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 | $4,259,760 | -2.4% | 62,259 | +0.6% | 0.18% | +3.4% |
| Q2 2023 | $4,363,980 | +3.7% | 61,918 | -6.0% | 0.18% | -0.6% |
| Q1 2023 | $4,209,903 | +8.4% | 65,893 | -0.8% | 0.18% | +2.9% |
| Q4 2022 | $3,885,160 | +15.2% | 66,413 | +13.9% | 0.18% | +8.0% |
| Q3 2022 | $3,372,000 | -8.7% | 58,294 | -4.8% | 0.16% | -0.6% |
| Q2 2022 | $3,695,000 | -24.8% | 61,220 | -4.8% | 0.16% | -16.0% |
| Q1 2022 | $4,913,000 | -18.8% | 64,327 | -11.1% | 0.19% | -15.3% |
| Q4 2021 | $6,051,000 | +38.2% | 72,322 | +22.1% | 0.23% | +23.8% |
| Q3 2021 | $4,377,000 | +3.5% | 59,224 | +1.9% | 0.18% | +7.6% |
| Q2 2021 | $4,227,000 | +17.6% | 58,117 | +5.3% | 0.17% | +13.2% |
| Q1 2021 | $3,593,000 | +23.1% | 55,189 | +20.7% | 0.15% | +16.9% |
| Q4 2020 | $2,919,000 | +5.4% | 45,741 | +281.8% | 0.13% | -3.0% |
| Q3 2020 | $2,769,000 | +14.8% | 11,981 | +3.0% | 0.13% | +0.8% |
| Q2 2020 | $2,413,000 | +23.1% | 11,631 | -2.1% | 0.13% | +8.1% |
| Q1 2020 | $1,960,000 | -18.9% | 11,878 | -4.9% | 0.12% | +1.7% |
| Q4 2019 | $2,418,000 | +8.2% | 12,487 | +0.6% | 0.12% | +1.7% |
| Q3 2019 | $2,235,000 | -11.3% | 12,413 | -11.7% | 0.12% | -15.0% |
| Q2 2019 | $2,519,000 | -26.9% | 14,053 | -29.7% | 0.14% | -30.0% |
| Q1 2019 | $3,446,000 | +7.1% | 19,993 | -6.4% | 0.20% | -8.3% |
| Q4 2018 | $3,217,000 | -23.7% | 21,349 | -10.3% | 0.22% | -15.2% |
| Q3 2018 | $4,216,000 | +16.4% | 23,794 | +6.8% | 0.26% | +16.8% |
| Q2 2018 | $3,622,000 | +0.2% | 22,273 | -4.4% | 0.22% | -4.3% |
| Q1 2018 | $3,614,000 | -2.1% | 23,308 | -3.6% | 0.23% | -2.1% |
| Q4 2017 | $3,693,000 | -2.5% | 24,175 | -8.4% | 0.24% | -7.1% |
| Q3 2017 | $3,786,000 | -0.2% | 26,397 | -4.8% | 0.25% | -7.0% |
| Q2 2017 | $3,794,000 | +4.5% | 27,724 | +0.4% | 0.27% | +2.3% |
| Q1 2017 | $3,631,000 | +8.7% | 27,607 | +0.7% | 0.27% | -0.4% |
| Q4 2016 | $3,339,000 | +19.8% | 27,418 | +19.7% | 0.27% | -10.4% |
| Q3 2016 | $2,787,000 | +25.9% | 22,910 | +20.6% | 0.30% | +20.6% |
| Q2 2016 | $2,214,000 | +5.7% | 18,995 | +5.1% | 0.25% | +0.4% |
| Q1 2016 | $2,095,000 | -7.1% | 18,079 | -7.1% | 0.25% | -8.6% |
| Q4 2015 | $2,254,000 | +30.1% | 19,464 | +21.2% | 0.27% | +15.0% |
| Q3 2015 | $1,732,000 | +9.9% | 16,065 | +16.0% | 0.23% | +13.6% |
| Q2 2015 | $1,576,000 | +15.5% | 13,844 | +15.6% | 0.21% | +10.8% |
| Q1 2015 | $1,365,000 | +0.8% | 11,976 | -1.3% | 0.19% | -6.5% |
| Q4 2014 | $1,354,000 | +30.3% | 12,134 | +24.7% | 0.20% | +19.9% |
| Q3 2014 | $1,039,000 | +9.7% | 9,731 | +8.1% | 0.17% | +3.8% |
| Q2 2014 | $947,000 | +5.3% | 9,001 | 0.0% | 0.16% | -4.8% |
| Q1 2014 | $899,000 | +14.5% | 9,001 | +13.2% | 0.17% | +3.7% |
| Q4 2013 | $785,000 | +11.3% | 7,949 | +0.8% | 0.16% | -7.4% |
| Q3 2013 | $705,000 | +188.9% | 7,889 | +172.5% | 0.18% | +139.7% |
| Q2 2013 | $244,000 | – | 2,895 | – | 0.07% | – |
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% |