ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,188 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,339,228 | -55.6% | 268,039 | -54.3% | 0.00% | -62.5% |
| Q2 2023 | $41,332,784 | +378.5% | 586,447 | +333.8% | 0.01% | +300.0% |
| Q1 2023 | $8,637,928 | -3.8% | 135,200 | -11.9% | 0.00% | 0.0% |
| Q4 2022 | $8,980,921 | -62.8% | 153,520 | -63.2% | 0.00% | -66.7% |
| Q3 2022 | $24,120,000 | +78.6% | 416,948 | +86.3% | 0.01% | +50.0% |
| Q2 2022 | $13,507,000 | +11.9% | 223,800 | +41.6% | 0.00% | +100.0% |
| Q1 2022 | $12,068,000 | -49.5% | 157,998 | -44.7% | 0.00% | – |
| Q4 2021 | $23,908,000 | +92.8% | 285,742 | +70.3% | 0.00% | -100.0% |
| Q3 2021 | $12,399,000 | -3.1% | 167,756 | -4.6% | 0.00% | +100.0% |
| Q2 2021 | $12,791,000 | -29.6% | 175,864 | -37.0% | 0.00% | -66.7% |
| Q1 2021 | $18,167,000 | -6.4% | 279,010 | -8.3% | 0.00% | +50.0% |
| Q4 2020 | $19,416,000 | -24.9% | 304,230 | +171.9% | 0.00% | -66.7% |
| Q3 2020 | $25,853,000 | -16.8% | 111,883 | -25.3% | 0.01% | -14.3% |
| Q2 2020 | $31,086,000 | +4.5% | 149,818 | -16.9% | 0.01% | -30.0% |
| Q1 2020 | $29,761,000 | +70.3% | 180,313 | +99.8% | 0.01% | +100.0% |
| Q4 2019 | $17,472,000 | -29.0% | 90,231 | -34.0% | 0.01% | -37.5% |
| Q3 2019 | $24,620,000 | -63.2% | 136,758 | -63.3% | 0.01% | 0.0% |
| Q2 2019 | $66,864,000 | +897.8% | 373,041 | +859.3% | 0.01% | +166.7% |
| Q1 2019 | $6,701,000 | -45.4% | 38,885 | -52.2% | 0.00% | -40.0% |
| Q4 2018 | $12,267,000 | +38.5% | 81,418 | +62.8% | 0.01% | +66.7% |
| Q3 2018 | $8,859,000 | +46.0% | 50,000 | +34.0% | 0.00% | +200.0% |
| Q2 2018 | $6,066,000 | -10.3% | 37,301 | -14.5% | 0.00% | -50.0% |
| Q1 2018 | $6,763,000 | +41.9% | 43,608 | +39.8% | 0.00% | +100.0% |
| Q4 2017 | $4,766,000 | -42.8% | 31,200 | -46.3% | 0.00% | -75.0% |
| Q3 2017 | $8,328,000 | -78.7% | 58,071 | -79.7% | 0.00% | -77.8% |
| Q2 2017 | $39,073,000 | +146.1% | 285,510 | +136.5% | 0.02% | +100.0% |
| Q1 2017 | $15,876,000 | +86.4% | 120,709 | +72.6% | 0.01% | +80.0% |
| Q4 2016 | $8,516,000 | -37.6% | 69,925 | -37.7% | 0.01% | -28.6% |
| Q3 2016 | $13,657,000 | +66.1% | 112,251 | +59.2% | 0.01% | +75.0% |
| Q2 2016 | $8,222,000 | -72.5% | 70,521 | -72.6% | 0.00% | -73.3% |
| Q1 2016 | $29,853,000 | +173.9% | 257,601 | +173.7% | 0.02% | +200.0% |
| Q4 2015 | $10,898,000 | +262.4% | 94,115 | +237.3% | 0.01% | +400.0% |
| Q3 2015 | $3,007,000 | -31.5% | 27,900 | -27.6% | 0.00% | -50.0% |
| Q2 2015 | $4,387,000 | +11.3% | 38,533 | +11.4% | 0.00% | +100.0% |
| Q1 2015 | $3,942,000 | -59.9% | 34,600 | -60.7% | 0.00% | -66.7% |
| Q4 2014 | $9,837,000 | +102.8% | 88,148 | +94.1% | 0.00% | +200.0% |
| Q3 2014 | $4,851,000 | -59.0% | 45,416 | -59.7% | 0.00% | -80.0% |
| Q2 2014 | $11,841,000 | +392.3% | 112,577 | +367.5% | 0.01% | – |
| Q1 2014 | $2,405,000 | -31.3% | 24,082 | -32.1% | 0.00% | -100.0% |
| Q4 2013 | $3,501,000 | +5.3% | 35,460 | -4.7% | 0.00% | -50.0% |
| Q3 2013 | $3,324,000 | -49.4% | 37,200 | -52.4% | 0.00% | -50.0% |
| Q2 2013 | $6,566,000 | – | 78,153 | – | 0.00% | – |
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% |