000 | +2.2% | 116,551 | +0.7% | 3.67% | +2.1% |
| Q2 2014 | $12,178,000 | +5.6% | 115,769 | +0.3% | 3.59% | -2.3% |
| Q1 2014 | $11,527,000 | -1.3% | 115,458 | -2.4% | 3.68% | -4.5% |
| Q4 2013 | $11,677,000 | +11.1% | 118,253 | +0.5% | 3.85% | +0.8% |
| Q3 2013 | $10,511,000 | +7.9% | 117,621 | +1.4% | 3.82% | -1.7% |
| Q2 2013 | $9,744,000 | – | 115,982 | – | 3.89% | – |
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% |