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 | $326,706 | -2.9% | 4,775 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $336,542 | +6.9% | 4,775 | -3.1% | 0.04% | +2.6% |
| Q1 2023 | $314,914 | +7.1% | 4,929 | -1.9% | 0.04% | +5.4% |
| Q4 2022 | $294,073 | +9.7% | 5,027 | +8.6% | 0.04% | +5.7% |
| Q3 2022 | $268,000 | -31.1% | 4,630 | -28.2% | 0.04% | -31.4% |
| Q2 2022 | $389,000 | +33.2% | 6,448 | +68.7% | 0.05% | +54.5% |
| Q1 2022 | $292,000 | +19.7% | 3,823 | +31.2% | 0.03% | +26.9% |
| Q4 2021 | $244,000 | -13.2% | 2,913 | -23.5% | 0.03% | -13.3% |
| Q3 2021 | $281,000 | -7.3% | 3,806 | -8.8% | 0.03% | -9.1% |
| Q2 2021 | $303,000 | +2.7% | 4,171 | -7.8% | 0.03% | -5.7% |
| Q1 2021 | $295,000 | -3.9% | 4,525 | -6.0% | 0.04% | -10.3% |
| Q4 2020 | $307,000 | -48.3% | 4,812 | +87.2% | 0.04% | -54.7% |
| Q3 2020 | $594,000 | -0.3% | 2,570 | -10.6% | 0.09% | -6.5% |
| Q2 2020 | $596,000 | +18.0% | 2,875 | -6.1% | 0.09% | -1.1% |
| Q1 2020 | $505,000 | -15.3% | 3,061 | -0.5% | 0.09% | +6.9% |
| Q4 2019 | $596,000 | +7.0% | 3,076 | -0.5% | 0.09% | 0.0% |
| Q3 2019 | $557,000 | +2.8% | 3,092 | +2.2% | 0.09% | +3.6% |
| Q2 2019 | $542,000 | +3.0% | 3,025 | -0.9% | 0.08% | -2.3% |
| Q1 2019 | $526,000 | +18.7% | 3,054 | +3.8% | 0.09% | +6.2% |
| Q4 2018 | $443,000 | -14.0% | 2,941 | +1.1% | 0.08% | -13.8% |
| Q3 2018 | $515,000 | +24.7% | 2,909 | +14.5% | 0.09% | +19.0% |
| Q2 2018 | $413,000 | -11.4% | 2,540 | -15.4% | 0.08% | -21.8% |
| Q1 2018 | $466,000 | +18.6% | 3,003 | +16.6% | 0.10% | +26.2% |
| Q4 2017 | $393,000 | +6.2% | 2,575 | -0.2% | 0.08% | +8.1% |
| Q3 2017 | $370,000 | +3.9% | 2,581 | -0.8% | 0.07% | -1.3% |
| Q2 2017 | $356,000 | +2.3% | 2,602 | -1.5% | 0.08% | 0.0% |
| Q1 2017 | $348,000 | +5.1% | 2,642 | -2.9% | 0.08% | +1.4% |
| Q4 2016 | $331,000 | +0.3% | 2,720 | +0.2% | 0.07% | -3.9% |
| Q3 2016 | $330,000 | +5.8% | 2,715 | +1.4% | 0.08% | +2.7% |
| Q2 2016 | $312,000 | +4.0% | 2,677 | +3.4% | 0.08% | +2.7% |
| Q1 2016 | $300,000 | +2.0% | 2,588 | +2.1% | 0.07% | +1.4% |
| Q4 2015 | $294,000 | +6.9% | 2,535 | -0.7% | 0.07% | 0.0% |
| Q3 2015 | $275,000 | +7.4% | 2,553 | +13.5% | 0.07% | +18.0% |
| Q2 2015 | $256,000 | -8.9% | 2,249 | -8.8% | 0.06% | -9.0% |
| Q1 2015 | $281,000 | -5.4% | 2,466 | -7.3% | 0.07% | -17.3% |
| Q4 2014 | $297,000 | +1.4% | 2,659 | -2.9% | 0.08% | -1.2% |
| Q3 2014 | $293,000 | -3.3% | 2,739 | -4.8% | 0.08% | -3.5% |
| Q2 2014 | $303,000 | -7.1% | 2,877 | -11.8% | 0.08% | -14.1% |
| Q1 2014 | $326,000 | -11.2% | 3,261 | -12.3% | 0.10% | -14.7% |
| Q4 2013 | $367,000 | +9.9% | 3,718 | -0.6% | 0.12% | +0.9% |
| Q3 2013 | $334,000 | +6.0% | 3,739 | -0.3% | 0.12% | -3.4% |
| Q2 2013 | $315,000 | – | 3,751 | – | 0.12% | – |
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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% |