ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,035,455 | -4.0% | 643,605 | -1.1% | 1.50% | -0.1% |
| Q2 2023 | $45,875,713 | +9.0% | 650,904 | -1.2% | 1.50% | +5.2% |
| Q1 2023 | $42,083,385 | +108749.5% | 658,685 | -0.3% | 1.43% | +2.4% |
| Q4 2022 | $38,662 | -99.9% | 660,897 | -0.6% | 1.39% | -6.7% |
| Q3 2022 | $38,457,000 | -5.0% | 664,768 | -0.9% | 1.49% | +1.6% |
| Q2 2022 | $40,489,000 | -23.7% | 670,901 | -3.4% | 1.47% | -10.7% |
| Q1 2022 | $53,033,000 | -10.1% | 694,330 | -1.5% | 1.64% | -5.1% |
| Q4 2021 | $59,006,000 | +9.2% | 705,221 | -3.5% | 1.73% | -21.6% |
| Q3 2021 | $54,019,000 | -0.7% | 730,879 | -2.3% | 2.21% | -1.9% |
| Q2 2021 | $54,399,000 | +8.3% | 747,956 | -3.0% | 2.26% | +3.8% |
| Q1 2021 | $50,211,000 | -1.4% | 771,168 | -3.4% | 2.17% | -6.7% |
| Q4 2020 | $50,923,000 | +4.3% | 797,913 | +277.8% | 2.33% | -6.9% |
| Q3 2020 | $48,803,000 | +5.6% | 211,197 | -5.2% | 2.50% | +2.8% |
| Q2 2020 | $46,210,000 | +16.8% | 222,707 | -7.1% | 2.44% | +1.3% |
| Q1 2020 | $39,551,000 | -13.7% | 239,628 | +1.3% | 2.40% | +9.5% |
| Q4 2019 | $45,818,000 | +5.7% | 236,615 | -1.8% | 2.20% | -1.9% |
| Q3 2019 | $43,362,000 | -3.8% | 240,859 | -4.2% | 2.24% | -7.0% |
| Q2 2019 | $45,083,000 | -0.2% | 251,523 | -4.1% | 2.41% | -0.7% |
| Q1 2019 | $45,191,000 | +12.6% | 262,193 | -1.6% | 2.43% | +0.8% |
| Q4 2018 | $40,128,000 | -15.7% | 266,331 | -0.9% | 2.41% | -3.3% |
| Q3 2018 | $47,629,000 | +8.9% | 268,830 | -0.0% | 2.49% | -55.2% |
| Q2 2018 | $43,721,000 | +2.9% | 268,866 | -1.9% | 5.55% | +1.7% |
| Q1 2018 | $42,485,000 | -1.1% | 273,974 | -2.6% | 5.46% | +0.2% |
| Q4 2017 | $42,976,000 | +1.4% | 281,315 | -4.8% | 5.44% | -2.5% |
| Q3 2017 | $42,365,000 | +1.6% | 295,389 | -3.0% | 5.59% | -6.1% |
| Q2 2017 | $41,695,000 | -2.3% | 304,678 | -6.1% | 5.95% | -6.4% |
| Q1 2017 | $42,675,000 | -3.3% | 324,487 | -10.4% | 6.35% | -11.5% |
| Q4 2016 | $44,127,000 | -7.1% | 362,320 | -7.2% | 7.18% | -11.3% |
| Q3 2016 | $47,476,000 | +1.0% | 390,241 | -3.2% | 8.10% | -0.6% |
| Q2 2016 | $47,022,000 | -4.8% | 403,346 | -5.4% | 8.15% | -3.7% |
| Q1 2016 | $49,416,000 | -1.9% | 426,406 | -1.9% | 8.46% | -0.9% |
| Q4 2015 | $50,350,000 | +4.4% | 434,809 | -2.9% | 8.54% | +1.9% |
| Q3 2015 | $48,249,000 | -9.2% | 447,584 | -4.1% | 8.38% | -1.1% |
| Q2 2015 | $53,139,000 | -12.4% | 466,703 | -12.4% | 8.47% | -13.5% |
| Q1 2015 | $60,690,000 | -8.2% | 532,599 | -10.1% | 9.80% | -9.4% |
| Q4 2014 | $66,130,000 | -4.5% | 592,558 | -8.6% | 10.82% | -7.0% |
| Q3 2014 | $69,244,000 | +2.8% | 648,234 | +1.3% | 11.63% | +3.3% |
| Q2 2014 | $67,344,000 | +7.4% | 640,218 | +2.0% | 11.26% | +2.5% |
| Q1 2014 | $62,688,000 | +3.5% | 627,875 | +2.3% | 10.98% | +1.6% |
| Q4 2013 | $60,589,000 | +18.9% | 613,557 | +7.6% | 10.80% | +5.6% |
| Q3 2013 | $50,954,000 | +11.9% | 570,205 | +5.3% | 10.23% | +8.8% |
| Q2 2013 | $45,536,000 | – | 541,610 | – | 9.40% | – |
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% |