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 | $33,438,807 | +1.9% | 488,728 | +5.0% | 0.04% | +2.3% |
| Q2 2023 | $32,802,060 | +4.5% | 465,409 | -5.3% | 0.04% | -2.2% |
| Q1 2023 | $31,399,319 | +6.4% | 491,459 | -2.6% | 0.04% | +2.3% |
| Q4 2022 | $29,518,605 | +15.4% | 504,592 | +14.1% | 0.04% | 0.0% |
| Q3 2022 | $25,577,000 | -8.4% | 442,125 | -4.4% | 0.04% | -4.3% |
| Q2 2022 | $27,923,000 | -12.1% | 462,683 | +11.2% | 0.05% | -6.1% |
| Q1 2022 | $31,777,000 | -8.0% | 416,032 | +0.8% | 0.05% | -10.9% |
| Q4 2021 | $34,532,000 | +12.4% | 412,717 | -0.7% | 0.06% | 0.0% |
| Q3 2021 | $30,727,000 | +0.6% | 415,733 | -1.0% | 0.06% | +1.9% |
| Q2 2021 | $30,544,000 | -5.3% | 419,956 | -15.2% | 0.05% | -16.9% |
| Q1 2021 | $32,253,000 | +1.6% | 495,359 | -0.4% | 0.06% | -7.1% |
| Q4 2020 | $31,733,000 | +11.4% | 497,234 | +303.3% | 0.07% | -5.4% |
| Q3 2020 | $28,490,000 | +16.4% | 123,291 | +4.5% | 0.07% | +4.2% |
| Q2 2020 | $24,481,000 | +17.5% | 117,986 | -6.5% | 0.07% | -4.1% |
| Q1 2020 | $20,830,000 | -17.2% | 126,204 | -2.9% | 0.07% | -2.6% |
| Q4 2019 | $25,172,000 | +5.7% | 129,994 | -1.7% | 0.08% | -2.6% |
| Q3 2019 | $23,816,000 | +2.7% | 132,288 | +2.3% | 0.08% | 0.0% |
| Q2 2019 | $23,187,000 | +150.3% | 129,361 | +140.7% | 0.08% | +136.4% |
| Q1 2019 | $9,262,000 | +17.7% | 53,737 | +2.9% | 0.03% | +3.1% |
| Q4 2018 | $7,866,000 | -12.6% | 52,208 | +2.8% | 0.03% | -3.0% |
| Q3 2018 | $9,001,000 | +20.6% | 50,805 | +10.7% | 0.03% | +13.8% |
| Q2 2018 | $7,462,000 | +16.0% | 45,892 | +10.7% | 0.03% | +11.5% |
| Q1 2018 | $6,431,000 | +12.9% | 41,471 | +11.3% | 0.03% | +4.0% |
| Q4 2017 | $5,694,000 | +5.2% | 37,273 | -1.2% | 0.02% | 0.0% |
| Q3 2017 | $5,411,000 | +26.2% | 37,728 | +20.4% | 0.02% | +13.6% |
| Q2 2017 | $4,289,000 | +21.4% | 31,344 | +16.6% | 0.02% | +15.8% |
| Q1 2017 | $3,534,000 | +4.2% | 26,872 | -3.5% | 0.02% | -9.5% |
| Q4 2016 | $3,393,000 | +18.9% | 27,861 | +18.8% | 0.02% | +16.7% |
| Q3 2016 | $2,854,000 | +14.8% | 23,458 | +10.0% | 0.02% | 0.0% |
| Q2 2016 | $2,485,000 | +4.9% | 21,319 | +4.4% | 0.02% | 0.0% |
| Q1 2016 | $2,368,000 | -18.5% | 20,430 | -18.6% | 0.02% | -25.0% |
| Q4 2015 | $2,906,000 | +25.6% | 25,091 | +16.9% | 0.02% | +20.0% |
| Q3 2015 | $2,314,000 | +0.7% | 21,461 | +6.3% | 0.02% | -4.8% |
| Q2 2015 | $2,299,000 | +12.8% | 20,192 | +12.9% | 0.02% | +10.5% |
| Q1 2015 | $2,038,000 | +3.4% | 17,889 | +1.3% | 0.02% | -5.0% |
| Q4 2014 | $1,971,000 | +17.7% | 17,661 | +12.6% | 0.02% | +5.3% |
| Q3 2014 | $1,675,000 | +49.6% | 15,679 | +47.3% | 0.02% | +26.7% |
| Q2 2014 | $1,120,000 | +5.4% | 10,647 | 0.0% | 0.02% | -6.2% |
| Q1 2014 | $1,063,000 | +9.2% | 10,647 | +8.0% | 0.02% | -5.9% |
| Q4 2013 | $973,000 | +2.5% | 9,854 | -7.2% | 0.02% | -10.5% |
| Q3 2013 | $949,000 | +33.1% | 10,617 | +25.1% | 0.02% | +11.8% |
| Q2 2013 | $713,000 | – | 8,487 | – | 0.02% | – |
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% |