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 | $10,853,936 | +24.6% | 158,636 | +28.3% | 0.23% | +18.8% |
| Q2 2023 | $8,713,435 | +23.0% | 123,629 | +11.5% | 0.20% | +4.2% |
| Q1 2023 | $7,082,452 | +4.4% | 110,853 | -4.4% | 0.19% | +9.9% |
| Q4 2022 | $6,781,542 | -0.7% | 115,923 | -1.8% | 0.17% | -9.9% |
| Q3 2022 | $6,830,000 | -2.2% | 118,062 | +2.0% | 0.19% | +8.5% |
| Q2 2022 | $6,987,000 | -21.3% | 115,772 | -0.4% | 0.18% | -11.1% |
| Q1 2022 | $8,882,000 | -27.8% | 116,280 | -20.9% | 0.20% | -27.2% |
| Q4 2021 | $12,296,000 | +69.9% | 146,957 | +50.0% | 0.27% | +47.8% |
| Q3 2021 | $7,239,000 | +7.9% | 97,943 | +6.2% | 0.18% | +10.2% |
| Q2 2021 | $6,710,000 | +20.9% | 92,263 | +8.2% | 0.17% | +8.4% |
| Q1 2021 | $5,551,000 | +18.7% | 85,259 | +16.4% | 0.15% | +10.8% |
| Q4 2020 | $4,676,000 | +7.7% | 73,275 | +290.1% | 0.14% | -2.1% |
| Q3 2020 | $4,341,000 | +16.7% | 18,784 | +4.7% | 0.14% | +6.8% |
| Q2 2020 | $3,721,000 | +32.4% | 17,934 | +5.3% | 0.13% | +3.1% |
| Q1 2020 | $2,811,000 | -1.6% | 17,029 | +15.4% | 0.13% | +15.2% |
| Q4 2019 | $2,858,000 | +14.3% | 14,760 | +6.2% | 0.11% | +3.7% |
| Q3 2019 | $2,501,000 | +1.6% | 13,895 | +1.2% | 0.11% | +0.9% |
| Q2 2019 | $2,461,000 | -0.4% | 13,732 | -4.2% | 0.11% | -3.6% |
| Q1 2019 | $2,471,000 | -28.9% | 14,334 | -37.9% | 0.11% | -38.0% |
| Q4 2018 | $3,476,000 | -29.8% | 23,068 | -17.5% | 0.18% | -19.0% |
| Q3 2018 | $4,953,000 | +45.9% | 27,959 | +34.0% | 0.22% | +46.4% |
| Q2 2018 | $3,394,000 | +13.0% | 20,872 | +7.8% | 0.15% | +18.9% |
| Q1 2018 | $3,004,000 | -73.1% | 19,370 | -73.5% | 0.13% | -74.7% |
| Q4 2017 | $11,166,000 | -6.7% | 73,087 | -12.4% | 0.50% | -11.3% |
| Q3 2017 | $11,969,000 | -8.2% | 83,453 | -12.4% | 0.56% | -16.0% |
| Q2 2017 | $13,042,000 | +4.2% | 95,305 | +0.1% | 0.67% | -4.8% |
| Q1 2017 | $12,518,000 | +19.3% | 95,180 | +10.5% | 0.71% | +8.4% |
| Q4 2016 | $10,491,000 | +3555.4% | 86,139 | +3545.3% | 0.65% | +3331.6% |
| Q3 2016 | $287,000 | +19.1% | 2,363 | +14.3% | 0.02% | +5.6% |
| Q2 2016 | $241,000 | -28.7% | 2,068 | -29.2% | 0.02% | -37.9% |
| Q1 2016 | $338,000 | -14.9% | 2,919 | -14.8% | 0.03% | -12.1% |
| Q4 2015 | $397,000 | -34.7% | 3,425 | -39.3% | 0.03% | -56.6% |
| Q3 2015 | $608,000 | +96.8% | 5,642 | +108.0% | 0.08% | +90.0% |
| Q2 2015 | $309,000 | -23.3% | 2,713 | -23.6% | 0.04% | -16.7% |
| Q1 2015 | $403,000 | -28.9% | 3,550 | -30.1% | 0.05% | -52.9% |
| Q4 2014 | $567,000 | – | 5,079 | – | 0.10% | – |
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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% |