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 | $1,064 | -83.0% | 15,552 | -82.5% | 0.00% | -84.6% |
| Q2 2023 | $6,251 | +12.7% | 88,697 | +2.2% | 0.01% | 0.0% |
| Q1 2023 | $5,547 | -4.7% | 86,812 | -12.8% | 0.01% | -7.1% |
| Q4 2022 | $5,823 | -99.0% | 99,542 | +908.9% | 0.01% | +1300.0% |
| Q3 2022 | $571,000 | -21.9% | 9,866 | -18.5% | 0.00% | -50.0% |
| Q2 2022 | $731,000 | -50.9% | 12,112 | -37.9% | 0.00% | -33.3% |
| Q1 2022 | $1,490,000 | -10.3% | 19,508 | -1.7% | 0.00% | 0.0% |
| Q4 2021 | $1,661,000 | -6.9% | 19,847 | -17.8% | 0.00% | -25.0% |
| Q3 2021 | $1,784,000 | +2.9% | 24,141 | +1.3% | 0.00% | 0.0% |
| Q2 2021 | $1,733,000 | -64.2% | 23,827 | -67.9% | 0.00% | -66.7% |
| Q1 2021 | $4,835,000 | -2.0% | 74,254 | -4.0% | 0.01% | -7.7% |
| Q4 2020 | $4,934,000 | +9.3% | 77,316 | +295.6% | 0.01% | 0.0% |
| Q3 2020 | $4,516,000 | +20.2% | 19,544 | +7.9% | 0.01% | +8.3% |
| Q2 2020 | $3,757,000 | +11.8% | 18,109 | -11.0% | 0.01% | -14.3% |
| Q1 2020 | $3,360,000 | -16.2% | 20,356 | -1.7% | 0.01% | +7.7% |
| Q4 2019 | $4,010,000 | +14.8% | 20,710 | +6.7% | 0.01% | +8.3% |
| Q3 2019 | $3,494,000 | +7.5% | 19,406 | +7.0% | 0.01% | +9.1% |
| Q2 2019 | $3,250,000 | -17.4% | 18,131 | -20.6% | 0.01% | -26.7% |
| Q1 2019 | $3,935,000 | -78.4% | 22,825 | -81.1% | 0.02% | -81.0% |
| Q4 2018 | $18,228,000 | -14.9% | 120,981 | +0.0% | 0.08% | -1.2% |
| Q3 2018 | $21,430,000 | +8.9% | 120,956 | -0.0% | 0.08% | +5.3% |
| Q2 2018 | $19,676,000 | +4.7% | 121,000 | -0.2% | 0.08% | +4.1% |
| Q1 2018 | $18,800,000 | +69.0% | 121,240 | +66.5% | 0.07% | +69.8% |
| Q4 2017 | $11,122,000 | +314.5% | 72,800 | +289.2% | 0.04% | +290.9% |
| Q3 2017 | $2,683,000 | +4.8% | 18,706 | 0.0% | 0.01% | +10.0% |
| Q2 2017 | $2,560,000 | +7900.0% | 18,706 | +7661.8% | 0.01% | – |
| Q1 2017 | $32,000 | +10.3% | 241 | 0.0% | 0.00% | – |
| Q4 2016 | $29,000 | 0.0% | 241 | 0.0% | 0.00% | – |
| Q3 2016 | $29,000 | +61.1% | 241 | +48.8% | 0.00% | – |
| Q4 2014 | $18,000 | -53.8% | 162 | -63.3% | 0.00% | – |
| Q3 2013 | $39,000 | +5.4% | 441 | 0.0% | 0.00% | – |
| Q2 2013 | $37,000 | – | 441 | – | 0.00% | – |
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% |