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 | $73,337 | +661.7% | 1,071,874 | +684.7% | 1.14% | +648.0% |
| Q2 2023 | $9,628 | +1091.6% | 136,605 | +980.1% | 0.15% | +985.7% |
| Q1 2023 | $808 | -99.9% | 12,647 | -6.3% | 0.01% | 0.0% |
| Q4 2022 | $790,000 | -99.9% | 13,496 | +4.0% | 0.01% | -6.7% |
| Q3 2022 | $751,000,000 | +122813.3% | 12,978 | +28.2% | 0.02% | +25.0% |
| Q2 2022 | $611,000 | -52.9% | 10,122 | -40.3% | 0.01% | -47.8% |
| Q1 2022 | $1,296,000 | -100.0% | 16,968 | -58.6% | 0.02% | -62.3% |
| Q4 2021 | $3,426,000,000 | +107534.3% | 40,947 | -4.9% | 0.06% | -4.7% |
| Q3 2021 | $3,183,000 | +1.9% | 43,059 | +0.2% | 0.06% | -3.0% |
| Q2 2021 | $3,125,000 | +15.6% | 42,965 | +3.5% | 0.07% | 0.0% |
| Q1 2021 | $2,704,000 | +4.1% | 41,531 | +2.0% | 0.07% | -8.3% |
| Q4 2020 | $2,598,000 | +1.2% | 40,708 | +266.4% | 0.07% | -16.3% |
| Q3 2020 | $2,567,000 | +7.0% | 11,109 | -3.9% | 0.09% | -5.5% |
| Q2 2020 | $2,399,000 | +3.6% | 11,564 | -3.3% | 0.09% | -5.2% |
| Q4 2019 | $2,316,000 | +54.6% | 11,958 | +43.7% | 0.10% | +35.2% |
| Q3 2019 | $1,498,000 | -87.7% | 8,319 | -90.7% | 0.07% | -94.7% |
| Q2 2017 | $12,157,000 | -30.1% | 89,360 | -39.9% | 1.33% | -55.4% |
| Q2 2016 | $17,395,000 | -99.9% | 148,773 | +26.7% | 2.98% | +14.6% |
| Q1 2016 | $13,745,000,000 | +30.1% | 117,412 | +28.7% | 2.60% | +15.9% |
| Q4 2015 | $10,565,000,000 | +202488.7% | 91,233 | +88.6% | 2.24% | +75.9% |
| Q3 2015 | $5,215,000 | +120.1% | 48,377 | +134.3% | 1.27% | +119.3% |
| Q2 2015 | $2,369,000 | – | 20,648 | – | 0.58% | – |
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% |