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 | $9,118,366 | -3.3% | 133,270 | -0.3% | 0.12% | 0.0% |
| Q2 2023 | $9,424,831 | +10.1% | 133,723 | -0.2% | 0.12% | +2.6% |
| Q1 2023 | $8,558,346 | +8.9% | 133,954 | -0.3% | 0.11% | +6.5% |
| Q4 2022 | $7,862,216 | -0.1% | 134,397 | -1.2% | 0.11% | -8.5% |
| Q3 2022 | $7,869,000 | -4.7% | 136,027 | -0.6% | 0.12% | 0.0% |
| Q2 2022 | $8,258,000 | -30.1% | 136,840 | -11.5% | 0.12% | -19.9% |
| Q1 2022 | $11,814,000 | -8.7% | 154,676 | +0.0% | 0.15% | -7.6% |
| Q4 2021 | $12,942,000 | +14.4% | 154,675 | +1.1% | 0.16% | +4.6% |
| Q3 2021 | $11,309,000 | +1.5% | 153,013 | -0.2% | 0.15% | -1.9% |
| Q2 2021 | $11,147,000 | +11.7% | 153,272 | +0.0% | 0.15% | +2.7% |
| Q1 2021 | $9,979,000 | +2.7% | 153,271 | +0.7% | 0.15% | -7.4% |
| Q4 2020 | $9,715,000 | +8.1% | 152,223 | +291.5% | 0.16% | -2.4% |
| Q3 2020 | $8,985,000 | +24.5% | 38,882 | +11.8% | 0.17% | +13.7% |
| Q2 2020 | $7,215,000 | +22.5% | 34,774 | -2.6% | 0.15% | +12.3% |
| Q1 2020 | $5,892,000 | -19.5% | 35,698 | -5.5% | 0.13% | -5.8% |
| Q4 2019 | $7,316,000 | +7.6% | 37,784 | +0.0% | 0.14% | +2.2% |
| Q3 2019 | $6,799,000 | -5.4% | 37,767 | -5.8% | 0.14% | -9.4% |
| Q2 2019 | $7,186,000 | +14.6% | 40,092 | +10.2% | 0.15% | +11.2% |
| Q1 2019 | $6,271,000 | +11.1% | 36,386 | -2.9% | 0.13% | -2.2% |
| Q4 2018 | $5,647,000 | -15.2% | 37,481 | -0.3% | 0.14% | -7.4% |
| Q3 2018 | $6,661,000 | +9.1% | 37,598 | +0.2% | 0.15% | -1.3% |
| Q2 2018 | $6,103,000 | -1.0% | 37,537 | -5.6% | 0.15% | -5.1% |
| Q1 2018 | $6,162,000 | +5.5% | 39,743 | +3.9% | 0.16% | +8.2% |
| Q4 2017 | $5,842,000 | +1.5% | 38,243 | -4.7% | 0.15% | -3.9% |
| Q3 2017 | $5,753,000 | +4.3% | 40,114 | -0.5% | 0.15% | -1.3% |
| Q2 2017 | $5,516,000 | +3.8% | 40,308 | -0.2% | 0.15% | 0.0% |
| Q1 2017 | $5,313,000 | +9.0% | 40,402 | +0.9% | 0.15% | +2.7% |
| Q4 2016 | $4,874,000 | +5.8% | 40,025 | +5.7% | 0.15% | +2.0% |
| Q3 2016 | $4,607,000 | +4.8% | 37,874 | +0.5% | 0.15% | +1.4% |
| Q2 2016 | $4,394,000 | +0.6% | 37,698 | +0.0% | 0.14% | -5.2% |
| Q1 2016 | $4,367,000 | +3.0% | 37,690 | +3.0% | 0.15% | +2.7% |
| Q4 2015 | $4,239,000 | +704.4% | 36,608 | +647.9% | 0.15% | +684.2% |
| Q3 2015 | $527,000 | -5.2% | 4,895 | +0.1% | 0.02% | 0.0% |
| Q2 2015 | $556,000 | +36.6% | 4,890 | +36.7% | 0.02% | +35.7% |
| Q1 2015 | $407,000 | +34.3% | 3,576 | +31.7% | 0.01% | +40.0% |
| Q4 2014 | $303,000 | +0.3% | 2,716 | -4.2% | 0.01% | 0.0% |
| Q3 2014 | $302,000 | -18.2% | 2,836 | -19.2% | 0.01% | -23.1% |
| Q2 2014 | $369,000 | +6.0% | 3,508 | +0.6% | 0.01% | 0.0% |
| Q1 2014 | $348,000 | -42.3% | 3,487 | -42.9% | 0.01% | -40.9% |
| Q4 2013 | $603,000 | +29.1% | 6,107 | +16.7% | 0.02% | +15.8% |
| Q3 2013 | $467,000 | +6.4% | 5,235 | 0.0% | 0.02% | +5.6% |
| Q2 2013 | $439,000 | – | 5,235 | – | 0.02% | – |
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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% |