ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $307,290 | -2.9% | 4,491 | 0.0% | 0.03% | -3.0% |
| Q2 2023 | $316,542 | +10.3% | 4,491 | 0.0% | 0.03% | +6.5% |
| Q1 2023 | $286,945 | +9.2% | 4,491 | 0.0% | 0.03% | +6.9% |
| Q4 2022 | $262,737 | +2.6% | 4,491 | 0.0% | 0.03% | -3.3% |
| Q3 2022 | $256,000 | -5.5% | 4,491 | 0.0% | 0.03% | -3.2% |
| Q2 2022 | $271,000 | -56.8% | 4,491 | -45.3% | 0.03% | -50.0% |
| Q1 2022 | $627,000 | -14.0% | 8,213 | -5.7% | 0.06% | -12.7% |
| Q4 2021 | $729,000 | +13.2% | 8,714 | 0.0% | 0.07% | 0.0% |
| Q3 2021 | $644,000 | +1.6% | 8,714 | 0.0% | 0.07% | +1.4% |
| Q2 2021 | $634,000 | +11.8% | 8,714 | 0.0% | 0.07% | +6.1% |
| Q1 2021 | $567,000 | -28.5% | 8,714 | -29.9% | 0.07% | -34.7% |
| Q4 2020 | $793,000 | -0.9% | 12,430 | +258.9% | 0.10% | -8.2% |
| Q3 2020 | $800,000 | +11.4% | 3,463 | 0.0% | 0.11% | +7.8% |
| Q2 2020 | $718,000 | +8.8% | 3,463 | -13.4% | 0.10% | +3.0% |
| Q1 2020 | $660,000 | -19.7% | 3,998 | -5.9% | 0.10% | -2.0% |
| Q4 2019 | $822,000 | +7.5% | 4,247 | 0.0% | 0.10% | -2.9% |
| Q3 2019 | $765,000 | -2.7% | 4,247 | 0.0% | 0.10% | -2.8% |
| Q2 2019 | $786,000 | +7.4% | 4,247 | 0.0% | 0.11% | +0.9% |
| Q1 2019 | $732,000 | +14.4% | 4,247 | 0.0% | 0.11% | +1.9% |
| Q4 2018 | $640,000 | -7.6% | 4,247 | 0.0% | 0.10% | -2.8% |
| Q3 2018 | $693,000 | +0.3% | 4,247 | 0.0% | 0.11% | -4.5% |
| Q2 2018 | $691,000 | +4.9% | 4,247 | 0.0% | 0.11% | 0.0% |
| Q1 2018 | $659,000 | +1.5% | 4,247 | 0.0% | 0.11% | +3.7% |
| Q4 2017 | $649,000 | +6.6% | 4,247 | 0.0% | 0.11% | -9.2% |
| Q3 2017 | $609,000 | +4.8% | 4,247 | 0.0% | 0.12% | -0.8% |
| Q2 2017 | $581,000 | +3.9% | 4,247 | 0.0% | 0.12% | +6.2% |
| Q1 2017 | $559,000 | +8.1% | 4,247 | 0.0% | 0.11% | +2.7% |
| Q4 2016 | $517,000 | 0.0% | 4,247 | 0.0% | 0.11% | -2.7% |
| Q3 2016 | $517,000 | +4.4% | 4,247 | 0.0% | 0.11% | +1.8% |
| Q2 2016 | $495,000 | -5.0% | 4,247 | -5.6% | 0.11% | -3.5% |
| Q1 2016 | $521,000 | -17.4% | 4,497 | -17.5% | 0.12% | -20.1% |
| Q4 2015 | $631,000 | +7.5% | 5,451 | +0.0% | 0.14% | +1.4% |
| Q3 2015 | $587,000 | -5.5% | 5,450 | -0.1% | 0.14% | +2.2% |
| Q2 2015 | $621,000 | -59.3% | 5,458 | -59.2% | 0.14% | +13.0% |
| Q1 2015 | $1,525,000 | +150.4% | 13,383 | +145.2% | 0.12% | -8.9% |
| Q4 2014 | $609,000 | +4.5% | 5,459 | +0.0% | 0.14% | -26.2% |
| Q3 2014 | $583,000 | +1.6% | 5,458 | 0.0% | 0.18% | -7.6% |
| Q2 2014 | $574,000 | +5.3% | 5,458 | +0.1% | 0.20% | +7.6% |
| Q1 2014 | $545,000 | -4.2% | 5,454 | -5.3% | 0.18% | -6.1% |
| Q4 2013 | $569,000 | +17.3% | 5,757 | +6.0% | 0.20% | +1.0% |
| Q3 2013 | $485,000 | +6.4% | 5,429 | +0.0% | 0.19% | +6.6% |
| Q2 2013 | $456,000 | – | 5,428 | – | 0.18% | – |
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% |