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 | $2,911,756 | -3.6% | 42,557 | -0.7% | 1.07% | -0.8% |
| Q2 2023 | $3,020,779 | +10.9% | 42,860 | +0.5% | 1.08% | +5.0% |
| Q1 2023 | $2,724,591 | +11.4% | 42,645 | +2.0% | 1.03% | +0.3% |
| Q4 2022 | $2,444,946 | +9.4% | 41,794 | +8.2% | 1.03% | +4.2% |
| Q3 2022 | $2,234,000 | +1.0% | 38,614 | +5.3% | 0.99% | +3.5% |
| Q2 2022 | $2,212,000 | -20.0% | 36,659 | +1.2% | 0.95% | -8.3% |
| Q1 2022 | $2,765,000 | -2.1% | 36,207 | +7.3% | 1.04% | -3.3% |
| Q4 2021 | $2,824,000 | +14.7% | 33,750 | +1.3% | 1.08% | +9.0% |
| Q3 2021 | $2,463,000 | -2.1% | 33,321 | -3.7% | 0.99% | -3.0% |
| Q2 2021 | $2,517,000 | +15.7% | 34,614 | +3.6% | 1.02% | +5.6% |
| Q1 2021 | $2,176,000 | +5.5% | 33,418 | +3.4% | 0.96% | +1.7% |
| Q4 2020 | $2,062,000 | +11.5% | 32,304 | +303.6% | 0.95% | -2.0% |
| Q3 2020 | $1,850,000 | -3.8% | 8,004 | -13.6% | 0.97% | -7.9% |
| Q2 2020 | $1,923,000 | +26.3% | 9,269 | +0.5% | 1.05% | +7.9% |
| Q1 2020 | $1,522,000 | -33.4% | 9,221 | -21.9% | 0.97% | -19.4% |
| Q4 2019 | $2,287,000 | +9.2% | 11,812 | +1.5% | 1.21% | +0.5% |
| Q3 2019 | $2,094,000 | +0.0% | 11,632 | -0.4% | 1.20% | +7.8% |
| Q2 2019 | $2,093,000 | +3.7% | 11,679 | -0.3% | 1.11% | -8.8% |
| Q1 2019 | $2,019,000 | +41.0% | 11,716 | +23.3% | 1.22% | +27.6% |
| Q4 2018 | $1,432,000 | -13.8% | 9,505 | +1.4% | 0.96% | -5.2% |
| Q3 2018 | $1,661,000 | +6.1% | 9,373 | -2.6% | 1.01% | 0.0% |
| Q2 2018 | $1,565,000 | +5.7% | 9,624 | +0.8% | 1.01% | +3.2% |
| Q1 2018 | $1,480,000 | +6.6% | 9,543 | +5.0% | 0.98% | +4.8% |
| Q4 2017 | $1,389,000 | +9.0% | 9,092 | +2.3% | 0.93% | +3.2% |
| Q3 2017 | $1,274,000 | +6.3% | 8,884 | +1.5% | 0.90% | +5.2% |
| Q2 2017 | $1,198,000 | +3.5% | 8,757 | -0.4% | 0.86% | +0.5% |
| Q1 2017 | $1,157,000 | +9.3% | 8,795 | +1.1% | 0.86% | +2.8% |
| Q4 2016 | $1,059,000 | -12.2% | 8,699 | -18.7% | 0.83% | -13.3% |
| Q3 2016 | $1,206,000 | +9.0% | 10,699 | +10.2% | 0.96% | -0.9% |
| Q2 2016 | $1,106,000 | +10.6% | 9,712 | +12.5% | 0.97% | +13.2% |
| Q1 2016 | $1,000,000 | +2.2% | 8,630 | +2.2% | 0.86% | -0.6% |
| Q4 2015 | $978,000 | +13.6% | 8,444 | +5.8% | 0.86% | +6.6% |
| Q3 2015 | $861,000 | -3.9% | 7,983 | +1.5% | 0.81% | +1.3% |
| Q2 2015 | $896,000 | -6.5% | 7,866 | -6.4% | 0.80% | -6.3% |
| Q1 2015 | $958,000 | -1.3% | 8,405 | -3.4% | 0.85% | -6.5% |
| Q4 2014 | $971,000 | – | 8,698 | – | 0.91% | – |
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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% |