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 | $11,001 | -1.0% | 160,784 | +1.9% | 0.20% | +3.0% |
| Q2 2023 | $11,116 | +6.8% | 157,722 | -3.2% | 0.20% | 0.0% |
| Q1 2023 | $10,407 | +3.2% | 162,937 | -5.5% | 0.20% | -0.5% |
| Q4 2022 | $10,083 | -99.9% | 172,344 | -1.4% | 0.20% | -3.4% |
| Q3 2022 | $10,112,000 | -1.1% | 174,782 | +3.2% | 0.21% | -12.0% |
| Q2 2022 | $10,224,000 | -24.1% | 169,426 | -4.0% | 0.23% | -11.4% |
| Q1 2022 | $13,476,000 | -8.8% | 176,449 | -0.1% | 0.26% | -5.4% |
| Q4 2021 | $14,784,000 | +12.8% | 176,686 | -0.4% | 0.28% | +3.0% |
| Q3 2021 | $13,112,000 | +0.7% | 177,403 | -0.9% | 0.27% | -13.1% |
| Q2 2021 | $13,019,000 | +6.5% | 179,020 | -4.7% | 0.31% | -1.3% |
| Q1 2021 | $12,226,000 | +6.4% | 187,771 | +4.3% | 0.32% | -8.1% |
| Q4 2020 | $11,487,000 | +8.1% | 179,995 | +291.3% | 0.34% | -10.9% |
| Q3 2020 | $10,629,000 | +5.7% | 45,998 | -5.1% | 0.39% | -3.0% |
| Q2 2020 | $10,054,000 | +27.9% | 48,457 | +1.8% | 0.40% | +7.3% |
| Q1 2020 | $7,858,000 | -18.3% | 47,609 | -4.1% | 0.37% | -3.9% |
| Q4 2019 | $9,615,000 | +0.6% | 49,655 | -6.5% | 0.39% | -6.1% |
| Q3 2019 | $9,560,000 | -8.1% | 53,102 | -8.5% | 0.41% | -8.9% |
| Q2 2019 | $10,408,000 | +1.0% | 58,066 | -2.9% | 0.45% | -3.2% |
| Q1 2019 | $10,308,000 | +12.1% | 59,802 | -2.0% | 0.47% | -0.9% |
| Q4 2018 | $9,193,000 | -16.3% | 61,015 | -1.6% | 0.47% | -12.3% |
| Q3 2018 | $10,983,000 | +7.6% | 61,992 | -1.2% | 0.54% | +0.8% |
| Q2 2018 | $10,207,000 | -99.9% | 62,770 | -5.3% | 0.53% | -4.3% |
| Q1 2018 | $10,280,211,000 | -5.3% | 66,294 | -6.7% | 0.56% | -4.6% |
| Q4 2017 | $10,852,170,000 | +1.0% | 71,036 | -5.2% | 0.58% | -5.4% |
| Q3 2017 | $10,742,588,000 | -2.0% | 74,903 | -6.5% | 0.62% | -6.0% |
| Q2 2017 | $10,957,717,000 | +4.4% | 80,071 | +0.4% | 0.66% | +1.4% |
| Q1 2017 | $10,491,219,000 | +6.4% | 79,769 | -1.4% | 0.65% | +1.1% |
| Q4 2016 | $9,856,708,000 | -8.3% | 80,932 | -8.4% | 0.64% | -11.1% |
| Q3 2016 | $10,753,041,000 | +2.1% | 88,386 | -2.1% | 0.72% | -1.1% |
| Q2 2016 | $10,529,040,000 | -22.4% | 90,316 | -22.9% | 0.73% | -23.7% |
| Q1 2016 | $13,573,268,000 | -3.8% | 117,122 | -3.8% | 0.95% | -3.7% |
| Q4 2015 | $14,102,471,000 | +11.7% | 121,783 | +4.0% | 0.99% | +4.8% |
| Q3 2015 | $12,620,577,000 | +1.7% | 117,074 | +7.4% | 0.94% | +8.7% |
| Q2 2015 | $12,408,007,000 | +10.7% | 108,976 | +10.8% | 0.87% | +12.1% |
| Q1 2015 | $11,210,629,000 | +4.8% | 98,382 | +2.7% | 0.78% | +2.9% |
| Q4 2014 | $10,693,847,000 | +8.2% | 95,823 | +3.6% | 0.75% | +1.9% |
| Q3 2014 | $9,880,636,000 | +11.5% | 92,498 | +9.8% | 0.74% | +11.0% |
| Q2 2014 | $8,860,785,000 | +17.0% | 84,236 | +11.0% | 0.67% | +11.4% |
| Q1 2014 | $7,573,762,000 | +12.0% | 75,859 | +10.8% | 0.60% | +9.9% |
| Q4 2013 | $6,761,314,000 | +27.2% | 68,469 | +15.1% | 0.54% | +16.2% |
| Q3 2013 | $5,316,384,000 | +14.1% | 59,494 | +7.3% | 0.47% | +9.9% |
| Q2 2013 | $4,657,430,000 | – | 55,439 | – | 0.43% | – |
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% |