ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,270 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,575,644 | -0.7% | 373,804 | +2.3% | 0.02% | +11.8% |
| Q2 2023 | $25,764,220 | +7.2% | 365,554 | -2.8% | 0.02% | 0.0% |
| Q1 2023 | $24,023,544 | +8.1% | 376,014 | -1.0% | 0.02% | -5.6% |
| Q4 2022 | $22,222,596 | +1.8% | 379,873 | +0.7% | 0.02% | +12.5% |
| Q3 2022 | $21,827,000 | -9.4% | 377,305 | -5.5% | 0.02% | -11.1% |
| Q2 2022 | $24,086,000 | -15.2% | 399,110 | +7.4% | 0.02% | +5.9% |
| Q1 2022 | $28,395,000 | -2.7% | 371,755 | +6.6% | 0.02% | +6.2% |
| Q4 2021 | $29,183,000 | +5.3% | 348,792 | -7.0% | 0.02% | 0.0% |
| Q3 2021 | $27,714,000 | -3.4% | 374,973 | -4.9% | 0.02% | -5.9% |
| Q2 2021 | $28,685,000 | +8.5% | 394,415 | -2.9% | 0.02% | 0.0% |
| Q1 2021 | $26,446,000 | +5.8% | 406,168 | +3.7% | 0.02% | +13.3% |
| Q4 2020 | $24,997,000 | +11.4% | 391,680 | +303.5% | 0.02% | 0.0% |
| Q3 2020 | $22,432,000 | +2.1% | 97,076 | -8.4% | 0.02% | -11.8% |
| Q2 2020 | $21,980,000 | +17.9% | 105,932 | -6.2% | 0.02% | 0.0% |
| Q1 2020 | $18,637,000 | -12.5% | 112,919 | +2.6% | 0.02% | +13.3% |
| Q4 2019 | $21,303,000 | +11.0% | 110,008 | +3.2% | 0.02% | 0.0% |
| Q3 2019 | $19,189,000 | -1.5% | 106,588 | -2.0% | 0.02% | -6.2% |
| Q2 2019 | $19,490,000 | +5.1% | 108,738 | +1.1% | 0.02% | -11.1% |
| Q1 2019 | $18,546,000 | +11.9% | 107,600 | -2.2% | 0.02% | +5.9% |
| Q4 2018 | $16,580,000 | -10.1% | 110,041 | +5.7% | 0.02% | +6.2% |
| Q3 2018 | $18,452,000 | +9.5% | 104,146 | +0.5% | 0.02% | +6.7% |
| Q2 2018 | $16,848,000 | +5.0% | 103,614 | +0.1% | 0.02% | +15.4% |
| Q1 2018 | $16,053,000 | -0.7% | 103,550 | -2.2% | 0.01% | 0.0% |
| Q4 2017 | $16,169,000 | +3.8% | 105,841 | -2.6% | 0.01% | 0.0% |
| Q3 2017 | $15,578,000 | +10.9% | 108,618 | +5.8% | 0.01% | 0.0% |
| Q2 2017 | $14,053,000 | +5.8% | 102,688 | +1.6% | 0.01% | +8.3% |
| Q1 2017 | $13,288,000 | +23.7% | 101,038 | +14.5% | 0.01% | +20.0% |
| Q4 2016 | $10,746,000 | +5.0% | 88,234 | +4.9% | 0.01% | 0.0% |
| Q3 2016 | $10,237,000 | +6.8% | 84,149 | +2.4% | 0.01% | 0.0% |
| Q2 2016 | $9,582,000 | -8.0% | 82,198 | -8.6% | 0.01% | -16.7% |
| Q1 2016 | $10,417,000 | -12.7% | 89,883 | -12.8% | 0.01% | 0.0% |
| Q4 2015 | $11,938,000 | +10.8% | 103,098 | +3.1% | 0.01% | +20.0% |
| Q3 2015 | $10,776,000 | -12.4% | 99,958 | -7.5% | 0.01% | -9.1% |
| Q2 2015 | $12,297,000 | +0.0% | 108,011 | +0.1% | 0.01% | -8.3% |
| Q1 2015 | $12,293,000 | +17.0% | 107,877 | +14.6% | 0.01% | +33.3% |
| Q4 2014 | $10,509,000 | +29.3% | 94,165 | +23.8% | 0.01% | +28.6% |
| Q3 2014 | $8,128,000 | -56.4% | 76,088 | -57.1% | 0.01% | -61.1% |
| Q2 2014 | $18,642,000 | +7.5% | 177,221 | +2.1% | 0.02% | 0.0% |
| Q1 2014 | $17,338,000 | +219.1% | 173,654 | +215.5% | 0.02% | +260.0% |
| Q4 2013 | $5,434,000 | +22.0% | 55,037 | +10.4% | 0.01% | +25.0% |
| Q3 2013 | $4,454,000 | -78.4% | 49,847 | -79.7% | 0.00% | -80.0% |
| Q2 2013 | $20,648,000 | – | 245,776 | – | 0.02% | – |
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% |