ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,093,078 | -2.3% | 15,976 | +0.7% | 0.03% | +3.2% |
| Q2 2023 | $1,118,589 | +10.3% | 15,871 | 0.0% | 0.03% | +3.3% |
| Q1 2023 | $1,013,999 | +9.4% | 15,871 | +0.2% | 0.03% | +3.4% |
| Q4 2022 | $926,640 | -3.4% | 15,840 | -4.5% | 0.03% | -12.1% |
| Q3 2022 | $959,000 | -5.4% | 16,582 | -1.3% | 0.03% | 0.0% |
| Q2 2022 | $1,014,000 | -21.0% | 16,805 | 0.0% | 0.03% | -10.8% |
| Q1 2022 | $1,283,000 | -8.9% | 16,805 | -0.1% | 0.04% | -7.5% |
| Q4 2021 | $1,408,000 | +13.2% | 16,830 | 0.0% | 0.04% | -9.1% |
| Q3 2021 | $1,244,000 | +0.7% | 16,830 | -0.9% | 0.04% | -2.2% |
| Q2 2021 | $1,235,000 | +6.9% | 16,983 | -4.3% | 0.04% | 0.0% |
| Q1 2021 | $1,155,000 | -9.6% | 17,743 | -11.4% | 0.04% | -13.5% |
| Q4 2020 | $1,278,000 | +10.4% | 20,019 | +299.5% | 0.05% | 0.0% |
| Q3 2020 | $1,158,000 | +5.9% | 5,011 | -4.9% | 0.05% | -5.5% |
| Q2 2020 | $1,094,000 | +25.5% | 5,270 | -0.3% | 0.06% | +3.8% |
| Q1 2020 | $872,000 | -14.3% | 5,285 | +0.6% | 0.05% | +1.9% |
| Q4 2019 | $1,017,000 | +16.4% | 5,255 | +8.2% | 0.05% | +6.1% |
| Q3 2019 | $874,000 | -2.0% | 4,855 | 0.0% | 0.05% | -3.9% |
| Q2 2019 | $892,000 | +1.5% | 4,855 | -4.9% | 0.05% | -1.9% |
| Q1 2019 | $879,000 | +2.1% | 5,104 | -10.7% | 0.05% | -8.8% |
| Q4 2018 | $861,000 | -14.9% | 5,713 | 0.0% | 0.06% | -3.4% |
| Q3 2018 | $1,012,000 | +6.2% | 5,713 | -2.6% | 0.06% | -3.3% |
| Q2 2018 | $953,000 | +5.8% | 5,863 | +0.9% | 0.06% | +7.0% |
| Q1 2018 | $901,000 | -19.8% | 5,810 | -20.9% | 0.06% | -16.2% |
| Q4 2017 | $1,123,000 | +3.6% | 7,349 | -2.8% | 0.07% | -2.9% |
| Q3 2017 | $1,084,000 | -15.5% | 7,559 | -19.4% | 0.07% | -17.6% |
| Q2 2017 | $1,283,000 | +25.7% | 9,378 | +20.9% | 0.08% | +25.0% |
| Q1 2017 | $1,021,000 | +73.1% | 7,760 | +60.2% | 0.07% | +65.9% |
| Q4 2016 | $590,000 | +167.0% | 4,843 | +166.8% | 0.04% | +156.2% |
| Q3 2016 | $221,000 | +4.2% | 1,815 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $212,000 | +1.0% | 1,815 | 0.0% | 0.02% | -5.9% |
| Q1 2016 | $210,000 | 0.0% | 1,815 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $210,000 | +15.4% | 1,815 | +7.5% | 0.02% | +6.2% |
| Q3 2015 | $182,000 | -1.6% | 1,688 | +4.1% | 0.02% | +6.7% |
| Q2 2015 | $185,000 | +37.0% | 1,621 | +36.9% | 0.02% | +36.4% |
| Q1 2015 | $135,000 | -5.6% | 1,184 | -7.8% | 0.01% | -8.3% |
| Q4 2014 | $143,000 | +4.4% | 1,284 | 0.0% | 0.01% | +9.1% |
| Q3 2014 | $137,000 | +1.5% | 1,284 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $135,000 | +3.1% | 1,284 | -2.0% | 0.01% | 0.0% |
| Q1 2014 | $131,000 | -33.8% | 1,310 | -34.8% | 0.01% | -35.3% |
| Q4 2013 | $198,000 | +1137.5% | 2,010 | +1042.0% | 0.02% | +1600.0% |
| Q3 2013 | $16,000 | +6.7% | 176 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $15,000 | – | 176 | – | 0.00% | – |
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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% |