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 | $60,157,058 | -2.3% | 879,232 | +0.7% | 0.90% | -1.2% |
| Q2 2023 | $61,549,018 | +20.3% | 873,283 | +9.1% | 0.91% | +12.4% |
| Q1 2023 | $51,152,085 | +8.2% | 800,627 | -0.9% | 0.81% | +1.5% |
| Q4 2022 | $47,279,833 | +15.8% | 808,202 | +14.5% | 0.79% | +3.5% |
| Q3 2022 | $40,831,000 | +4.2% | 705,811 | +8.7% | 0.77% | +2.5% |
| Q2 2022 | $39,191,000 | -16.9% | 649,401 | +5.2% | 0.75% | -5.9% |
| Q1 2022 | $47,137,000 | -10.2% | 617,140 | -1.6% | 0.80% | -5.9% |
| Q4 2021 | $52,474,000 | +25.8% | 627,160 | +11.1% | 0.84% | +5.2% |
| Q3 2021 | $41,705,000 | +5.1% | 564,268 | +3.4% | 0.80% | +1.9% |
| Q2 2021 | $39,674,000 | +15.8% | 545,493 | +3.6% | 0.79% | +2.9% |
| Q1 2021 | $34,271,000 | +2.3% | 526,357 | +0.3% | 0.77% | -8.5% |
| Q4 2020 | $33,488,000 | +15.6% | 524,729 | +318.6% | 0.84% | -0.2% |
| Q3 2020 | $28,969,000 | +17.7% | 125,362 | +5.7% | 0.84% | +8.7% |
| Q2 2020 | $24,606,000 | +30.8% | 118,591 | +4.0% | 0.77% | +0.5% |
| Q1 2020 | $18,819,000 | -14.5% | 114,021 | +0.3% | 0.77% | +7.7% |
| Q4 2019 | $22,006,000 | +8.6% | 113,643 | +0.9% | 0.71% | -21.0% |
| Q3 2019 | $20,269,000 | +0.7% | 112,588 | +0.3% | 0.90% | -0.8% |
| Q2 2019 | $20,129,000 | +4.3% | 112,302 | +0.3% | 0.91% | -7.9% |
| Q1 2019 | $19,296,000 | +23.6% | 111,952 | +8.1% | 0.99% | +8.6% |
| Q4 2018 | $15,607,000 | +35.9% | 103,582 | +59.7% | 0.91% | +55.0% |
| Q3 2018 | $11,488,000 | +20.8% | 64,844 | +10.9% | 0.59% | +14.4% |
| Q2 2018 | $9,511,000 | +3.4% | 58,489 | -1.4% | 0.51% | -1.7% |
| Q1 2018 | $9,199,000 | +24.3% | 59,319 | +22.5% | 0.52% | +24.3% |
| Q4 2017 | $7,398,000 | +7.1% | 48,424 | +0.6% | 0.42% | +0.2% |
| Q3 2017 | $6,905,000 | +5.8% | 48,146 | +0.9% | 0.42% | -0.5% |
| Q2 2017 | $6,528,000 | +16.1% | 47,703 | +11.6% | 0.42% | +11.4% |
| Q1 2017 | $5,622,000 | +9.1% | 42,748 | +1.1% | 0.38% | +0.8% |
| Q4 2016 | $5,152,000 | +15.0% | 42,299 | +14.8% | 0.38% | +10.9% |
| Q3 2016 | $4,481,000 | +16.3% | 36,830 | +11.5% | 0.34% | +13.8% |
| Q2 2016 | $3,852,000 | +56.0% | 33,043 | +55.1% | 0.30% | +57.1% |
| Q1 2016 | $2,469,000 | +12.5% | 21,301 | +12.4% | 0.19% | +13.2% |
| Q4 2015 | $2,195,000 | +14.3% | 18,951 | +6.4% | 0.17% | +15.2% |
| Q3 2015 | $1,920,000 | -6.8% | 17,807 | -1.6% | 0.14% | +6.6% |
| Q2 2015 | $2,060,000 | +4.1% | 18,091 | +4.2% | 0.14% | +2.3% |
| Q1 2015 | $1,979,000 | +2.6% | 17,366 | +0.5% | 0.13% | -1.5% |
| Q4 2014 | $1,929,000 | – | 17,281 | – | 0.14% | – |
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% |