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 | $9,538,855 | +47.6% | 138,965 | +51.5% | 0.26% | +77.9% |
| Q2 2023 | $6,462,869 | +9.7% | 91,698 | -0.6% | 0.14% | -7.6% |
| Q1 2023 | $5,891,698 | +2.5% | 92,216 | -6.2% | 0.16% | -2.5% |
| Q4 2022 | $5,749,565 | +5.6% | 98,283 | +4.4% | 0.16% | -2.4% |
| Q3 2022 | $5,447,000 | +28.9% | 94,153 | +34.5% | 0.16% | -7.3% |
| Q2 2022 | $4,225,000 | -72.3% | 69,997 | -64.9% | 0.18% | -64.3% |
| Q1 2022 | $15,230,000 | +65.3% | 199,391 | +81.1% | 0.50% | +88.3% |
| Q4 2021 | $9,215,000 | +33.6% | 110,126 | +18.0% | 0.26% | +21.0% |
| Q3 2021 | $6,896,000 | +4.7% | 93,291 | +3.0% | 0.22% | +2.3% |
| Q2 2021 | $6,589,000 | +21.4% | 90,591 | +8.7% | 0.21% | +11.5% |
| Q1 2021 | $5,429,000 | +17.0% | 83,377 | +14.7% | 0.19% | -22.6% |
| Q4 2020 | $4,640,000 | -27.6% | 72,692 | +157.3% | 0.25% | -27.5% |
| Q3 2020 | $6,410,000 | +31.6% | 28,248 | +20.4% | 0.34% | +5.2% |
| Q2 2020 | $4,870,000 | +19.5% | 23,469 | -4.9% | 0.32% | -6.6% |
| Q1 2020 | $4,075,000 | +39.9% | 24,688 | +64.2% | 0.35% | +40.3% |
| Q4 2019 | $2,913,000 | +37.9% | 15,039 | +28.1% | 0.25% | +19.2% |
| Q3 2019 | $2,113,000 | +30.4% | 11,736 | +29.9% | 0.21% | +16.9% |
| Q2 2019 | $1,621,000 | +20.0% | 9,034 | +15.2% | 0.18% | +5.3% |
| Q1 2019 | $1,351,000 | -4.6% | 7,841 | -16.6% | 0.17% | -16.3% |
| Q4 2018 | $1,416,000 | -22.5% | 9,398 | -8.8% | 0.20% | -6.9% |
| Q3 2018 | $1,827,000 | +0.2% | 10,301 | -8.1% | 0.22% | -10.0% |
| Q2 2018 | $1,823,000 | -48.1% | 11,208 | -50.5% | 0.24% | -50.9% |
| Q1 2018 | $3,510,000 | +110.3% | 22,633 | +107.3% | 0.49% | +117.3% |
| Q4 2017 | $1,669,000 | -60.8% | 10,917 | -63.2% | 0.23% | -68.0% |
| Q3 2017 | $4,257,000 | +83.6% | 29,676 | +75.2% | 0.71% | +67.9% |
| Q2 2017 | $2,319,000 | +44.6% | 16,940 | +38.9% | 0.42% | +31.6% |
| Q1 2017 | $1,604,000 | +73.0% | 12,194 | +60.4% | 0.32% | +70.2% |
| Q4 2016 | $927,000 | -24.8% | 7,603 | -24.8% | 0.19% | -22.3% |
| Q3 2016 | $1,232,000 | +13.9% | 10,117 | +9.1% | 0.24% | +11.5% |
| Q2 2016 | $1,082,000 | +24.8% | 9,275 | +23.9% | 0.22% | +8.0% |
| Q1 2016 | $867,000 | -2.8% | 7,483 | -2.8% | 0.20% | +11.0% |
| Q4 2015 | $892,000 | +82.4% | 7,698 | +69.9% | 0.18% | +54.7% |
| Q3 2015 | $489,000 | +18.4% | 4,532 | +25.2% | 0.12% | +13.6% |
| Q2 2015 | $413,000 | -5.9% | 3,621 | -5.9% | 0.10% | -3.7% |
| Q1 2015 | $439,000 | +25.1% | 3,850 | +22.3% | 0.11% | +1428.6% |
| Q4 2014 | $351,000 | -47.9% | 3,149 | -50.0% | 0.01% | -93.2% |
| Q3 2014 | $674,000 | -99.8% | 6,302 | +4.5% | 0.10% | +39.2% |
| Q2 2014 | $315,784,000 | +105867.8% | 6,028 | +102.1% | 0.07% | -17.8% |
| Q1 2014 | $298,000 | +0.7% | 2,983 | -0.4% | 0.09% | -5.3% |
| Q4 2013 | $296,000 | +10.4% | 2,995 | -0.0% | 0.10% | +3.3% |
| Q3 2013 | $268,000 | -49.5% | 2,996 | -52.6% | 0.09% | -48.9% |
| Q2 2013 | $531,000 | – | 6,317 | – | 0.18% | – |
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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% |