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 | $15,638,486 | -2.8% | 228,566 | +0.1% | 0.25% | +2.9% |
| Q2 2023 | $16,089,527 | +9.0% | 228,285 | -1.2% | 0.24% | +3.4% |
| Q1 2023 | $14,758,462 | +102268.5% | 230,998 | -6.3% | 0.24% | +3.5% |
| Q4 2022 | $14,417 | -99.9% | 246,447 | -2.1% | 0.23% | -7.3% |
| Q3 2022 | $14,567,000 | -12.8% | 251,816 | -9.0% | 0.25% | -5.4% |
| Q2 2022 | $16,702,000 | -22.6% | 276,761 | -2.1% | 0.26% | -9.1% |
| Q1 2022 | $21,592,000 | -10.4% | 282,693 | -1.9% | 0.29% | -5.9% |
| Q4 2021 | $24,099,000 | +6.1% | 288,033 | -6.3% | 0.30% | -40.5% |
| Q3 2021 | $22,711,000 | +10.8% | 307,282 | +9.0% | 0.51% | +9.0% |
| Q2 2021 | $20,499,000 | +9.6% | 281,843 | -1.9% | 0.47% | +2.6% |
| Q1 2021 | $18,700,000 | +11.3% | 287,218 | +9.1% | 0.46% | +0.9% |
| Q4 2020 | $16,807,000 | -4.0% | 263,343 | +211.9% | 0.45% | -16.6% |
| Q3 2020 | $17,516,000 | 0.0% | 84,419 | 0.0% | 0.54% | 0.0% |
| Q2 2020 | $17,516,000 | +7.5% | 84,419 | -14.5% | 0.54% | -7.0% |
| Q1 2020 | $16,287,000 | -18.7% | 98,681 | -4.6% | 0.58% | +5.8% |
| Q4 2019 | $20,038,000 | +2.1% | 103,481 | -5.1% | 0.55% | +17.2% |
| Q3 2019 | $19,628,000 | -3.9% | 109,026 | -4.3% | 0.47% | -6.0% |
| Q2 2019 | $20,426,000 | -0.4% | 113,955 | -4.2% | 0.50% | -19.8% |
| Q1 2019 | $20,504,000 | +12.6% | 118,961 | -1.6% | 0.62% | +12.4% |
| Q4 2018 | $18,206,000 | -12.6% | 120,834 | +2.8% | 0.56% | -10.2% |
| Q3 2018 | $20,822,000 | +6.5% | 117,526 | -2.2% | 0.62% | -0.3% |
| Q2 2018 | $19,544,000 | +5.2% | 120,193 | +0.3% | 0.62% | +3.5% |
| Q1 2018 | $18,581,000 | +0.2% | 119,820 | -1.2% | 0.60% | -0.7% |
| Q4 2017 | $18,535,000 | +2.8% | 121,323 | -3.5% | 0.60% | -2.6% |
| Q3 2017 | $18,029,000 | +4.2% | 125,707 | -0.6% | 0.62% | +2.3% |
| Q2 2017 | $17,303,000 | +3.4% | 126,439 | -0.6% | 0.61% | +3.6% |
| Q1 2017 | $16,727,000 | +20.9% | 127,182 | +11.9% | 0.58% | +14.9% |
| Q4 2016 | $13,838,000 | +17.6% | 113,616 | +17.5% | 0.51% | +7.4% |
| Q3 2016 | $11,768,000 | +4.7% | 96,731 | +0.3% | 0.47% | +0.2% |
| Q2 2016 | $11,245,000 | +20.7% | 96,459 | +20.0% | 0.47% | +19.1% |
| Q1 2016 | $9,314,000 | +80.0% | 80,370 | +79.9% | 0.40% | +76.4% |
| Q4 2015 | $5,174,000 | – | 44,676 | – | 0.22% | – |
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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% |