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 | $13,606,685 | +30.3% | 198,870 | +34.2% | 0.24% | +33.9% |
| Q2 2023 | $10,445,488 | +29.1% | 148,205 | +17.1% | 0.18% | +19.6% |
| Q1 2023 | $8,089,496 | +8.0% | 126,616 | -1.1% | 0.15% | +3.5% |
| Q4 2022 | $7,489,521 | +0.3% | 128,026 | -0.8% | 0.14% | -16.4% |
| Q3 2022 | $7,467,000 | -5.3% | 129,070 | -1.2% | 0.17% | -3.4% |
| Q2 2022 | $7,887,000 | -25.4% | 130,685 | -5.5% | 0.18% | -14.1% |
| Q1 2022 | $10,567,000 | -18.6% | 138,344 | -10.8% | 0.21% | -16.6% |
| Q4 2021 | $12,974,000 | +16.5% | 155,059 | +2.9% | 0.25% | +9.8% |
| Q3 2021 | $11,140,000 | +0.4% | 150,724 | -1.2% | 0.22% | +0.9% |
| Q2 2021 | $11,091,000 | +40.7% | 152,501 | +26.0% | 0.22% | +28.9% |
| Q1 2021 | $7,882,000 | -6.4% | 121,060 | -8.3% | 0.17% | -10.8% |
| Q4 2020 | $8,422,000 | +86.1% | 131,964 | +574.0% | 0.19% | +71.7% |
| Q3 2020 | $4,525,000 | +1.5% | 19,580 | -8.9% | 0.11% | -4.2% |
| Q2 2020 | $4,460,000 | +24.9% | 21,494 | -0.6% | 0.12% | -4.8% |
| Q1 2020 | $3,571,000 | -15.3% | 21,634 | -0.7% | 0.12% | +7.8% |
| Q4 2019 | $4,218,000 | +1.1% | 21,782 | -6.0% | 0.12% | -7.3% |
| Q3 2019 | $4,173,000 | -4.0% | 23,179 | -4.5% | 0.12% | -7.5% |
| Q2 2019 | $4,349,000 | +34.8% | 24,264 | +29.6% | 0.13% | +35.4% |
| Q1 2019 | $3,227,000 | +9.4% | 18,724 | -4.4% | 0.10% | -10.0% |
| Q4 2018 | $2,951,000 | -2.7% | 19,585 | +14.4% | 0.11% | +15.8% |
| Q3 2018 | $3,033,000 | +9.7% | 17,119 | +0.7% | 0.10% | +10.5% |
| Q2 2018 | $2,765,000 | +9.6% | 17,003 | +4.6% | 0.09% | +16.2% |
| Q1 2018 | $2,522,000 | +0.8% | 16,263 | -0.7% | 0.07% | -6.3% |
| Q4 2017 | $2,502,000 | +5.5% | 16,375 | -1.0% | 0.08% | +1.3% |
| Q3 2017 | $2,372,000 | +6.6% | 16,538 | +1.7% | 0.08% | +4.0% |
| Q2 2017 | $2,226,000 | +119.1% | 16,268 | +110.5% | 0.08% | +114.3% |
| Q1 2017 | $1,016,000 | +7.2% | 7,728 | -0.7% | 0.04% | +6.1% |
| Q4 2016 | $948,000 | +0.1% | 7,786 | 0.0% | 0.03% | -2.9% |
| Q3 2016 | $947,000 | +8.4% | 7,786 | +3.9% | 0.03% | +6.2% |
| Q2 2016 | $874,000 | +1.6% | 7,494 | +0.9% | 0.03% | 0.0% |
| Q1 2016 | $860,000 | -13.1% | 7,424 | -13.1% | 0.03% | -13.5% |
| Q4 2015 | $990,000 | +8.7% | 8,548 | +1.2% | 0.04% | +2.8% |
| Q3 2015 | $911,000 | -2.7% | 8,448 | +2.8% | 0.04% | +2.9% |
| Q2 2015 | $936,000 | +5.3% | 8,218 | +5.3% | 0.04% | +6.1% |
| Q1 2015 | $889,000 | +3.3% | 7,805 | +1.1% | 0.03% | 0.0% |
| Q4 2014 | $861,000 | +4.4% | 7,719 | 0.0% | 0.03% | 0.0% |
| Q3 2014 | $825,000 | +1.5% | 7,719 | -0.1% | 0.03% | 0.0% |
| Q2 2014 | $813,000 | +5.4% | 7,725 | 0.0% | 0.03% | 0.0% |
| Q1 2014 | $771,000 | +0.5% | 7,725 | -0.6% | 0.03% | -2.9% |
| Q4 2013 | $767,000 | +11.3% | 7,770 | +0.8% | 0.03% | 0.0% |
| Q3 2013 | $689,000 | +6.3% | 7,712 | 0.0% | 0.03% | 0.0% |
| Q2 2013 | $648,000 | – | 7,712 | – | 0.03% | – |
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% |