ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,309 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $912,223 | +10.3% | 12,943 | 0.0% | 0.09% | +1.2% |
| Q1 2023 | $826,928 | +184895.1% | 12,943 | +69.4% | 0.08% | +49.1% |
| Q4 2022 | $447 | -99.9% | 7,641 | 0.0% | 0.06% | -10.9% |
| Q3 2022 | $442,000 | -7.5% | 7,641 | -3.5% | 0.06% | -8.6% |
| Q2 2022 | $478,000 | -21.0% | 7,920 | 0.0% | 0.07% | -15.7% |
| Q1 2022 | $605,000 | -11.7% | 7,920 | -14.5% | 0.08% | -29.7% |
| Q4 2021 | $685,000 | 0.0% | 9,262 | 0.0% | 0.12% | 0.0% |
| Q3 2021 | $685,000 | -3.5% | 9,262 | -5.1% | 0.12% | +47.5% |
| Q2 2021 | $710,000 | +11.8% | 9,762 | 0.0% | 0.08% | -41.6% |
| Q1 2021 | $635,000 | -10.7% | 9,762 | -12.3% | 0.14% | -21.3% |
| Q4 2020 | $711,000 | +38.1% | 11,137 | +399.6% | 0.17% | +19.2% |
| Q3 2020 | $515,000 | +11.5% | 2,229 | 0.0% | 0.15% | -1.4% |
| Q2 2020 | $462,000 | +9.5% | 2,229 | -12.6% | 0.15% | -35.4% |
| Q1 2020 | $422,000 | -14.6% | 2,551 | 0.0% | 0.23% | -2.1% |
| Q4 2019 | $494,000 | +7.6% | 2,551 | 0.0% | 0.23% | +0.9% |
| Q3 2019 | $459,000 | -19.8% | 2,551 | -20.2% | 0.23% | -19.7% |
| Q2 2019 | $572,000 | +3.8% | 3,196 | 0.0% | 0.29% | +5.5% |
| Q1 2019 | $551,000 | +119.5% | 3,196 | +91.7% | 0.27% | +110.8% |
| Q4 2018 | $251,000 | -14.9% | 1,667 | 0.0% | 0.13% | +56.6% |
| Q3 2018 | $295,000 | +8.9% | 1,667 | 0.0% | 0.08% | +5.1% |
| Q2 2018 | $271,000 | -99.9% | 1,667 | +1.3% | 0.08% | -42.8% |
| Q1 2018 | $255,245,000 | +101187.7% | 1,646 | 0.0% | 0.14% | -2.1% |
| Q4 2017 | $252,000 | +6.8% | 1,646 | 0.0% | 0.14% | -4.1% |
| Q3 2017 | $236,000 | +28.3% | 1,646 | +22.4% | 0.15% | +21.5% |
| Q2 2017 | $184,000 | +0.5% | 1,345 | -3.6% | 0.12% | -6.2% |
| Q1 2017 | $183,000 | +7.6% | 1,395 | 0.0% | 0.13% | -5.1% |
| Q4 2016 | $170,000 | – | 1,395 | – | 0.14% | – |
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% |