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 2023 | $2,933 | +4.0% | 42,928 | +7.5% | 0.18% | +5.9% |
| Q2 2023 | $2,821 | +12.2% | 39,925 | +1.4% | 0.17% | +5.6% |
| Q1 2023 | $2,514 | +8.4% | 39,371 | -0.7% | 0.16% | +3.2% |
| Q4 2022 | $2,319 | -99.9% | 39,658 | -10.1% | 0.16% | -15.2% |
| Q3 2022 | $2,550,000 | -20.4% | 44,103 | -17.1% | 0.18% | -18.2% |
| Q2 2022 | $3,205,000 | -26.1% | 53,177 | -6.4% | 0.22% | -19.4% |
| Q1 2022 | $4,337,000 | -11.8% | 56,790 | -3.5% | 0.28% | -8.5% |
| Q4 2021 | $4,917,000 | +11.6% | 58,861 | -1.3% | 0.30% | +4.8% |
| Q3 2021 | $4,406,000 | +18.0% | 59,625 | +16.1% | 0.29% | +17.3% |
| Q2 2021 | $3,735,000 | +13.8% | 51,361 | +1.9% | 0.25% | +9.7% |
| Q1 2021 | $3,282,000 | -6.3% | 50,405 | -8.1% | 0.23% | -11.4% |
| Q4 2020 | $3,501,000 | +5.5% | 54,863 | +282.1% | 0.26% | -5.6% |
| Q3 2020 | $3,318,000 | +6.2% | 14,360 | -4.6% | 0.27% | -3.9% |
| Q2 2020 | $3,125,000 | +21.7% | 15,060 | -3.2% | 0.28% | +4.5% |
| Q1 2020 | $2,568,000 | -23.0% | 15,558 | -9.7% | 0.27% | -13.2% |
| Q4 2019 | $3,336,000 | +1.5% | 17,227 | -5.6% | 0.31% | -4.9% |
| Q3 2019 | $3,286,000 | -15.3% | 18,250 | -15.6% | 0.33% | -18.7% |
| Q2 2019 | $3,878,000 | -5.1% | 21,636 | -8.7% | 0.40% | -9.5% |
| Q1 2019 | $4,085,000 | -1.0% | 23,702 | -13.4% | 0.44% | -7.9% |
| Q4 2018 | $4,125,000 | -26.7% | 27,379 | -13.8% | 0.48% | -21.0% |
| Q3 2018 | $5,628,000 | -4.1% | 31,770 | -12.0% | 0.61% | -10.2% |
| Q2 2018 | $5,871,000 | +4.2% | 36,104 | -0.7% | 0.68% | -0.7% |
| Q1 2018 | $5,636,000 | -6.2% | 36,343 | -7.6% | 0.68% | -6.9% |
| Q4 2017 | $6,011,000 | +0.2% | 39,352 | -6.0% | 0.73% | -9.8% |
| Q3 2017 | $6,001,000 | -3.7% | 41,842 | -8.1% | 0.81% | -10.7% |
| Q2 2017 | $6,230,000 | -7.6% | 45,526 | -11.1% | 0.91% | -13.6% |
| Q1 2017 | $6,739,000 | +5.8% | 51,235 | -2.0% | 1.06% | -1.2% |
| Q4 2016 | $6,368,000 | +5.9% | 52,291 | +5.8% | 1.07% | -0.4% |
| Q3 2016 | $6,014,000 | +11.6% | 49,431 | +7.0% | 1.07% | +6.2% |
| Q2 2016 | $5,387,000 | +10.8% | 46,215 | +10.2% | 1.01% | +6.8% |
| Q1 2016 | $4,861,000 | +3.8% | 41,945 | +3.7% | 0.95% | -2.1% |
| Q4 2015 | $4,682,000 | +5.1% | 40,434 | -2.2% | 0.97% | +1.7% |
| Q3 2015 | $4,455,000 | -4.6% | 41,329 | +0.7% | 0.95% | +3.0% |
| Q2 2015 | $4,672,000 | +4.8% | 41,033 | +4.9% | 0.92% | +4.8% |
| Q1 2015 | $4,458,000 | +9.8% | 39,126 | +7.6% | 0.88% | +4.8% |
| Q4 2014 | $4,059,000 | +13.1% | 36,373 | +8.3% | 0.84% | +15.9% |
| Q3 2014 | $3,588,000 | +2.9% | 33,585 | +1.3% | 0.72% | +5.8% |
| Q2 2014 | $3,487,000 | +8.5% | 33,150 | +3.0% | 0.68% | +6.9% |
| Q1 2014 | $3,214,000 | -33.6% | 32,186 | -34.4% | 0.64% | -34.8% |
| Q4 2013 | $4,843,000 | +18.8% | 49,048 | +7.5% | 0.98% | +5.2% |
| Q3 2013 | $4,077,000 | +8.9% | 45,627 | +2.4% | 0.93% | +4.2% |
| Q2 2013 | $3,744,000 | – | 44,566 | – | 0.90% | – |
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% |