ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $225,781,406 | +0.4% | 3,298,325 | +3.3% | 0.37% | +1.9% |
| Q2 2023 | $224,980,828 | +12.0% | 3,192,123 | +1.5% | 0.36% | +6.8% |
| Q1 2023 | $200,877,571 | +45.5% | 3,144,116 | +33.2% | 0.34% | +38.9% |
| Q4 2022 | $138,061,815 | +25.4% | 2,360,031 | +24.0% | 0.24% | +7.5% |
| Q3 2022 | $110,084,000 | +10.3% | 1,902,936 | +15.1% | 0.23% | +17.6% |
| Q2 2022 | $99,799,000 | -16.8% | 1,653,675 | +5.3% | 0.19% | -3.5% |
| Q1 2022 | $119,970,000 | -10.3% | 1,570,760 | -1.7% | 0.20% | -5.2% |
| Q4 2021 | $133,699,000 | +8.1% | 1,597,961 | -4.5% | 0.21% | -9.4% |
| Q3 2021 | $123,737,000 | -0.7% | 1,673,955 | -2.3% | 0.23% | 0.0% |
| Q2 2021 | $124,595,000 | +7.5% | 1,713,113 | -3.8% | 0.23% | -0.4% |
| Q1 2021 | $115,923,000 | +1.6% | 1,780,417 | -0.4% | 0.23% | -4.9% |
| Q4 2020 | $114,047,000 | +9.1% | 1,787,000 | +295.1% | 0.25% | -3.5% |
| Q3 2020 | $104,507,000 | +3.6% | 452,256 | -7.0% | 0.26% | -3.8% |
| Q2 2020 | $100,871,000 | +32.1% | 486,151 | +5.1% | 0.26% | +11.3% |
| Q1 2020 | $76,359,000 | -11.1% | 462,643 | +4.3% | 0.24% | +8.2% |
| Q4 2019 | $85,931,000 | -1.8% | 443,769 | -8.7% | 0.22% | -7.6% |
| Q3 2019 | $87,508,000 | +1.2% | 486,081 | +0.8% | 0.24% | -1.2% |
| Q2 2019 | $86,469,000 | +15.7% | 482,415 | +11.3% | 0.24% | +11.6% |
| Q1 2019 | $74,726,000 | +12.4% | 433,547 | -1.7% | 0.22% | +0.5% |
| Q4 2018 | $66,470,000 | -5.0% | 441,163 | +11.7% | 0.22% | +5.9% |
| Q3 2018 | $69,992,000 | +16.2% | 395,056 | +6.6% | 0.20% | +9.7% |
| Q2 2018 | $60,252,000 | +14.0% | 370,531 | +8.7% | 0.18% | +14.2% |
| Q1 2018 | $52,855,000 | +5.4% | 340,846 | +3.8% | 0.16% | +5.9% |
| Q4 2017 | $50,167,000 | +7.9% | 328,376 | +1.3% | 0.15% | +2.7% |
| Q3 2017 | $46,479,000 | +3.5% | 324,070 | -1.2% | 0.15% | -0.7% |
| Q2 2017 | $44,908,000 | +10.9% | 328,154 | +6.6% | 0.15% | +7.9% |
| Q1 2017 | $40,501,000 | +10.5% | 307,948 | +2.3% | 0.14% | +5.3% |
| Q4 2016 | $36,660,000 | -11.4% | 301,011 | -11.5% | 0.13% | -13.7% |
| Q3 2016 | $41,364,000 | +15.5% | 339,991 | +10.7% | 0.15% | +12.5% |
| Q2 2016 | $35,814,000 | +11.2% | 307,212 | +10.5% | 0.14% | +7.1% |
| Q1 2016 | $32,210,000 | -1.9% | 277,940 | -2.0% | 0.13% | -3.8% |
| Q4 2015 | $32,830,000 | +1.3% | 283,512 | -5.7% | 0.13% | -2.9% |
| Q3 2015 | $32,407,000 | -16.7% | 300,620 | -12.0% | 0.14% | -9.9% |
| Q2 2015 | $38,912,000 | +21.7% | 341,750 | +21.8% | 0.15% | +22.8% |
| Q1 2015 | $31,973,000 | +1.4% | 280,594 | -0.7% | 0.12% | +0.8% |
| Q4 2014 | $31,537,000 | +1.5% | 282,597 | -2.8% | 0.12% | -3.2% |
| Q3 2014 | $31,061,000 | +1.2% | 290,775 | -0.4% | 0.13% | +3.3% |
| Q2 2014 | $30,701,000 | -2.7% | 291,859 | -7.6% | 0.12% | -5.4% |
| Q1 2014 | $31,545,000 | -9.2% | 315,954 | -10.2% | 0.13% | -8.5% |
| Q4 2013 | $34,729,000 | +21.5% | 351,688 | +10.0% | 0.14% | +11.9% |
| Q3 2013 | $28,579,000 | +23.2% | 319,823 | +15.8% | 0.13% | +18.9% |
| Q2 2013 | $23,204,000 | – | 276,202 | – | 0.11% | – |
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% |