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 | $10,833,742 | -3.5% | 158,342 | -0.6% | 0.19% | -1.6% |
| Q2 2023 | $11,232,027 | +8.3% | 159,365 | -1.9% | 0.19% | -16.5% |
| Q1 2023 | $10,375,328 | +9.2% | 162,394 | +0.0% | 0.23% | -0.9% |
| Q4 2022 | $9,497,081 | +5.2% | 162,343 | +4.1% | 0.23% | -18.0% |
| Q3 2022 | $9,026,000 | -7.3% | 156,022 | -3.3% | 0.28% | +3.3% |
| Q2 2022 | $9,738,000 | -20.9% | 161,366 | +0.2% | 0.28% | -10.7% |
| Q1 2022 | $12,306,000 | -5.8% | 161,116 | +3.2% | 0.31% | -13.5% |
| Q4 2021 | $13,065,000 | +2360.5% | 156,148 | +2073.6% | 0.36% | +559.3% |
| Q3 2021 | $531,000 | -95.8% | 7,184 | -95.9% | 0.05% | -88.3% |
| Q2 2021 | $12,599,000 | +294.2% | 173,231 | +252.9% | 0.46% | +243.3% |
| Q1 2021 | $3,196,000 | +1.6% | 49,091 | -0.4% | 0.13% | -6.9% |
| Q4 2020 | $3,145,000 | +10.1% | 49,272 | +298.6% | 0.14% | -4.6% |
| Q3 2020 | $2,857,000 | +26.1% | 12,362 | +13.2% | 0.15% | +12.7% |
| Q2 2020 | $2,265,000 | +25.9% | 10,916 | +0.1% | 0.13% | +0.8% |
| Q1 2020 | $1,799,000 | -15.2% | 10,900 | -0.5% | 0.13% | -1.5% |
| Q4 2019 | $2,121,000 | +4.8% | 10,952 | -2.6% | 0.14% | -8.2% |
| Q3 2019 | $2,024,000 | +3.7% | 11,242 | +3.2% | 0.15% | +1.4% |
| Q2 2019 | $1,952,000 | +3.6% | 10,892 | -0.3% | 0.14% | -6.5% |
| Q1 2019 | $1,884,000 | +14.4% | 10,930 | 0.0% | 0.16% | -18.8% |
| Q4 2018 | $1,647,000 | -15.8% | 10,930 | -0.9% | 0.19% | -1.5% |
| Q3 2018 | $1,955,000 | +7.1% | 11,034 | -1.7% | 0.19% | -0.5% |
| Q2 2018 | $1,826,000 | +3.8% | 11,230 | -1.1% | 0.20% | +5.4% |
| Q1 2018 | $1,760,000 | -5.5% | 11,352 | -6.9% | 0.18% | -5.6% |
| Q4 2017 | $1,862,000 | -0.4% | 12,189 | -6.5% | 0.20% | -11.3% |
| Q3 2017 | $1,870,000 | +139.7% | 13,037 | +128.8% | 0.22% | +127.8% |
| Q2 2017 | $780,000 | +45.3% | 5,697 | +39.4% | 0.10% | +42.6% |
| Q1 2017 | $537,000 | -7.3% | 4,086 | -14.1% | 0.07% | -18.1% |
| Q4 2016 | $579,000 | +4.3% | 4,755 | +4.3% | 0.08% | -19.4% |
| Q3 2016 | $555,000 | -70.2% | 4,558 | -71.5% | 0.10% | -80.3% |
| Q2 2016 | $1,863,000 | +159.1% | 15,979 | +157.4% | 0.52% | +125.0% |
| Q1 2016 | $719,000 | -20.0% | 6,207 | -20.1% | 0.23% | -36.1% |
| Q4 2015 | $899,000 | +7.9% | 7,768 | +0.5% | 0.36% | +0.3% |
| Q3 2015 | $833,000 | +0.8% | 7,726 | +6.4% | 0.36% | +3.7% |
| Q2 2015 | $826,000 | +0.1% | 7,258 | +0.3% | 0.35% | -7.7% |
| Q1 2015 | $825,000 | +7.0% | 7,239 | +4.8% | 0.38% | -28.3% |
| Q4 2014 | $771,000 | -5.0% | 6,908 | -9.1% | 0.53% | -6.4% |
| Q3 2014 | $812,000 | +6.6% | 7,602 | +5.0% | 0.56% | -2.8% |
| Q2 2014 | $762,000 | +21.0% | 7,241 | +14.8% | 0.58% | +10.3% |
| Q1 2014 | $630,000 | -5.4% | 6,310 | -6.4% | 0.52% | -4.7% |
| Q4 2013 | $666,000 | – | 6,740 | – | 0.55% | – |
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% |