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 | $25,177,895 | -3.1% | 367,990 | -0.2% | 3.36% | -2.6% |
| Q2 2023 | $25,985,644 | +14.4% | 368,695 | +3.7% | 3.45% | +8.0% |
| Q1 2023 | $22,715,127 | +13.6% | 355,535 | +4.0% | 3.19% | +3.3% |
| Q4 2022 | $19,995,032 | +7.9% | 341,795 | +6.7% | 3.09% | -3.3% |
| Q3 2022 | $18,528,000 | -2.2% | 320,283 | +2.1% | 3.19% | -0.8% |
| Q2 2022 | $18,940,000 | -20.2% | 313,835 | +1.0% | 3.22% | -10.0% |
| Q1 2022 | $23,741,000 | -9.2% | 310,824 | -0.5% | 3.58% | -6.0% |
| Q4 2021 | $26,145,000 | +10.0% | 312,472 | -2.8% | 3.80% | -3.2% |
| Q3 2021 | $23,767,000 | +0.9% | 321,561 | -0.8% | 3.93% | -1.8% |
| Q2 2021 | $23,564,000 | +9.0% | 323,991 | -2.4% | 4.00% | +1.3% |
| Q1 2021 | $21,619,000 | -37.0% | 332,045 | -38.2% | 3.95% | -39.3% |
| Q4 2020 | $34,302,000 | +10.3% | 537,476 | +299.5% | 6.50% | +0.7% |
| Q3 2020 | $31,091,000 | +13.9% | 134,545 | +2.3% | 6.46% | +0.5% |
| Q2 2020 | $27,289,000 | +21.7% | 131,518 | -3.2% | 6.42% | +10.1% |
| Q1 2020 | $22,415,000 | -8.0% | 135,809 | +7.9% | 5.84% | +10.8% |
| Q4 2019 | $24,374,000 | +6.3% | 125,872 | -1.2% | 5.26% | +1.0% |
| Q3 2019 | $22,934,000 | -2.4% | 127,389 | -2.8% | 5.22% | -4.0% |
| Q2 2019 | $23,495,000 | +4.5% | 131,080 | +0.5% | 5.43% | +0.5% |
| Q1 2019 | $22,482,000 | +0.5% | 130,435 | -12.2% | 5.41% | -13.7% |
| Q4 2018 | $22,380,000 | -14.2% | 148,537 | +0.9% | 6.26% | -3.5% |
| Q3 2018 | $26,094,000 | +3.4% | 147,284 | -5.1% | 6.49% | -0.8% |
| Q2 2018 | $25,231,000 | +3.6% | 155,162 | -1.2% | 6.55% | +1.6% |
| Q1 2018 | $24,344,000 | -0.6% | 156,985 | -2.0% | 6.44% | -3.3% |
| Q4 2017 | $24,479,000 | +2.1% | 160,236 | -4.1% | 6.66% | -1.0% |
| Q3 2017 | $23,972,000 | +8.3% | 167,148 | +3.4% | 6.73% | +2.9% |
| Q2 2017 | $22,128,000 | +7.0% | 161,692 | +2.8% | 6.54% | +0.4% |
| Q1 2017 | $20,685,000 | +11.8% | 157,278 | +3.5% | 6.51% | -2.2% |
| Q4 2016 | $18,510,000 | +1.7% | 151,985 | +1.6% | 6.66% | +0.7% |
| Q3 2016 | $18,199,000 | +10.5% | 149,585 | +5.8% | 6.61% | +10.6% |
| Q2 2016 | $16,476,000 | +5.4% | 141,324 | +4.8% | 5.98% | -5.6% |
| Q1 2016 | $15,633,000 | -13.2% | 134,898 | -13.3% | 6.33% | -10.8% |
| Q4 2015 | $18,008,000 | +16.2% | 155,505 | +8.1% | 7.10% | +0.7% |
| Q3 2015 | $15,500,000 | +0.8% | 143,787 | +6.4% | 7.05% | +12.9% |
| Q2 2015 | $15,381,000 | +11.2% | 135,090 | +11.3% | 6.25% | +7.9% |
| Q1 2015 | $13,831,000 | +22.5% | 121,377 | +20.0% | 5.79% | +12.9% |
| Q4 2014 | $11,288,000 | – | 101,150 | – | 5.13% | – |
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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% |