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 | $1,741,699 | -2.9% | 25,456 | 0.0% | 0.22% | +1.8% |
| Q2 2023 | $1,794,138 | +0.8% | 25,456 | -8.6% | 0.22% | -4.4% |
| Q1 2023 | $1,780,358 | -8.5% | 27,866 | -16.2% | 0.23% | -15.6% |
| Q4 2022 | $1,945,592 | +2.7% | 33,258 | +1.6% | 0.27% | -7.5% |
| Q3 2022 | $1,894,000 | +24.0% | 32,745 | +29.4% | 0.29% | +32.1% |
| Q2 2022 | $1,527,000 | -21.2% | 25,298 | -0.4% | 0.22% | -9.8% |
| Q1 2022 | $1,939,000 | -11.6% | 25,393 | -3.2% | 0.24% | -7.2% |
| Q4 2021 | $2,194,000 | +12.2% | 26,219 | -0.9% | 0.26% | +1.9% |
| Q3 2021 | $1,956,000 | +0.2% | 26,465 | -1.4% | 0.26% | -1.9% |
| Q2 2021 | $1,952,000 | -7.0% | 26,830 | -16.8% | 0.26% | -12.6% |
| Q1 2021 | $2,100,000 | -37.1% | 32,261 | -38.4% | 0.30% | -40.3% |
| Q4 2020 | $3,340,000 | -8.6% | 52,332 | +230.8% | 0.51% | -22.2% |
| Q3 2020 | $3,655,000 | -10.4% | 15,819 | -19.5% | 0.65% | -19.9% |
| Q2 2020 | $4,079,000 | +18.6% | 19,657 | -5.7% | 0.81% | -15.4% |
| Q1 2020 | $3,439,000 | +1.6% | 20,835 | +19.2% | 0.96% | +24.2% |
| Q4 2019 | $3,384,000 | +17.4% | 17,476 | +9.2% | 0.77% | +6.9% |
| Q3 2019 | $2,882,000 | +38.8% | 16,008 | +38.2% | 0.72% | +42.7% |
| Q2 2019 | $2,076,000 | +112.1% | 11,587 | +104.1% | 0.51% | +103.2% |
| Q1 2019 | $979,000 | -5.4% | 5,678 | -17.3% | 0.25% | -17.3% |
| Q4 2018 | $1,035,000 | +58.7% | 6,869 | +86.8% | 0.30% | +81.3% |
| Q3 2018 | $652,000 | +3.2% | 3,678 | -5.4% | 0.17% | -5.1% |
| Q2 2018 | $632,000 | +3.4% | 3,887 | -1.3% | 0.18% | -0.6% |
| Q1 2018 | $611,000 | +1.5% | 3,937 | -0.2% | 0.18% | -1.7% |
| Q4 2017 | $602,000 | +6.4% | 3,943 | 0.0% | 0.18% | -3.2% |
| Q3 2017 | $566,000 | +4.8% | 3,943 | 0.0% | 0.18% | +0.5% |
| Q2 2017 | $540,000 | -7.1% | 3,943 | -10.7% | 0.18% | -10.2% |
| Q1 2017 | $581,000 | +8.0% | 4,416 | 0.0% | 0.20% | +0.5% |
| Q4 2016 | $538,000 | +0.2% | 4,416 | 0.0% | 0.20% | -4.7% |
| Q3 2016 | $537,000 | +4.3% | 4,416 | 0.0% | 0.21% | +2.9% |
| Q2 2016 | $515,000 | -12.0% | 4,416 | -12.5% | 0.21% | -1.0% |
| Q1 2016 | $585,000 | 0.0% | 5,048 | 0.0% | 0.21% | -4.1% |
| Q4 2015 | $585,000 | +6.2% | 5,048 | -1.3% | 0.22% | +4.3% |
| Q3 2015 | $551,000 | -5.5% | 5,115 | 0.0% | 0.21% | +3.4% |
| Q2 2015 | $583,000 | -14.1% | 5,115 | -14.2% | 0.20% | -15.1% |
| Q1 2015 | $679,000 | +2.1% | 5,960 | 0.0% | 0.24% | -3.2% |
| Q4 2014 | $665,000 | +4.4% | 5,960 | 0.0% | 0.25% | +0.4% |
| Q3 2014 | $637,000 | -7.1% | 5,960 | -8.6% | 0.25% | -3.9% |
| Q2 2014 | $686,000 | +5.4% | 6,520 | 0.0% | 0.26% | -4.5% |
| Q1 2014 | $651,000 | +1.1% | 6,520 | 0.0% | 0.27% | -4.3% |
| Q4 2013 | $644,000 | +10.5% | 6,520 | 0.0% | 0.28% | -0.4% |
| Q3 2013 | $583,000 | +6.4% | 6,520 | 0.0% | 0.28% | +15.6% |
| Q2 2013 | $548,000 | – | 6,520 | – | 0.24% | – |
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% |