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 | $245,765 | -2.9% | 3,592 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $253,165 | +9.4% | 3,592 | -0.8% | 0.05% | +6.1% |
| Q1 2023 | $231,346 | +9.2% | 3,621 | -0.0% | 0.05% | +2.1% |
| Q4 2022 | $211,887 | -4.6% | 3,622 | -5.7% | 0.05% | -21.3% |
| Q3 2022 | $222,000 | +0.5% | 3,842 | +5.1% | 0.06% | +3.4% |
| Q2 2022 | $221,000 | +268.3% | 3,656 | +364.0% | 0.06% | +118.5% |
| Q1 2022 | $60,000 | -80.4% | 788 | -78.4% | 0.03% | -68.6% |
| Q4 2021 | $306,000 | +12.5% | 3,656 | -0.8% | 0.09% | -5.5% |
| Q3 2021 | $272,000 | +1.5% | 3,684 | 0.0% | 0.09% | -6.2% |
| Q2 2021 | $268,000 | +11.7% | 3,684 | 0.0% | 0.10% | -6.7% |
| Q1 2021 | $240,000 | +2.1% | 3,684 | 0.0% | 0.10% | -1.9% |
| Q4 2020 | $235,000 | +10.3% | 3,684 | +300.0% | 0.11% | -3.6% |
| Q3 2020 | $213,000 | +6.0% | 921 | -4.9% | 0.11% | -0.9% |
| Q2 2020 | $201,000 | +25.6% | 968 | 0.0% | 0.11% | +6.7% |
| Q1 2020 | $160,000 | -16.7% | 968 | -2.3% | 0.10% | +5.1% |
| Q4 2019 | $192,000 | +7.9% | 991 | 0.0% | 0.10% | +3.1% |
| Q3 2019 | $178,000 | -1.1% | 991 | -1.2% | 0.10% | -2.0% |
| Q2 2019 | $180,000 | +1.7% | 1,003 | -2.1% | 0.10% | 0.0% |
| Q1 2019 | $177,000 | +14.9% | 1,025 | 0.0% | 0.10% | +2.1% |
| Q4 2018 | $154,000 | -16.3% | 1,025 | -1.3% | 0.10% | -5.9% |
| Q3 2018 | $184,000 | +8.9% | 1,038 | 0.0% | 0.10% | +4.1% |
| Q2 2018 | $169,000 | +5.0% | 1,038 | 0.0% | 0.10% | +2.1% |
| Q1 2018 | $161,000 | -13.4% | 1,038 | -14.8% | 0.10% | -11.1% |
| Q4 2017 | $186,000 | +6.3% | 1,218 | 0.0% | 0.11% | +0.9% |
| Q3 2017 | $175,000 | +14.4% | 1,218 | -7.9% | 0.11% | +69.8% |
| Q1 2016 | $153,000 | 0.0% | 1,323 | 0.0% | 0.06% | -51.9% |
| Q4 2015 | $153,000 | – | 1,323 | – | 0.13% | – |
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% |