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 | $69,180,720 | +2.0% | 1,011,118 | +5.1% | 0.12% | +2.7% |
| Q2 2023 | $67,798,596 | +2.7% | 961,955 | -6.9% | 0.11% | -0.9% |
| Q1 2023 | $66,025,168 | +1.8% | 1,033,419 | -6.8% | 0.11% | 0.0% |
| Q4 2022 | $64,886,104 | +8.2% | 1,109,164 | +7.0% | 0.11% | -0.9% |
| Q3 2022 | $59,942,000 | -9.6% | 1,036,161 | -5.7% | 0.12% | -5.7% |
| Q2 2022 | $66,293,000 | -22.9% | 1,098,480 | -2.4% | 0.12% | -10.3% |
| Q1 2022 | $85,958,000 | -30.8% | 1,125,400 | -24.2% | 0.14% | -28.0% |
| Q4 2021 | $124,263,000 | +15.1% | 1,485,150 | +1.7% | 0.19% | +6.8% |
| Q3 2021 | $107,978,000 | +30.7% | 1,460,942 | +28.6% | 0.18% | +31.1% |
| Q2 2021 | $82,600,000 | +12.2% | 1,135,704 | +0.4% | 0.14% | +5.5% |
| Q1 2021 | $73,631,000 | -2.8% | 1,130,871 | -4.8% | 0.13% | -11.7% |
| Q4 2020 | $75,791,000 | +11.2% | 1,187,567 | +302.5% | 0.14% | -2.7% |
| Q3 2020 | $68,181,000 | +13.6% | 295,054 | +2.0% | 0.15% | +10.4% |
| Q2 2020 | $60,026,000 | +26.6% | 289,297 | +0.7% | 0.14% | +8.0% |
| Q1 2020 | $47,415,000 | -14.8% | 287,272 | -0.1% | 0.12% | +10.6% |
| Q4 2019 | $55,674,000 | +3190.4% | 287,510 | +2958.0% | 0.11% | +289.7% |
| Q3 2019 | $1,692,000 | +4.4% | 9,402 | +4.0% | 0.03% | +3.6% |
| Q2 2019 | $1,620,000 | +0.4% | 9,039 | -3.5% | 0.03% | -3.4% |
| Q1 2019 | $1,614,000 | +15.9% | 9,365 | +1.4% | 0.03% | 0.0% |
| Q4 2018 | $1,393,000 | -9.3% | 9,240 | +6.6% | 0.03% | +3.6% |
| Q3 2018 | $1,535,000 | +1.7% | 8,667 | -6.7% | 0.03% | -3.4% |
| Q2 2018 | $1,510,000 | +4.0% | 9,289 | -0.8% | 0.03% | +3.6% |
| Q1 2018 | $1,452,000 | -13.4% | 9,366 | -14.7% | 0.03% | -9.7% |
| Q4 2017 | $1,676,000 | +6.2% | 10,974 | -0.3% | 0.03% | 0.0% |
| Q3 2017 | $1,578,000 | +1.7% | 11,003 | -3.0% | 0.03% | 0.0% |
| Q2 2017 | $1,552,000 | -28.2% | 11,346 | -31.0% | 0.03% | -27.9% |
| Q1 2017 | $2,162,000 | +3.1% | 16,441 | -4.6% | 0.04% | 0.0% |
| Q4 2016 | $2,098,000 | -13.9% | 17,232 | -14.0% | 0.04% | -14.0% |
| Q3 2016 | $2,438,000 | -16.7% | 20,043 | -20.1% | 0.05% | -18.0% |
| Q2 2016 | $2,926,000 | -11.9% | 25,098 | -12.4% | 0.06% | -29.1% |
| Q1 2016 | $3,322,000 | -48.7% | 28,661 | -48.7% | 0.09% | -48.8% |
| Q4 2015 | $6,476,000 | -3.6% | 55,920 | -10.3% | 0.17% | -4.0% |
| Q3 2015 | $6,720,000 | -13.3% | 62,343 | -8.4% | 0.18% | -16.3% |
| Q2 2015 | $7,753,000 | -5.6% | 68,090 | -5.6% | 0.21% | -11.4% |
| Q1 2015 | $8,216,000 | +26.5% | 72,103 | +23.9% | 0.24% | +23.6% |
| Q4 2014 | $6,494,000 | +0.7% | 58,185 | -3.6% | 0.19% | -2.1% |
| Q3 2014 | $6,446,000 | -19.5% | 60,349 | -20.7% | 0.20% | -18.8% |
| Q2 2014 | $8,007,000 | +8.3% | 76,118 | +2.8% | 0.24% | +3.0% |
| Q1 2014 | $7,392,000 | +0.8% | 74,039 | -0.3% | 0.23% | -1.3% |
| Q4 2013 | $7,334,000 | +24.4% | 74,262 | +12.6% | 0.24% | +12.9% |
| Q3 2013 | $5,895,000 | +7.3% | 65,969 | +0.9% | 0.21% | +2.0% |
| Q2 2013 | $5,494,000 | – | 65,389 | – | 0.20% | – |
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% |