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 2022 | $6,187,000 | -15.4% | 106,951 | -10.5% | 0.27% | -13.6% |
| Q2 2022 | $7,310,000 | -34.3% | 119,498 | -18.0% | 0.31% | -28.0% |
| Q1 2022 | $11,126,000 | +44.0% | 145,720 | +58.2% | 0.43% | +18.2% |
| Q4 2021 | $7,727,000 | -20.3% | 92,094 | -30.1% | 0.36% | -23.5% |
| Q3 2021 | $9,691,000 | -6.0% | 131,763 | -7.0% | 0.47% | +1.3% |
| Q2 2021 | $10,308,000 | +11.4% | 141,734 | -0.3% | 0.47% | -3.3% |
| Q1 2021 | $9,252,000 | -29.7% | 142,094 | -31.1% | 0.48% | -31.4% |
| Q4 2020 | $13,170,000 | +39.6% | 206,355 | +405.3% | 0.70% | -10.0% |
| Q3 2020 | $9,436,000 | -6.9% | 40,836 | -15.6% | 0.78% | -16.2% |
| Q2 2020 | $10,133,000 | +20.5% | 48,392 | -8.0% | 0.93% | +22.8% |
| Q1 2020 | $8,410,000 | -24.6% | 52,604 | -8.7% | 0.76% | -5.5% |
| Q4 2019 | $11,156,000 | +7.7% | 57,612 | -0.8% | 0.80% | +2.2% |
| Q3 2019 | $10,363,000 | -4.1% | 58,070 | -3.2% | 0.79% | -3.3% |
| Q2 2019 | $10,809,000 | +11.4% | 59,997 | +7.5% | 0.81% | -0.7% |
| Q1 2019 | $9,703,000 | -46.1% | 55,791 | -52.0% | 0.82% | -48.8% |
| Q4 2018 | $18,008,000 | -11.6% | 116,330 | +1.2% | 1.60% | -37.1% |
| Q3 2018 | $20,371,000 | -31.0% | 114,984 | -36.7% | 2.55% | -51.3% |
| Q2 2018 | $29,515,000 | -45.6% | 181,508 | -48.1% | 5.23% | +56.6% |
| Q1 2018 | $54,236,000 | +163.6% | 349,757 | +159.7% | 3.34% | +55.1% |
| Q4 2017 | $20,574,000 | -28.6% | 134,674 | -32.9% | 2.15% | -54.0% |
| Q3 2017 | $28,803,000 | -21.8% | 200,827 | -25.3% | 4.68% | -11.2% |
| Q2 2017 | $36,815,000 | +44.3% | 269,020 | +28.5% | 5.28% | +27.5% |
| Q4 2016 | $25,506,000 | -0.8% | 209,423 | -0.9% | 4.14% | +13.0% |
| Q3 2016 | $25,707,000 | -1.1% | 211,301 | -5.2% | 3.66% | -25.3% |
| Q2 2016 | $25,997,000 | +1440.1% | 223,000 | +1431.3% | 4.90% | +809.8% |
| Q1 2016 | $1,688,000 | -82.9% | 14,563 | -84.1% | 0.54% | -85.7% |
| Q3 2015 | $9,849,000 | -99.7% | 91,364 | +186.7% | 3.78% | +112.7% |
| Q2 2015 | $3,628,149,000 | +1216.7% | 31,865 | +1190.6% | 1.78% | +1286.7% |
| Q4 2014 | $275,540,000 | – | 2,469 | – | 0.13% | – |
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% |