ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,362 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $42,596,000 | +14.3% | 184,333 | +2.6% | 10.01% | +3.0% |
| Q2 2020 | $37,263,000 | +14.1% | 179,591 | -9.3% | 9.72% | +4.3% |
| Q1 2020 | $32,663,000 | +17.3% | 197,900 | +37.6% | 9.32% | +16.7% |
| Q4 2019 | $27,854,000 | +21.5% | 143,842 | +13.0% | 7.99% | +14.3% |
| Q3 2019 | $22,922,000 | +2.5% | 127,325 | +2.0% | 6.99% | -1.0% |
| Q2 2019 | $22,365,000 | +4.7% | 124,779 | +0.7% | 7.06% | -0.2% |
| Q1 2019 | $21,359,000 | +17.0% | 123,921 | +2.3% | 7.07% | +1.6% |
| Q4 2018 | $18,257,000 | -9.8% | 121,170 | +6.1% | 6.96% | +0.1% |
| Q3 2018 | $20,236,000 | +9.1% | 114,219 | +0.2% | 6.96% | +3.5% |
| Q2 2018 | $18,544,000 | +13.0% | 114,041 | +7.8% | 6.72% | +18.5% |
| Q1 2018 | $16,411,000 | +6.5% | 105,829 | +4.4% | 5.67% | -1.3% |
| Q4 2017 | $15,415,000 | +12.9% | 101,330 | +6.4% | 5.74% | +13.5% |
| Q3 2017 | $13,654,000 | +10.0% | 95,202 | +5.0% | 5.06% | +21.7% |
| Q2 2017 | $12,410,000 | +4.9% | 90,681 | +0.5% | 4.16% | -13.1% |
| Q1 2017 | $11,831,000 | +25.0% | 90,273 | +16.1% | 4.78% | +12.6% |
| Q4 2016 | $9,467,000 | -74.2% | 77,736 | -74.3% | 4.25% | -62.4% |
| Q3 2016 | $36,758,000 | -13.1% | 302,137 | -16.7% | 11.29% | -14.7% |
| Q2 2016 | $42,297,000 | +17.7% | 362,819 | +17.0% | 13.24% | +5.1% |
| Q1 2016 | $35,929,000 | +917.2% | 310,023 | +916.3% | 12.60% | +494.1% |
| Q4 2015 | $3,532,000 | +95.1% | 30,504 | +79.8% | 2.12% | +41.9% |
| Q3 2015 | $1,810,000 | +58.9% | 16,967 | +69.6% | 1.49% | +66.9% |
| Q2 2015 | $1,139,000 | -82.1% | 10,005 | -82.1% | 0.90% | -72.6% |
| Q1 2015 | $6,366,000 | +45.1% | 55,865 | +43.1% | 3.27% | +50.7% |
| Q4 2014 | $4,387,000 | +686.2% | 39,043 | +524.8% | 2.17% | +490.5% |
| Q3 2014 | $558,000 | -19.8% | 6,249 | -5.6% | 0.37% | -30.4% |
| Q2 2014 | $696,000 | +7.2% | 6,618 | +1.8% | 0.53% | +14.6% |
| Q1 2014 | $649,000 | 0.0% | 6,502 | -1.1% | 0.46% | +5.0% |
| Q4 2013 | $649,000 | +16.3% | 6,576 | +5.2% | 0.44% | +10.3% |
| Q3 2013 | $558,000 | +5.9% | 6,249 | -0.4% | 0.40% | -7.2% |
| Q2 2013 | $527,000 | – | 6,274 | – | 0.43% | – |
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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% |