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 | $526,693,389 | +31.1% | 7,697,945 | +35.1% | 0.37% | +28.6% |
| Q2 2023 | $401,726,628 | +27.7% | 5,699,867 | +15.7% | 0.29% | +17.1% |
| Q1 2023 | $314,635,330 | +10.0% | 4,924,642 | +0.7% | 0.24% | 0.0% |
| Q4 2022 | $286,047,497 | +0.1% | 4,889,701 | -1.0% | 0.24% | -11.2% |
| Q3 2022 | $285,836,000 | -2.1% | 4,940,984 | +2.1% | 0.28% | -0.4% |
| Q2 2022 | $291,959,000 | -32.3% | 4,837,759 | -14.3% | 0.28% | -25.1% |
| Q1 2022 | $431,043,000 | -16.8% | 5,643,399 | -8.8% | 0.37% | -14.9% |
| Q4 2021 | $517,776,000 | +29.4% | 6,188,306 | +14.3% | 0.44% | +15.7% |
| Q3 2021 | $400,221,000 | +10.6% | 5,414,975 | +8.8% | 0.38% | +2.7% |
| Q2 2021 | $361,900,000 | +11.3% | 4,975,937 | -0.3% | 0.37% | -2.1% |
| Q1 2021 | $325,098,000 | -5.0% | 4,993,061 | -6.9% | 0.37% | -15.6% |
| Q4 2020 | $342,180,000 | +2.7% | 5,361,637 | +271.7% | 0.44% | -14.8% |
| Q3 2020 | $333,290,000 | -21.2% | 1,442,316 | -29.3% | 0.52% | -29.4% |
| Q2 2020 | $423,096,000 | +19.1% | 2,039,117 | -5.3% | 0.74% | -3.8% |
| Q1 2020 | $355,382,000 | -19.9% | 2,153,178 | -6.0% | 0.77% | -5.1% |
| Q4 2019 | $443,728,000 | +3.7% | 2,291,511 | -3.6% | 0.81% | -7.3% |
| Q3 2019 | $428,036,000 | +9.5% | 2,377,581 | +9.0% | 0.87% | +4.4% |
| Q2 2019 | $390,992,000 | +0.8% | 2,181,389 | -3.1% | 0.83% | -5.4% |
| Q1 2019 | $388,064,000 | +4.3% | 2,251,476 | -8.8% | 0.88% | -10.9% |
| Q4 2018 | $372,041,000 | -11.7% | 2,469,242 | +3.9% | 0.99% | -1.9% |
| Q3 2018 | $421,122,000 | +16.2% | 2,376,940 | +6.7% | 1.01% | +6.1% |
| Q2 2018 | $362,385,000 | +10.3% | 2,228,556 | +5.1% | 0.95% | +5.1% |
| Q1 2018 | $328,685,000 | +22.1% | 2,119,593 | +20.3% | 0.90% | +10.5% |
| Q4 2017 | $269,176,000 | +11.1% | 1,761,969 | +4.3% | 0.82% | -4.3% |
| Q3 2017 | $242,280,000 | +6.7% | 1,689,308 | +1.8% | 0.86% | -0.5% |
| Q2 2017 | $227,049,000 | +9902.2% | 1,659,111 | +9510.2% | 0.86% | +5633.3% |
| Q1 2017 | $2,270,000 | +4.0% | 17,264 | -3.0% | 0.02% | -11.8% |
| Q4 2016 | $2,183,000 | +15.7% | 17,804 | +14.0% | 0.02% | -5.6% |
| Q3 2016 | $1,887,000 | +2.8% | 15,616 | -0.2% | 0.02% | +20.0% |
| Q2 2016 | $1,835,000 | -99.4% | 15,652 | -99.4% | 0.02% | -98.1% |
| Q1 2016 | $283,940,000 | -7.8% | 2,455,377 | -9.2% | 0.79% | -7.5% |
| Q4 2015 | $308,085,000 | +181.3% | 2,703,212 | +175.6% | 0.85% | +41.6% |
| Q3 2015 | $109,508,000 | +6.1% | 980,725 | +8.8% | 0.60% | +15.3% |
| Q2 2015 | $103,178,000 | -13.5% | 901,198 | -14.3% | 0.52% | -14.3% |
| Q1 2015 | $119,338,000 | -5.1% | 1,052,085 | -6.6% | 0.61% | -11.3% |
| Q4 2014 | $125,689,000 | +24.3% | 1,126,249 | +17.1% | 0.69% | +14.1% |
| Q3 2014 | $101,135,000 | +13.6% | 961,448 | +13.6% | 0.60% | +16.4% |
| Q2 2014 | $89,003,000 | -45.8% | 846,115 | -48.6% | 0.52% | -48.7% |
| Q1 2014 | $164,240,000 | +117.2% | 1,645,034 | +114.8% | 1.01% | +113.8% |
| Q4 2013 | $75,613,000 | +17.1% | 765,705 | +7.6% | 0.47% | +9.8% |
| Q3 2013 | $64,578,000 | +9.3% | 711,919 | +1.2% | 0.43% | +1.2% |
| Q2 2013 | $59,108,000 | – | 703,577 | – | 0.42% | – |
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% |