ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,270 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $75,059,135 | -10.8% | 1,097,035 | -8.1% | 0.35% | -6.2% |
| Q2 2023 | $84,143,253 | -3.2% | 1,193,860 | -12.2% | 0.37% | -8.2% |
| Q1 2023 | $86,902,028 | -40.3% | 1,360,182 | -45.3% | 0.40% | -42.2% |
| Q4 2022 | $145,499,445 | +12.6% | 2,487,170 | +11.3% | 0.70% | +3.6% |
| Q3 2022 | $129,235,000 | +29.3% | 2,233,973 | +34.9% | 0.68% | +39.8% |
| Q2 2022 | $99,965,000 | -13.6% | 1,656,421 | +9.3% | 0.48% | +2.1% |
| Q1 2022 | $115,715,000 | +5.1% | 1,514,985 | +15.2% | 0.47% | +10.5% |
| Q4 2021 | $110,055,000 | +34.3% | 1,315,348 | +18.6% | 0.43% | +20.2% |
| Q3 2021 | $81,959,000 | +4.5% | 1,108,901 | +2.9% | 0.36% | +3.5% |
| Q2 2021 | $78,402,000 | +8.4% | 1,077,982 | -3.0% | 0.34% | +2.4% |
| Q1 2021 | $72,335,000 | -0.6% | 1,110,959 | -2.5% | 0.34% | -6.1% |
| Q4 2020 | $72,741,000 | +17.3% | 1,139,788 | +324.6% | 0.36% | +4.4% |
| Q3 2020 | $62,025,000 | +12.0% | 268,412 | +0.6% | 0.34% | +3.3% |
| Q2 2020 | $55,358,000 | +29.5% | 266,800 | +3.0% | 0.33% | +8.9% |
| Q1 2020 | $42,739,000 | -19.7% | 258,946 | -5.7% | 0.30% | +3.0% |
| Q4 2019 | $53,196,000 | +8.3% | 274,717 | +0.7% | 0.30% | +0.7% |
| Q3 2019 | $49,101,000 | +3.4% | 272,739 | +3.0% | 0.29% | +1.4% |
| Q2 2019 | $47,479,000 | -4.8% | 264,890 | -8.4% | 0.29% | -9.4% |
| Q1 2019 | $49,869,000 | +9.0% | 289,328 | -4.7% | 0.32% | -3.9% |
| Q4 2018 | $45,745,000 | +1.0% | 303,612 | +18.8% | 0.33% | +15.6% |
| Q3 2018 | $45,291,000 | +7.3% | 255,635 | -1.5% | 0.29% | +0.7% |
| Q2 2018 | $42,207,000 | -0.4% | 259,562 | -5.1% | 0.29% | -1.0% |
| Q1 2018 | $42,392,000 | +6.6% | 273,376 | +5.0% | 0.29% | +7.0% |
| Q4 2017 | $39,763,000 | +9.2% | 260,280 | +2.5% | 0.27% | +3.4% |
| Q3 2017 | $36,420,000 | +13.7% | 253,940 | +8.5% | 0.26% | +10.6% |
| Q2 2017 | $32,031,000 | +27.4% | 234,057 | +22.5% | 0.24% | +24.2% |
| Q1 2017 | $25,137,000 | +21.1% | 191,124 | +12.1% | 0.19% | +13.8% |
| Q4 2016 | $20,756,000 | +10.2% | 170,425 | +10.0% | 0.17% | +7.1% |
| Q3 2016 | $18,841,000 | +8.4% | 154,866 | +3.9% | 0.16% | +5.4% |
| Q2 2016 | $17,382,000 | -1.9% | 149,102 | -2.5% | 0.15% | -3.3% |
| Q1 2016 | $17,717,000 | -2.0% | 152,882 | -2.0% | 0.15% | -3.8% |
| Q4 2015 | $18,072,000 | +9.2% | 156,059 | +1.7% | 0.16% | +3.2% |
| Q3 2015 | $16,549,000 | -1.7% | 153,513 | +3.8% | 0.15% | +4.8% |
| Q2 2015 | $16,831,000 | +6.6% | 147,822 | +6.6% | 0.15% | +7.3% |
| Q1 2015 | $15,796,000 | +10.7% | 138,621 | +8.4% | 0.14% | +12.3% |
| Q4 2014 | $14,275,000 | +16.4% | 127,915 | +11.4% | 0.12% | +8.9% |
| Q3 2014 | $12,263,000 | +5.8% | 114,800 | +4.2% | 0.11% | +6.7% |
| Q2 2014 | $11,593,000 | +8.3% | 110,210 | +2.8% | 0.10% | +4.0% |
| Q1 2014 | $10,705,000 | -0.8% | 107,224 | -1.9% | 0.10% | -2.9% |
| Q4 2013 | $10,788,000 | +7.3% | 109,250 | -2.9% | 0.10% | 0.0% |
| Q3 2013 | $10,058,000 | +6.1% | 112,555 | -0.2% | 0.10% | +3.0% |
| Q2 2013 | $9,478,000 | – | 112,823 | – | 0.10% | – |
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% |