ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,188 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $75,651,998 | -7.9% | 1,105,700 | -5.1% | 12.20% | +6.6% |
| Q2 2023 | $82,146,206 | +58.3% | 1,165,525 | +43.5% | 11.45% | +51.5% |
| Q1 2023 | $51,885,400 | +4.7% | 812,105 | -4.1% | 7.56% | -2.3% |
| Q4 2022 | $49,543,466 | +2.3% | 846,897 | +1.2% | 7.73% | -8.0% |
| Q3 2022 | $48,426,000 | -1.0% | 837,099 | +3.3% | 8.41% | +2.6% |
| Q2 2022 | $48,894,000 | -20.8% | 810,166 | +0.3% | 8.20% | -4.5% |
| Q1 2022 | $61,698,000 | -9.7% | 807,773 | -1.0% | 8.58% | -6.0% |
| Q4 2021 | $68,289,000 | +12.4% | 816,168 | -0.7% | 9.13% | +5.0% |
| Q3 2021 | $60,766,000 | +2.8% | 822,168 | +1.2% | 8.70% | 0.0% |
| Q2 2021 | $59,095,000 | -0.3% | 812,530 | -10.7% | 8.70% | -5.1% |
| Q1 2021 | $59,270,000 | +7.0% | 910,313 | +4.9% | 9.17% | -1.0% |
| Q4 2020 | $55,376,000 | +19.4% | 867,696 | +332.5% | 9.26% | -3.0% |
| Q3 2020 | $46,360,000 | +11.6% | 200,622 | +0.2% | 9.55% | +2.6% |
| Q2 2020 | $41,559,000 | +16.2% | 200,295 | -7.6% | 9.31% | +6.5% |
| Q1 2020 | $35,764,000 | -14.5% | 216,684 | +0.4% | 8.74% | +6.6% |
| Q4 2019 | $41,809,000 | +10.8% | 215,909 | +3.0% | 8.20% | +0.4% |
| Q3 2019 | $37,727,000 | +5.1% | 209,559 | +4.6% | 8.16% | +0.3% |
| Q2 2019 | $35,900,000 | +3.0% | 200,288 | -0.9% | 8.14% | -0.1% |
| Q1 2019 | $34,843,000 | -9.7% | 202,151 | -21.1% | 8.15% | -25.7% |
| Q4 2018 | $38,584,000 | -9.8% | 256,082 | +1.5% | 10.97% | +2.4% |
| Q3 2018 | $42,781,000 | +1.2% | 252,278 | -3.0% | 10.71% | -0.3% |
| Q2 2018 | $42,283,000 | +9.2% | 260,025 | +4.1% | 10.74% | +2.1% |
| Q1 2018 | $38,728,000 | -0.5% | 249,746 | -2.0% | 10.51% | -8.7% |
| Q4 2017 | $38,915,000 | +7.8% | 254,729 | +1.2% | 11.52% | -0.8% |
| Q3 2017 | $36,096,000 | +9.6% | 251,680 | +4.6% | 11.61% | +1.7% |
| Q2 2017 | $32,942,000 | +39.9% | 240,713 | +34.4% | 11.41% | +31.8% |
| Q1 2017 | $23,554,000 | +10.4% | 179,092 | +2.2% | 8.66% | +2.1% |
| Q4 2016 | $21,336,000 | +9.0% | 175,190 | +8.9% | 8.48% | +5.5% |
| Q3 2016 | $19,568,000 | +10.5% | 160,839 | +5.9% | 8.04% | +2.1% |
| Q2 2016 | $17,712,000 | +3.5% | 151,930 | +2.8% | 7.87% | -2.2% |
| Q1 2016 | $17,120,000 | +3.9% | 147,729 | +3.8% | 8.05% | -13.7% |
| Q4 2015 | $16,480,000 | -11.5% | 142,315 | -17.6% | 9.32% | -22.4% |
| Q3 2015 | $18,620,000 | -5.2% | 172,731 | +4.7% | 12.01% | +10.1% |
| Q2 2015 | $19,631,000 | +9.6% | 164,913 | +5.0% | 10.91% | +4.8% |
| Q1 2015 | $17,905,000 | +28.9% | 157,133 | +26.2% | 10.41% | +1.2% |
| Q4 2014 | $13,896,000 | +41.7% | 124,512 | +35.6% | 10.29% | +41.0% |
| Q3 2014 | $9,806,000 | +4.7% | 91,795 | +3.1% | 7.30% | +5.1% |
| Q2 2014 | $9,362,000 | -26.1% | 89,001 | -32.8% | 6.94% | -31.6% |
| Q1 2014 | $12,669,000 | 0.0% | 132,407 | +3.2% | 10.14% | -2.3% |
| Q4 2013 | $12,669,000 | – | 128,297 | – | 10.39% | – |
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% |