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 | $1,807,862 | -2.9% | 26,423 | 0.0% | 0.05% | -13.2% |
| Q2 2023 | $1,862,293 | +13.0% | 26,423 | +2.4% | 0.05% | 0.0% |
| Q1 2023 | $1,648,362 | +9.2% | 25,800 | 0.0% | 0.05% | +51.4% |
| Q4 2022 | $1,509,000 | -36.7% | 25,800 | -37.4% | 0.04% | -47.0% |
| Q3 2022 | $2,383,000 | -4.1% | 41,198 | 0.0% | 0.07% | +1.5% |
| Q2 2022 | $2,486,000 | -26.7% | 41,198 | -86.3% | 0.06% | +3.2% |
| Q1 2022 | $3,391,000 | -44.5% | 301,349 | +312.7% | 0.06% | -38.8% |
| Q4 2021 | $6,110,000 | -9.3% | 73,027 | -19.9% | 0.10% | -12.7% |
| Q3 2021 | $6,737,000 | -27.9% | 91,148 | -29.1% | 0.12% | -31.4% |
| Q2 2021 | $9,350,000 | -0.5% | 128,610 | -10.9% | 0.17% | +0.6% |
| Q1 2021 | $9,400,000 | +2.5% | 144,353 | +0.4% | 0.17% | +10.3% |
| Q4 2020 | $9,170,000 | +10.6% | 143,752 | +300.6% | 0.16% | -3.7% |
| Q3 2020 | $8,293,000 | +11.4% | 35,884 | 0.0% | 0.16% | +2.5% |
| Q2 2020 | $7,445,000 | +20.6% | 35,884 | -4.3% | 0.16% | +89.2% |
| Q1 2020 | $6,175,000 | +2.3% | 37,478 | +20.2% | 0.08% | +20.3% |
| Q4 2019 | $6,038,000 | -3.6% | 31,191 | -10.4% | 0.07% | -12.7% |
| Q3 2019 | $6,266,000 | -12.8% | 34,809 | -13.1% | 0.08% | +338.9% |
| Q2 2019 | $7,182,000 | -3.5% | 40,056 | -7.2% | 0.02% | -5.3% |
| Q1 2019 | $7,443,000 | +11.8% | 43,184 | -2.3% | 0.02% | 0.0% |
| Q4 2018 | $6,658,000 | -22.8% | 44,204 | -9.2% | 0.02% | -13.6% |
| Q3 2018 | $8,624,000 | -4.2% | 48,687 | -12.1% | 0.02% | -8.3% |
| Q2 2018 | $9,004,000 | +4.8% | 55,381 | 0.0% | 0.02% | +4.3% |
| Q1 2018 | $8,590,000 | +1.5% | 55,381 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $8,461,000 | +6.5% | 55,381 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $7,942,000 | +4.8% | 55,381 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $7,577,000 | +27.0% | 55,381 | +22.1% | 0.02% | +21.1% |
| Q1 2017 | $5,968,000 | +8.0% | 45,365 | 0.0% | 0.02% | +5.6% |
| Q4 2016 | $5,525,000 | +0.1% | 45,365 | 0.0% | 0.02% | -5.3% |
| Q3 2016 | $5,517,000 | -8.0% | 45,365 | -11.9% | 0.02% | -9.5% |
| Q2 2016 | $6,000,000 | +0.2% | 51,466 | -0.3% | 0.02% | -4.5% |
| Q1 2016 | $5,988,000 | +0.5% | 51,640 | +0.3% | 0.02% | +4.8% |
| Q4 2015 | $5,958,000 | +7.4% | 51,466 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $5,546,000 | -3.3% | 51,466 | +2.2% | 0.02% | +5.0% |
| Q2 2015 | $5,734,000 | +32.6% | 50,362 | +32.7% | 0.02% | +33.3% |
| Q1 2015 | $4,324,000 | +15.4% | 37,943 | +13.0% | 0.02% | +15.4% |
| Q4 2014 | $3,748,000 | +47.0% | 33,574 | +40.6% | 0.01% | +44.4% |
| Q3 2014 | $2,550,000 | +16.5% | 23,881 | +14.7% | 0.01% | +12.5% |
| Q2 2014 | $2,189,000 | +31.1% | 20,829 | +24.4% | 0.01% | +33.3% |
| Q1 2014 | $1,670,000 | +1.0% | 16,737 | 0.0% | 0.01% | -14.3% |
| Q4 2013 | $1,653,000 | -27.6% | 16,737 | -34.5% | 0.01% | -30.0% |
| Q3 2013 | $2,283,000 | +6.4% | 25,546 | -0.0% | 0.01% | 0.0% |
| Q2 2013 | $2,146,000 | – | 25,548 | – | 0.01% | – |
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% |