ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,236 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,628,877 | -1.2% | 199,194 | +1.7% | 0.92% | +2.7% |
| Q2 2023 | $13,799,219 | +11.8% | 195,789 | +1.4% | 0.90% | +6.1% |
| Q1 2023 | $12,339,445 | +10.4% | 193,135 | +1.1% | 0.85% | +0.4% |
| Q4 2022 | $11,172,006 | -1.5% | 190,974 | -2.6% | 0.84% | -10.1% |
| Q3 2022 | $11,339,000 | -5.1% | 196,019 | -1.0% | 0.94% | -22.2% |
| Q2 2022 | $11,945,000 | -21.4% | 197,935 | -0.5% | 1.21% | -7.9% |
| Q1 2022 | $15,188,000 | -11.9% | 198,856 | -3.5% | 1.31% | -8.1% |
| Q4 2021 | $17,235,000 | -31.2% | 205,993 | -39.2% | 1.42% | -31.1% |
| Q3 2021 | $25,037,000 | +325.1% | 338,752 | +318.4% | 2.07% | +249.0% |
| Q2 2021 | $5,889,000 | -6.0% | 80,971 | -15.8% | 0.59% | -11.6% |
| Q1 2021 | $6,264,000 | -21.6% | 96,220 | -23.1% | 0.67% | -32.0% |
| Q4 2020 | $7,987,000 | +0.9% | 125,160 | +265.4% | 0.98% | -12.8% |
| Q3 2020 | $7,916,000 | +2.1% | 34,257 | -8.3% | 1.13% | -6.9% |
| Q2 2020 | $7,752,000 | +22.9% | 37,364 | -2.2% | 1.21% | -2.4% |
| Q1 2020 | $6,307,000 | -30.9% | 38,214 | -18.9% | 1.24% | -15.0% |
| Q4 2019 | $9,125,000 | +22.6% | 47,128 | +14.0% | 1.46% | +12.2% |
| Q3 2019 | $7,442,000 | +21.5% | 41,342 | +21.0% | 1.30% | +18.7% |
| Q2 2019 | $6,125,000 | +96.1% | 34,170 | +88.6% | 1.10% | +66.0% |
| Q1 2019 | $3,123,000 | +23.6% | 18,121 | +8.0% | 0.66% | +8.5% |
| Q4 2018 | $2,527,000 | -18.0% | 16,775 | -3.5% | 0.61% | -7.3% |
| Q3 2018 | $3,081,000 | +11.7% | 17,392 | +2.5% | 0.66% | +5.8% |
| Q2 2018 | $2,759,000 | +6.2% | 16,965 | +1.3% | 0.62% | +3.5% |
| Q1 2018 | $2,598,000 | +23.1% | 16,755 | +21.3% | 0.60% | +27.3% |
| Q4 2017 | $2,110,000 | +55.3% | 13,812 | +45.8% | 0.47% | +5.6% |
| Q3 2017 | $1,359,000 | +20.7% | 9,473 | +15.1% | 0.45% | -2.8% |
| Q2 2017 | $1,126,000 | -5.9% | 8,228 | -9.6% | 0.46% | +15.0% |
| Q1 2017 | $1,197,000 | +6.8% | 9,101 | -1.2% | 0.40% | -4.5% |
| Q4 2016 | $1,121,000 | +3.0% | 9,207 | +3.0% | 0.42% | -1.6% |
| Q3 2016 | $1,088,000 | -40.8% | 8,943 | -43.4% | 0.43% | +7.0% |
| Q2 2016 | $1,837,000 | +106.2% | 15,801 | +105.6% | 0.40% | +1.0% |
| Q1 2016 | $891,000 | +14.7% | 7,684 | +14.5% | 0.39% | -7.3% |
| Q4 2015 | $777,000 | +6.0% | 6,708 | -1.4% | 0.42% | -0.9% |
| Q3 2015 | $733,000 | -6.0% | 6,800 | -0.8% | 0.43% | -29.6% |
| Q2 2015 | $780,000 | -6.5% | 6,853 | -6.3% | 0.61% | -5.4% |
| Q1 2015 | $834,000 | +0.5% | 7,317 | -1.6% | 0.64% | -2.6% |
| Q4 2014 | $830,000 | +4.5% | 7,435 | +0.1% | 0.66% | -2.1% |
| Q3 2014 | $794,000 | -2.5% | 7,429 | -4.0% | 0.68% | -1.2% |
| Q2 2014 | $814,000 | -0.5% | 7,742 | -5.5% | 0.68% | 0.0% |
| Q1 2014 | $818,000 | -16.0% | 8,195 | -16.9% | 0.68% | -26.1% |
| Q4 2013 | $974,000 | – | 9,864 | – | 0.92% | – |
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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% |