ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,188 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,423,625 | +0.6% | 64,654 | -6.1% | 0.02% | 0.0% |
| Q2 2023 | $4,398,761 | 0.0% | 68,849 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $4,398,761 | +5.9% | 68,849 | -3.1% | 0.02% | +4.2% |
| Q4 2022 | $4,154,845 | -9.8% | 71,023 | -10.8% | 0.02% | -17.2% |
| Q3 2022 | $4,604,000 | -7.6% | 79,606 | -3.7% | 0.03% | 0.0% |
| Q2 2022 | $4,985,000 | -27.1% | 82,630 | -7.7% | 0.03% | -14.7% |
| Q1 2022 | $6,835,000 | -16.5% | 89,497 | -8.5% | 0.03% | -12.8% |
| Q4 2021 | $8,182,000 | +6.2% | 97,798 | -6.2% | 0.04% | -2.5% |
| Q3 2021 | $7,705,000 | +0.1% | 104,255 | -1.5% | 0.04% | 0.0% |
| Q2 2021 | $7,694,000 | -1.5% | 105,808 | -11.8% | 0.04% | -4.8% |
| Q1 2021 | $7,812,000 | -2.2% | 119,996 | -4.2% | 0.04% | -4.5% |
| Q4 2020 | $7,988,000 | +26.5% | 125,192 | +358.2% | 0.04% | +15.8% |
| Q3 2020 | $6,314,000 | +9.4% | 27,325 | -1.8% | 0.04% | +8.6% |
| Q2 2020 | $5,774,000 | +45.6% | 27,829 | +35.8% | 0.04% | +94.4% |
| Q1 2020 | $3,967,000 | 0.0% | 20,489 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $3,967,000 | +2.9% | 20,489 | -4.4% | 0.02% | 0.0% |
| Q3 2019 | $3,857,000 | -3.8% | 21,427 | -4.2% | 0.02% | 0.0% |
| Q2 2019 | $4,008,000 | +3.9% | 22,363 | -0.1% | 0.02% | +5.9% |
| Q1 2019 | $3,857,000 | +14.0% | 22,381 | -0.4% | 0.02% | 0.0% |
| Q4 2018 | $3,384,000 | -1.8% | 22,468 | +15.5% | 0.02% | +21.4% |
| Q3 2018 | $3,446,000 | +4.0% | 19,453 | -10.4% | 0.01% | 0.0% |
| Q1 2018 | $3,315,000 | 0.0% | 21,706 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $3,315,000 | +4.0% | 21,706 | -2.3% | 0.01% | 0.0% |
| Q3 2017 | $3,187,000 | +13.8% | 22,228 | +4.3% | 0.01% | +7.7% |
| Q2 2017 | $2,801,000 | 0.0% | 21,305 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $2,801,000 | +8.3% | 21,305 | +0.2% | 0.01% | -7.1% |
| Q4 2016 | $2,587,000 | +1.9% | 21,255 | +1.8% | 0.01% | 0.0% |
| Q3 2016 | $2,540,000 | +4.4% | 20,887 | 0.0% | 0.01% | -6.7% |
| Q2 2016 | $2,434,000 | +0.6% | 20,887 | 0.0% | 0.02% | -6.2% |
| Q1 2016 | $2,420,000 | +0.1% | 20,887 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $2,417,000 | +15.0% | 20,887 | +7.1% | 0.02% | +6.7% |
| Q3 2015 | $2,101,000 | +3.8% | 19,504 | +9.7% | 0.02% | 0.0% |
| Q2 2015 | $2,024,000 | -0.3% | 17,785 | -0.2% | 0.02% | 0.0% |
| Q1 2015 | $2,031,000 | +2.1% | 17,827 | 0.0% | 0.02% | -6.2% |
| Q4 2014 | $1,989,000 | +16.9% | 17,827 | +11.8% | 0.02% | +6.7% |
| Q3 2014 | $1,702,000 | +1.6% | 15,943 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $1,676,000 | +3.6% | 15,943 | -1.6% | 0.02% | 0.0% |
| Q1 2014 | $1,617,000 | +0.9% | 16,197 | -0.2% | 0.02% | -6.2% |
| Q4 2013 | $1,602,000 | +27.3% | 16,234 | +15.2% | 0.02% | +6.7% |
| Q3 2013 | $1,258,000 | +14.7% | 14,095 | +7.8% | 0.02% | +7.1% |
| Q2 2013 | $1,097,000 | – | 13,078 | – | 0.01% | – |
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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% |