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 | $1,070,380,526 | -3.5% | 15,644,263 | -0.6% | 0.31% | +2.6% |
| Q2 2023 | $1,109,747,979 | +9.7% | 15,745,573 | -0.6% | 0.31% | +5.2% |
| Q1 2023 | $1,011,704,063 | +6.4% | 15,835,090 | -2.6% | 0.29% | +2.1% |
| Q4 2022 | $950,788,176 | +5.4% | 16,252,789 | +4.2% | 0.28% | -3.1% |
| Q3 2022 | $902,277,000 | -5.6% | 15,596,844 | -1.5% | 0.29% | -0.3% |
| Q2 2022 | $955,344,000 | -21.5% | 15,830,044 | -0.7% | 0.30% | -5.8% |
| Q1 2022 | $1,217,237,000 | -9.4% | 15,936,600 | -0.8% | 0.31% | -6.8% |
| Q4 2021 | $1,344,266,000 | +17.5% | 16,066,291 | +3.8% | 0.34% | +33.9% |
| Q3 2021 | $1,143,939,000 | -8.8% | 15,477,450 | -10.2% | 0.25% | -8.7% |
| Q2 2021 | $1,253,916,000 | +6.5% | 17,240,708 | -4.7% | 0.28% | +3.8% |
| Q1 2021 | $1,177,309,000 | -4.4% | 18,081,850 | -6.3% | 0.26% | -10.5% |
| Q4 2020 | $1,231,949,000 | +9.0% | 19,303,483 | +294.6% | 0.30% | -5.1% |
| Q3 2020 | $1,130,460,000 | +6.3% | 4,892,075 | -4.6% | 0.31% | +1.0% |
| Q2 2020 | $1,063,677,000 | +22.7% | 5,126,401 | -2.4% | 0.31% | +3.0% |
| Q1 2020 | $866,974,000 | -15.6% | 5,252,792 | -0.9% | 0.30% | +8.3% |
| Q4 2019 | $1,026,762,000 | +5.0% | 5,302,426 | -2.4% | 0.28% | 0.0% |
| Q3 2019 | $977,924,000 | -13.7% | 5,432,007 | -14.1% | 0.28% | -14.5% |
| Q2 2019 | $1,133,032,000 | +1.6% | 6,321,317 | -2.3% | 0.32% | -2.4% |
| Q1 2019 | $1,115,158,000 | +10.2% | 6,469,927 | -3.7% | 0.33% | -1.2% |
| Q4 2018 | $1,011,866,000 | -15.3% | 6,715,783 | -0.4% | 0.34% | -0.6% |
| Q3 2018 | $1,194,813,000 | +10.0% | 6,743,877 | +1.0% | 0.34% | +5.0% |
| Q2 2018 | $1,086,023,000 | +0.7% | 6,678,696 | -4.0% | 0.32% | +0.9% |
| Q1 2018 | $1,078,643,000 | -5.3% | 6,955,846 | -6.7% | 0.32% | -3.0% |
| Q4 2017 | $1,138,631,000 | +7.2% | 7,453,233 | +0.7% | 0.33% | 0.0% |
| Q3 2017 | $1,061,917,000 | +7.3% | 7,404,246 | +2.4% | 0.33% | +3.5% |
| Q2 2017 | $989,846,000 | +6.4% | 7,233,074 | +2.3% | 0.32% | +5.3% |
| Q1 2017 | $930,058,000 | +12.2% | 7,071,610 | +3.9% | 0.30% | +3.1% |
| Q4 2016 | $829,164,000 | +8.1% | 6,808,139 | +7.9% | 0.29% | +3.5% |
| Q3 2016 | $767,321,000 | +3.7% | 6,307,100 | -0.7% | 0.28% | -1.4% |
| Q2 2016 | $740,213,000 | -2.2% | 6,349,408 | -2.8% | 0.29% | -5.0% |
| Q1 2016 | $756,704,000 | -3.6% | 6,529,509 | -3.7% | 0.30% | -2.6% |
| Q4 2015 | $785,175,000 | +19.9% | 6,780,433 | +11.6% | 0.31% | +12.7% |
| Q3 2015 | $655,075,000 | -2.8% | 6,076,762 | +2.6% | 0.28% | +5.8% |
| Q2 2015 | $674,094,000 | -48.1% | 5,920,312 | -48.1% | 0.26% | +2.8% |
| Q1 2015 | $1,299,550,000 | +112.4% | 11,404,580 | +108.0% | 0.25% | +5.4% |
| Q4 2014 | $611,856,000 | +14.3% | 5,482,598 | +9.4% | 0.24% | +7.1% |
| Q3 2014 | $535,166,000 | +5.2% | 5,009,980 | +3.5% | 0.22% | +6.7% |
| Q2 2014 | $508,949,000 | +8.5% | 4,838,379 | +3.0% | 0.21% | +5.5% |
| Q1 2014 | $469,119,000 | +4.9% | 4,698,737 | +3.8% | 0.20% | +2.6% |
| Q4 2013 | $447,220,000 | +17.1% | 4,528,816 | +6.0% | 0.19% | +6.6% |
| Q3 2013 | $381,812,000 | +9.8% | 4,272,843 | +3.2% | 0.18% | +1.1% |
| Q2 2013 | $347,667,000 | – | 4,138,502 | – | 0.18% | – |
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% |