ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,184 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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $38,820,747 | +1.7% | 516,921 | -7.3% | 0.54% | -9.7% |
Q3 2023 | $38,168,453 | -0.7% | 557,855 | +2.3% | 0.60% | -1.7% |
Q2 2023 | $38,428,144 | +12.1% | 545,235 | +1.6% | 0.61% | +6.1% |
Q1 2023 | $34,290,804 | +9.4% | 536,716 | +0.1% | 0.57% | +0.5% |
Q4 2022 | $31,351,898 | +132.9% | 535,930 | +130.4% | 0.57% | +59.6% |
Q3 2022 | $13,459,000 | +0.1% | 232,654 | +4.4% | 0.36% | +16.3% |
Q2 2022 | $13,445,000 | -19.2% | 222,781 | +2.2% | 0.31% | -7.8% |
Q1 2022 | $16,643,000 | -3.7% | 217,901 | +5.5% | 0.33% | -5.1% |
Q4 2021 | $17,278,000 | +5.0% | 206,497 | -7.2% | 0.35% | +9.4% |
Q3 2021 | $16,450,000 | +5.6% | 222,565 | +3.9% | 0.32% | -13.3% |
Q2 2021 | $15,579,000 | +10.9% | 214,203 | -0.7% | 0.37% | -4.4% |
Q1 2021 | $14,050,000 | -6.4% | 215,787 | -8.3% | 0.39% | -19.8% |
Q4 2020 | $15,017,000 | +46.5% | 235,309 | +430.3% | 0.48% | +24.6% |
Q3 2020 | $10,253,000 | +12.0% | 44,370 | +0.5% | 0.39% | -1.0% |
Q2 2020 | $9,157,000 | +35.7% | 44,131 | +7.9% | 0.39% | +7.7% |
Q1 2020 | $6,750,000 | -12.7% | 40,898 | +2.6% | 0.36% | +9.7% |
Q4 2019 | $7,733,000 | +118.1% | 39,881 | +102.7% | 0.33% | +110.2% |
Q3 2019 | $3,545,000 | -0.6% | 19,676 | -1.0% | 0.16% | -1.3% |
Q2 2019 | $3,568,000 | +3.0% | 19,882 | -1.0% | 0.16% | -7.6% |
Q1 2019 | $3,463,000 | +22.2% | 20,077 | +6.8% | 0.17% | +3.6% |
Q4 2018 | $2,835,000 | -33.5% | 18,806 | -21.8% | 0.17% | -20.6% |
Q3 2018 | $4,263,000 | +34.3% | 24,043 | +23.3% | 0.21% | +14.2% |
Q2 2018 | $3,174,000 | -17.2% | 19,500 | -21.1% | 0.18% | -20.8% |
Q1 2018 | $3,834,000 | -1.5% | 24,708 | -2.8% | 0.23% | -2.5% |
Q4 2017 | $3,892,000 | +7.5% | 25,432 | +0.6% | 0.24% | +8.7% |
Q3 2017 | $3,622,000 | +9.5% | 25,284 | +4.7% | 0.22% | +5.3% |
Q2 2017 | $3,307,000 | +21.8% | 24,154 | +17.0% | 0.21% | +14.4% |
Q1 2017 | $2,714,000 | +26.1% | 20,653 | +16.8% | 0.18% | +11.7% |
Q4 2016 | $2,153,000 | +1.8% | 17,678 | +1.6% | 0.16% | 0.0% |
Q3 2016 | $2,114,000 | -9.7% | 17,396 | -13.5% | 0.16% | -11.0% |
Q2 2016 | $2,341,000 | +3.9% | 20,108 | +3.5% | 0.18% | -3.2% |
Q1 2016 | $2,253,000 | -24.9% | 19,435 | -24.9% | 0.19% | -26.0% |
Q4 2015 | $3,000,000 | +33.8% | 25,872 | +24.5% | 0.25% | +19.2% |
Q3 2015 | $2,242,000 | -8.6% | 20,779 | -3.7% | 0.21% | +1.9% |
Q2 2015 | $2,454,000 | -1.7% | 21,580 | -1.7% | 0.21% | -9.1% |
Q1 2015 | $2,497,000 | -19.9% | 21,963 | -21.3% | 0.23% | -24.1% |
Q4 2014 | $3,116,000 | +29.8% | 27,913 | +24.2% | 0.30% | +65.6% |
Q3 2014 | $2,401,000 | +5.2% | 22,476 | +3.7% | 0.18% | -28.5% |
Q2 2014 | $2,282,000 | +50.6% | 21,676 | +43.0% | 0.26% | +23.1% |
Q1 2014 | $1,515,000 | +21.4% | 15,157 | +20.0% | 0.21% | +12.4% |
Q4 2013 | $1,248,000 | +10.2% | 12,630 | -0.4% | 0.18% | -8.4% |
Q3 2013 | $1,133,000 | +8.1% | 12,677 | +1.3% | 0.20% | -7.8% |
Q2 2013 | $1,048,000 | – | 12,514 | – | 0.22% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stegner Investment Associates Inc. | 681,426 | $41,124,000 | 39.50% |
Sterling Investment Counsel, LLC | 333,025 | $20,098,000 | 15.34% |
Hedeker Wealth, LLC | 692,165 | $44,164,000 | 15.24% |
TRIAD FINANCIAL ADVISORS, INC. | 414,562 | $25,019,000 | 13.86% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 377,748 | $22,797,000 | 12.11% |
Praetorian Wealth Management, Inc. | 533,479 | $32,195,000 | 11.82% |
Powell Investment Advisors, LLC | 315,616 | $19,047,000 | 11.55% |
Salomon & Ludwin, LLC | 1,225,889 | $73,982,000 | 11.44% |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 131,729 | $7,950,000 | 10.69% |
ShoreHaven Wealth Partners, LLC | 216,518 | $13,066,000 | 9.38% |