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 | $2,010,078,025 | +2.5% | 29,378,514 | +5.5% | 0.20% | +5.7% |
Q2 2023 | $1,961,882,262 | +11.2% | 27,836,011 | +0.8% | 0.19% | +2.1% |
Q1 2023 | $1,764,729,646 | +7.6% | 27,621,372 | -1.4% | 0.19% | +1.6% |
Q4 2022 | $1,639,404,072 | +0.7% | 28,024,000 | -0.4% | 0.19% | -16.2% |
Q3 2022 | $1,627,981,000 | -4.4% | 28,141,414 | -0.3% | 0.22% | +0.5% |
Q2 2022 | $1,703,636,000 | -23.2% | 28,229,273 | -2.7% | 0.22% | -26.1% |
Q1 2022 | $2,216,928,000 | -11.0% | 29,024,981 | -2.5% | 0.30% | -2.6% |
Q4 2021 | $2,490,212,000 | +15.5% | 29,762,297 | +2.1% | 0.31% | +5.9% |
Q3 2021 | $2,155,326,000 | +1.3% | 29,161,499 | -0.3% | 0.29% | +3.2% |
Q2 2021 | $2,127,976,000 | +12.9% | 29,258,572 | +1.1% | 0.28% | +1.4% |
Q1 2021 | $1,885,222,000 | -0.5% | 28,954,421 | -2.5% | 0.28% | -5.5% |
Q4 2020 | $1,895,458,000 | +6.9% | 29,700,049 | +286.9% | 0.29% | -14.6% |
Q3 2020 | $1,773,745,000 | +5.9% | 7,675,893 | -4.9% | 0.34% | -7.5% |
Q2 2020 | $1,675,476,000 | +22.2% | 8,074,970 | -2.8% | 0.37% | -0.5% |
Q1 2020 | $1,370,821,000 | -8.2% | 8,305,489 | +7.7% | 0.37% | +7.5% |
Q4 2019 | $1,492,906,000 | +6.0% | 7,709,695 | -1.4% | 0.35% | -7.0% |
Q3 2019 | $1,408,077,000 | -2.4% | 7,821,341 | -2.8% | 0.37% | -2.9% |
Q2 2019 | $1,442,086,000 | +1.3% | 8,045,554 | -2.5% | 0.38% | -4.7% |
Q1 2019 | $1,422,887,000 | +8.6% | 8,255,326 | -5.0% | 0.40% | +2.8% |
Q4 2018 | $1,309,933,000 | -19.2% | 8,694,054 | -5.0% | 0.39% | -3.4% |
Q3 2018 | $1,621,171,000 | +0.6% | 9,150,376 | -7.6% | 0.41% | -6.7% |
Q2 2018 | $1,611,008,000 | +6.7% | 9,907,192 | +1.8% | 0.44% | +3.8% |
Q1 2018 | $1,509,632,000 | -3.1% | 9,735,159 | -4.6% | 0.42% | -1.9% |
Q4 2017 | $1,558,616,000 | +1.0% | 10,202,372 | -5.2% | 0.43% | -7.6% |
Q3 2017 | $1,543,399,000 | +7.1% | 10,761,392 | +2.2% | 0.46% | +6.2% |
Q2 2017 | $1,440,924,000 | -47.4% | 10,529,225 | -49.4% | 0.44% | +3.6% |
Q1 2017 | $2,736,998,000 | +10.8% | 20,810,522 | +2.6% | 0.42% | +4.0% |
Q4 2016 | $2,470,364,000 | +115.7% | 20,283,800 | +115.5% | 0.40% | +3.3% |
Q3 2016 | $1,145,036,000 | +7.6% | 9,411,769 | +3.1% | 0.39% | +1.8% |
Q2 2016 | $1,064,396,000 | -1.3% | 9,130,178 | -1.9% | 0.38% | -7.5% |
Q1 2016 | $1,078,373,000 | -4.8% | 9,305,149 | -4.8% | 0.42% | +1.2% |
Q4 2015 | $1,132,432,000 | +9.6% | 9,779,201 | +2.0% | 0.41% | +7.3% |
Q3 2015 | $1,033,384,000 | -3.5% | 9,586,120 | +1.9% | 0.38% | +3.0% |
Q2 2015 | $1,070,897,000 | -10.6% | 9,405,379 | -10.5% | 0.37% | -15.9% |
Q1 2015 | $1,197,284,000 | +5.7% | 10,507,101 | +3.5% | 0.44% | +6.5% |
Q4 2014 | $1,133,003,000 | +13.6% | 10,152,360 | +8.7% | 0.41% | +7.8% |
Q3 2014 | $997,744,000 | +3.4% | 9,340,426 | +1.8% | 0.38% | +1.6% |
Q2 2014 | $965,046,000 | -1.1% | 9,174,305 | -6.1% | 0.38% | -7.4% |
Q1 2014 | $975,330,000 | +2.7% | 9,768,934 | +1.6% | 0.41% | +1.0% |
Q4 2013 | $949,416,000 | +11.2% | 9,614,347 | +0.6% | 0.40% | +0.2% |
Q3 2013 | $853,599,000 | +4.1% | 9,552,360 | -2.1% | 0.40% | -2.7% |
Q2 2013 | $820,021,000 | – | 9,760,979 | – | 0.41% | – |
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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% |