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 | $619,205,915 | +5.0% | 9,048,951 | +8.2% | 0.20% | +9.7% |
Q2 2023 | $589,809,265 | +14.2% | 8,366,365 | +3.5% | 0.18% | +9.5% |
Q1 2023 | $516,502,823 | +10.8% | 8,082,592 | +1.4% | 0.17% | +5.6% |
Q4 2022 | $466,242,000 | -1.9% | 7,974,513 | -3.5% | 0.16% | -9.1% |
Q3 2022 | $475,188,000 | -6.5% | 8,263,719 | -1.8% | 0.18% | -0.6% |
Q2 2022 | $508,027,000 | -26.6% | 8,416,702 | -6.7% | 0.18% | -13.2% |
Q1 2022 | $691,722,000 | -4.9% | 9,020,166 | +3.8% | 0.20% | +1.5% |
Q4 2021 | $727,630,000 | +13.2% | 8,693,459 | +0.0% | 0.20% | -2.0% |
Q3 2021 | $642,511,000 | +5.7% | 8,689,683 | +3.9% | 0.20% | +9.0% |
Q2 2021 | $607,925,000 | +18.2% | 8,360,412 | +5.7% | 0.19% | +9.9% |
Q1 2021 | $514,522,000 | -2.2% | 7,908,962 | -3.9% | 0.17% | -8.1% |
Q4 2020 | $525,831,000 | +9.7% | 8,233,411 | +297.0% | 0.19% | -4.6% |
Q3 2020 | $479,269,000 | +11.0% | 2,073,902 | +0.5% | 0.20% | +5.4% |
Q2 2020 | $431,633,000 | +33.0% | 2,062,645 | +4.9% | 0.18% | +8.8% |
Q1 2020 | $324,546,000 | -22.3% | 1,965,967 | -8.9% | 0.17% | -2.3% |
Q4 2019 | $417,685,000 | +5.7% | 2,157,083 | -1.8% | 0.17% | -1.7% |
Q3 2019 | $395,308,000 | +5.1% | 2,196,065 | +4.4% | 0.18% | +4.7% |
Q2 2019 | $376,240,000 | +6.2% | 2,102,526 | +2.3% | 0.17% | +3.7% |
Q1 2019 | $354,317,000 | +12.2% | 2,054,532 | -2.3% | 0.16% | +3.2% |
Q4 2018 | $315,817,000 | -86.9% | 2,102,349 | -1.8% | 0.16% | -81.2% |
Q3 2018 | $2,409,306,000 | +649.8% | 2,140,627 | +8.3% | 0.84% | +493.0% |
Q2 2018 | $321,339,000 | +16.5% | 1,976,348 | +11.2% | 0.14% | +13.6% |
Q1 2018 | $275,913,000 | +10.6% | 1,776,806 | +8.8% | 0.12% | +9.6% |
Q4 2017 | $249,467,000 | +10.9% | 1,633,568 | +4.1% | 0.11% | +6.5% |
Q3 2017 | $225,049,000 | +22.5% | 1,569,242 | +17.0% | 0.11% | +16.3% |
Q2 2017 | $183,650,000 | +15.6% | 1,341,449 | +11.1% | 0.09% | +12.2% |
Q1 2017 | $158,818,000 | +24.8% | 1,207,401 | +15.5% | 0.08% | +18.8% |
Q4 2016 | $127,228,000 | +40.1% | 1,045,528 | +40.2% | 0.07% | +35.3% |
Q3 2016 | $90,843,000 | +35.1% | 745,695 | +29.3% | 0.05% | +30.8% |
Q2 2016 | $67,265,000 | +31.4% | 576,545 | +30.7% | 0.04% | +25.8% |
Q1 2016 | $51,202,000 | +11.1% | 441,155 | +10.8% | 0.03% | +14.8% |
Q4 2015 | $46,089,000 | +17.3% | 398,051 | +9.1% | 0.03% | +12.5% |
Q3 2015 | $39,278,000 | +15.0% | 364,886 | +22.1% | 0.02% | +26.3% |
Q2 2015 | $34,150,000 | +1.9% | 298,818 | +1.6% | 0.02% | 0.0% |
Q1 2015 | $33,510,000 | +22.8% | 294,175 | +20.3% | 0.02% | +18.8% |
Q4 2014 | $27,292,000 | +23.2% | 244,583 | +16.6% | 0.02% | +23.1% |
Q3 2014 | $22,152,000 | +11.3% | 209,813 | +10.8% | 0.01% | +8.3% |
Q2 2014 | $19,907,000 | -3.5% | 189,405 | -8.5% | 0.01% | 0.0% |
Q1 2014 | $20,631,000 | +42.6% | 206,965 | +41.1% | 0.01% | +33.3% |
Q4 2013 | $14,471,000 | +102.1% | 146,670 | +82.9% | 0.01% | +80.0% |
Q3 2013 | $7,159,000 | +100.4% | 80,176 | +88.2% | 0.01% | +150.0% |
Q2 2013 | $3,572,000 | – | 42,596 | – | 0.00% | – |
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% |