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 | $628,836,657 | +1.2% | 9,190,831 | +4.2% | 0.22% | +3.3% |
| Q2 2023 | $621,636,843 | +8.2% | 8,820,046 | -1.9% | 0.21% | 0.0% |
| Q1 2023 | $574,355,767 | +9.2% | 8,989,760 | -0.0% | 0.21% | +7.1% |
| Q4 2022 | $525,940,624 | +4.6% | 8,990,438 | +3.4% | 0.20% | -10.9% |
| Q3 2022 | $502,911,000 | -3.1% | 8,693,357 | +1.1% | 0.22% | +3.3% |
| Q2 2022 | $518,804,000 | -22.6% | 8,596,586 | -2.1% | 0.21% | -4.9% |
| Q1 2022 | $670,611,000 | -13.6% | 8,779,925 | -5.3% | 0.22% | +0.9% |
| Q4 2021 | $776,023,000 | +11.9% | 9,274,806 | -1.2% | 0.22% | +1.8% |
| Q3 2021 | $693,503,000 | +1.9% | 9,383,087 | +0.3% | 0.22% | -0.5% |
| Q2 2021 | $680,629,000 | +9.6% | 9,358,289 | -1.9% | 0.22% | +6.3% |
| Q1 2021 | $620,909,000 | -0.3% | 9,536,300 | -2.3% | 0.21% | -2.4% |
| Q4 2020 | $622,699,000 | +0.6% | 9,757,110 | +264.1% | 0.21% | -9.4% |
| Q3 2020 | $619,203,000 | +5.5% | 2,679,607 | -5.2% | 0.23% | -6.0% |
| Q2 2020 | $586,775,000 | +18.6% | 2,827,966 | -5.7% | 0.25% | +6.4% |
| Q1 2020 | $494,855,000 | -22.5% | 2,998,211 | -9.1% | 0.23% | +5.0% |
| Q4 2019 | $638,504,000 | +5.4% | 3,297,377 | -2.0% | 0.22% | -4.7% |
| Q3 2019 | $605,566,000 | -1.9% | 3,363,697 | -2.3% | 0.23% | -2.1% |
| Q2 2019 | $617,113,000 | +6.0% | 3,442,942 | +2.0% | 0.24% | -0.8% |
| Q1 2019 | $582,050,000 | +11.6% | 3,376,937 | -2.5% | 0.24% | +1.3% |
| Q4 2018 | $521,680,000 | -12.6% | 3,462,406 | +2.8% | 0.24% | 0.0% |
| Q3 2018 | $596,909,000 | +7.1% | 3,369,129 | -1.7% | 0.24% | -1.7% |
| Q2 2018 | $557,098,000 | +5.1% | 3,425,971 | +0.3% | 0.24% | +5.2% |
| Q1 2018 | $529,936,000 | +0.0% | 3,417,403 | -1.5% | 0.23% | +5.0% |
| Q4 2017 | $529,794,000 | -0.8% | 3,467,925 | -6.8% | 0.22% | -11.7% |
| Q3 2017 | $533,936,000 | +2.4% | 3,722,888 | -2.3% | 0.25% | -8.5% |
| Q2 2017 | $521,349,000 | +4.1% | 3,809,634 | +0.1% | 0.27% | -1.1% |
| Q1 2017 | $500,686,000 | +8.7% | 3,806,923 | +0.6% | 0.27% | +7.5% |
| Q4 2016 | $460,758,000 | +11.4% | 3,783,214 | +11.3% | 0.25% | +2.8% |
| Q3 2016 | $413,672,000 | +10.8% | 3,400,226 | +6.1% | 0.25% | +5.1% |
| Q2 2016 | $373,500,000 | +3.7% | 3,203,809 | +3.1% | 0.24% | -2.5% |
| Q1 2016 | $360,295,000 | -12.4% | 3,108,939 | -12.5% | 0.24% | -9.7% |
| Q4 2015 | $411,282,000 | +21.5% | 3,551,653 | +13.1% | 0.27% | +11.2% |
| Q3 2015 | $338,628,000 | -7.5% | 3,141,264 | -2.3% | 0.24% | -1.2% |
| Q2 2015 | $365,923,000 | +18.7% | 3,213,799 | +18.8% | 0.24% | +14.1% |
| Q1 2015 | $308,204,000 | +5.2% | 2,704,738 | +3.0% | 0.21% | +3.9% |
| Q4 2014 | $293,080,000 | – | 2,626,162 | – | 0.20% | – |
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% |