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 | $1,184,881,875 | +4.6% | 17,317,771 | +7.8% | 0.13% | +9.2% |
| Q2 2023 | $1,132,737,550 | +8.1% | 16,071,759 | -2.0% | 0.12% | +10.2% |
| Q1 2023 | $1,047,895,885 | +9.0% | 16,401,563 | -0.2% | 0.11% | -1.8% |
| Q4 2022 | $961,470,225 | -4.5% | 16,435,388 | -5.5% | 0.11% | -8.3% |
| Q3 2022 | $1,006,578,000 | -3.4% | 17,399,810 | +0.8% | 0.12% | +0.8% |
| Q2 2022 | $1,042,196,000 | -17.9% | 17,269,179 | +3.9% | 0.12% | -3.3% |
| Q1 2022 | $1,269,062,000 | -13.5% | 16,615,110 | -5.2% | 0.12% | -13.4% |
| Q4 2021 | $1,466,915,000 | +11.7% | 17,532,144 | -1.3% | 0.14% | +5.2% |
| Q3 2021 | $1,312,783,000 | +1.9% | 17,761,915 | +0.2% | 0.14% | +0.7% |
| Q2 2021 | $1,288,648,000 | +13.9% | 17,718,239 | +2.0% | 0.13% | +5.5% |
| Q1 2021 | $1,131,385,000 | -0.3% | 17,376,523 | -2.3% | 0.13% | -13.0% |
| Q4 2020 | $1,134,881,000 | +9.0% | 17,782,539 | +294.6% | 0.15% | +2.8% |
| Q3 2020 | $1,041,435,000 | +1.9% | 4,506,813 | -8.5% | 0.14% | -8.4% |
| Q2 2020 | $1,021,520,000 | +15.8% | 4,923,223 | -7.9% | 0.16% | -2.5% |
| Q1 2020 | $882,457,000 | -16.1% | 5,346,605 | -1.6% | 0.16% | +5.3% |
| Q4 2019 | $1,051,637,000 | +8.5% | 5,430,883 | +0.9% | 0.15% | +4.9% |
| Q3 2019 | $968,871,000 | +0.6% | 5,381,718 | +0.1% | 0.14% | -1.4% |
| Q2 2019 | $963,202,000 | +4.3% | 5,373,809 | +0.3% | 0.15% | +2.1% |
| Q1 2019 | $923,144,000 | +7.5% | 5,355,906 | -6.0% | 0.14% | -5.3% |
| Q4 2018 | $858,353,000 | -12.6% | 5,696,908 | +2.8% | 0.15% | -1.3% |
| Q3 2018 | $981,813,000 | +10.1% | 5,541,648 | +1.0% | 0.15% | +3.4% |
| Q2 2018 | $892,109,000 | +7.5% | 5,486,192 | +2.6% | 0.15% | +4.2% |
| Q1 2018 | $829,500,000 | +2.7% | 5,349,202 | +1.2% | 0.14% | +5.2% |
| Q4 2017 | $807,574,000 | +9.7% | 5,286,204 | +3.0% | 0.14% | +15.4% |
| Q3 2017 | $736,382,000 | +6.9% | 5,134,439 | +2.0% | 0.12% | -14.6% |
| Q2 2017 | $688,754,000 | +10.3% | 5,032,911 | +6.0% | 0.14% | +10.5% |
| Q1 2017 | $624,481,000 | +1.2% | 4,748,175 | -6.3% | 0.12% | -7.5% |
| Q4 2016 | $617,330,000 | +7.1% | 5,068,807 | +7.0% | 0.13% | +6.3% |
| Q3 2016 | $576,490,000 | +4.0% | 4,738,546 | -0.4% | 0.13% | -2.3% |
| Q2 2016 | $554,579,000 | -3.0% | 4,757,068 | -3.5% | 0.13% | -7.2% |
| Q1 2016 | $571,541,000 | -6.5% | 4,931,759 | -6.6% | 0.14% | -4.1% |
| Q4 2015 | $611,283,000 | +23.4% | 5,278,787 | +14.9% | 0.14% | +17.9% |
| Q3 2015 | $495,224,000 | -0.3% | 4,593,917 | +5.3% | 0.12% | -24.1% |
| Q2 2015 | $496,812,000 | -0.5% | 4,363,356 | -0.4% | 0.16% | -3.6% |
| Q1 2015 | $499,176,000 | +5.2% | 4,380,658 | +3.1% | 0.17% | -0.6% |
| Q4 2014 | $474,311,000 | +9.2% | 4,250,092 | +4.6% | 0.17% | +20.7% |
| Q3 2014 | $434,217,000 | +1.2% | 4,064,935 | -0.3% | 0.14% | +2.2% |
| Q2 2014 | $428,979,000 | +18.2% | 4,078,143 | +12.2% | 0.14% | +1.5% |
| Q1 2014 | $362,912,000 | +1.7% | 3,634,938 | +0.6% | 0.14% | +5.5% |
| Q4 2013 | $356,815,000 | +11.1% | 3,613,327 | +0.5% | 0.13% | 0.0% |
| Q3 2013 | $321,175,000 | +14.0% | 3,594,172 | +7.1% | 0.13% | +7.6% |
| Q2 2013 | $281,823,000 | – | 3,354,634 | – | 0.12% | – |
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% |