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 | $170,510,574 | +31.6% | 2,492,116 | +35.5% | 1.30% | +40.3% |
| Q2 2023 | $129,602,247 | +41.6% | 1,838,850 | +28.4% | 0.92% | +3.9% |
| Q1 2023 | $91,531,467 | +14.9% | 1,432,641 | +5.2% | 0.89% | -8.3% |
| Q4 2022 | $79,632,238 | -0.7% | 1,361,234 | -1.8% | 0.97% | -3.7% |
| Q3 2022 | $80,181,000 | +38.5% | 1,386,015 | +44.5% | 1.01% | +31.2% |
| Q2 2022 | $57,904,000 | -22.1% | 959,477 | -1.4% | 0.77% | -7.2% |
| Q1 2022 | $74,315,000 | -56.1% | 972,966 | -51.9% | 0.83% | -55.1% |
| Q4 2021 | $169,397,000 | +9.0% | 2,024,586 | -3.7% | 1.85% | -15.0% |
| Q3 2021 | $155,447,000 | +148.5% | 2,103,195 | +144.6% | 2.17% | +149.7% |
| Q2 2021 | $62,547,000 | +22.4% | 859,991 | +9.6% | 0.87% | -1.2% |
| Q1 2021 | $51,086,000 | -52.4% | 784,609 | -53.4% | 0.88% | -60.7% |
| Q4 2020 | $107,408,000 | -1.9% | 1,682,992 | +255.2% | 2.24% | -20.1% |
| Q3 2020 | $109,477,000 | +26.3% | 473,760 | +13.4% | 2.80% | +7.0% |
| Q2 2020 | $86,675,000 | +28.6% | 417,732 | +2.3% | 2.62% | -8.6% |
| Q1 2020 | $67,385,000 | -9.5% | 408,273 | +6.2% | 2.86% | -3.4% |
| Q4 2019 | $74,471,000 | +16.9% | 384,582 | +8.7% | 2.96% | -8.0% |
| Q3 2019 | $63,683,000 | +3.4% | 353,736 | +3.0% | 3.22% | -8.4% |
| Q2 2019 | $61,561,000 | +13.3% | 343,458 | +8.9% | 3.52% | -0.3% |
| Q1 2019 | $54,336,000 | +1.5% | 315,247 | -11.3% | 3.53% | -33.2% |
| Q4 2018 | $53,526,000 | -1.3% | 355,254 | +16.4% | 5.28% | +0.2% |
| Q3 2018 | $54,213,000 | +34.9% | 305,204 | +23.5% | 5.28% | +14.2% |
| Q2 2018 | $40,182,000 | +33.8% | 247,111 | +27.6% | 4.62% | +12.5% |
| Q1 2018 | $30,027,000 | +18.5% | 193,636 | +16.8% | 4.11% | +14.0% |
| Q4 2017 | $25,330,000 | +17.4% | 165,805 | +13.9% | 3.60% | +4.6% |
| Q3 2017 | $21,571,000 | +17.7% | 145,617 | +8.7% | 3.44% | -9.6% |
| Q2 2017 | $18,334,000 | -4.7% | 133,971 | -5.7% | 3.81% | -28.5% |
| Q1 2017 | $19,238,000 | +1056.1% | 142,138 | +940.2% | 5.32% | +1198.8% |
| Q4 2016 | $1,664,000 | – | 13,664 | – | 0.41% | – |
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% |