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 | $27,120,588 | -18.2% | 396,384 | -15.8% | 1.08% | -13.1% |
| Q2 2023 | $33,162,879 | -0.6% | 470,529 | -9.9% | 1.25% | -5.5% |
| Q1 2023 | $33,368,946 | +3.0% | 522,287 | -1.9% | 1.32% | +1.8% |
| Q4 2022 | $32,402,082 | +4.2% | 532,348 | -1.0% | 1.30% | -6.8% |
| Q3 2022 | $31,096,000 | -13.3% | 537,547 | -9.6% | 1.39% | -10.0% |
| Q2 2022 | $35,875,000 | -15.0% | 594,454 | +7.6% | 1.55% | +2.0% |
| Q1 2022 | $42,210,000 | -9.0% | 552,634 | -0.3% | 1.52% | -2.9% |
| Q4 2021 | $46,399,000 | +8.0% | 554,546 | -4.6% | 1.56% | -0.3% |
| Q3 2021 | $42,974,000 | +5.6% | 581,452 | +3.9% | 1.57% | +7.4% |
| Q2 2021 | $40,700,000 | +10.3% | 559,609 | -1.2% | 1.46% | +3.8% |
| Q1 2021 | $36,891,000 | +786.8% | 566,612 | +769.2% | 1.41% | +636.1% |
| Q4 2020 | $4,160,000 | -85.2% | 65,185 | -46.4% | 0.19% | -85.0% |
| Q3 2020 | $28,087,000 | +5.9% | 121,549 | -5.0% | 1.27% | +0.6% |
| Q2 2020 | $26,534,000 | +15.4% | 127,887 | -8.2% | 1.26% | -3.1% |
| Q1 2020 | $23,000,000 | -18.7% | 139,350 | -4.6% | 1.30% | +4.3% |
| Q4 2019 | $28,282,000 | +4.6% | 146,055 | -2.8% | 1.25% | +1.2% |
| Q3 2019 | $27,040,000 | +2.0% | 150,200 | +1.6% | 1.24% | +2.5% |
| Q2 2019 | $26,509,000 | +7.5% | 147,899 | +3.4% | 1.21% | +5.1% |
| Q1 2019 | $24,662,000 | +16.7% | 143,088 | +2.0% | 1.15% | -0.3% |
| Q4 2018 | $21,135,000 | -14.3% | 140,275 | +0.7% | 1.15% | +1.1% |
| Q3 2018 | $24,674,000 | -12.1% | 139,269 | -19.3% | 1.14% | -15.6% |
| Q2 2018 | $28,072,000 | -13.8% | 172,634 | -17.8% | 1.35% | -13.6% |
| Q1 2018 | $32,561,000 | +4.1% | 209,976 | -0.1% | 1.56% | +9.6% |
| Q4 2017 | $31,270,000 | -4.2% | 210,280 | -8.2% | 1.42% | -8.0% |
| Q3 2017 | $32,639,000 | +4.3% | 229,081 | +0.2% | 1.55% | +2.2% |
| Q2 2017 | $31,292,000 | +3.9% | 228,666 | -0.2% | 1.52% | +1.7% |
| Q1 2017 | $30,124,000 | +10.1% | 229,051 | +2.0% | 1.49% | +8.4% |
| Q4 2016 | $27,353,000 | +1.8% | 224,596 | +1.7% | 1.38% | -6.0% |
| Q3 2016 | $26,878,000 | +5.2% | 220,928 | +0.8% | 1.46% | -11.9% |
| Q2 2016 | $25,561,000 | +3.8% | 219,263 | +3.2% | 1.66% | +1.6% |
| Q1 2016 | $24,616,000 | +2.9% | 212,411 | +2.8% | 1.64% | +1.2% |
| Q4 2015 | $23,933,000 | +1.7% | 206,674 | -5.3% | 1.62% | -4.2% |
| Q3 2015 | $23,536,000 | -2.9% | 218,331 | +2.6% | 1.69% | +6.0% |
| Q2 2015 | $24,235,000 | +7.0% | 212,856 | +7.1% | 1.59% | +7.4% |
| Q1 2015 | $22,650,000 | +10.8% | 198,773 | +8.5% | 1.48% | +5.9% |
| Q4 2014 | $20,442,000 | +11.8% | 183,180 | +7.0% | 1.40% | +7.0% |
| Q3 2014 | $18,287,000 | +23.8% | 171,191 | +21.9% | 1.31% | +23.1% |
| Q2 2014 | $14,769,000 | +129.2% | 140,405 | +117.5% | 1.06% | +109.3% |
| Q1 2014 | $6,444,000 | +26.0% | 64,540 | +24.6% | 0.51% | +24.8% |
| Q4 2013 | $5,113,000 | +35.6% | 51,790 | +22.7% | 0.41% | +15.0% |
| Q3 2013 | $3,772,000 | -99.8% | 42,218 | +82.8% | 0.35% | -33.3% |
| Q2 2013 | $1,939,978,000 | – | 23,092 | – | 0.53% | – |
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% |