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 | $54,259,597 | -3.8% | 793,037 | -0.9% | 0.26% | +1.6% |
| Q2 2023 | $56,413,042 | +5.6% | 800,412 | -4.2% | 0.26% | +0.8% |
| Q1 2023 | $53,407,249 | +3.9% | 835,925 | -4.9% | 0.25% | +0.8% |
| Q4 2022 | $51,408,103 | -3.7% | 878,770 | -4.8% | 0.25% | -9.4% |
| Q3 2022 | $53,382,000 | -6.7% | 922,774 | -2.7% | 0.28% | -0.4% |
| Q2 2022 | $57,225,000 | -26.0% | 948,220 | -6.4% | 0.28% | -14.7% |
| Q1 2022 | $77,353,000 | -8.6% | 1,012,737 | +0.2% | 0.33% | -3.3% |
| Q4 2021 | $84,591,000 | +4.0% | 1,011,008 | -8.1% | 0.34% | -4.5% |
| Q3 2021 | $81,334,000 | +3.6% | 1,100,436 | +2.0% | 0.35% | +2.9% |
| Q2 2021 | $78,485,000 | -48.1% | 1,079,136 | -53.5% | 0.34% | -2.0% |
| Q1 2021 | $151,140,000 | +92.9% | 2,321,296 | +89.1% | 0.35% | -8.4% |
| Q4 2020 | $78,341,000 | +6.0% | 1,227,529 | +283.7% | 0.38% | -4.2% |
| Q3 2020 | $73,924,000 | +3.2% | 319,910 | -7.4% | 0.40% | -3.1% |
| Q2 2020 | $71,649,000 | +12.3% | 345,311 | -10.7% | 0.41% | -3.1% |
| Q1 2020 | $63,794,000 | -22.2% | 386,514 | -8.7% | 0.43% | -3.0% |
| Q4 2019 | $81,979,000 | +0.9% | 423,356 | -6.2% | 0.44% | -5.4% |
| Q3 2019 | $81,277,000 | -6.5% | 451,463 | -6.9% | 0.46% | -8.5% |
| Q2 2019 | $86,964,000 | +7.8% | 485,181 | +3.7% | 0.51% | +5.6% |
| Q1 2019 | $80,656,000 | +18.2% | 467,951 | +3.3% | 0.48% | +7.6% |
| Q4 2018 | $68,264,000 | -17.3% | 453,064 | -2.8% | 0.45% | -2.8% |
| Q3 2018 | $82,584,000 | +5.8% | 466,130 | -2.9% | 0.46% | +0.9% |
| Q2 2018 | $78,070,000 | +0.4% | 480,105 | -4.3% | 0.46% | -0.9% |
| Q1 2018 | $77,763,000 | -1.4% | 501,469 | -2.8% | 0.46% | +1.5% |
| Q4 2017 | $78,834,000 | +3.4% | 516,027 | -2.9% | 0.45% | 0.0% |
| Q3 2017 | $76,246,000 | -0.2% | 531,625 | -4.7% | 0.45% | -1.1% |
| Q2 2017 | $76,368,000 | -2.5% | 558,047 | -6.3% | 0.46% | -2.8% |
| Q1 2017 | $78,364,000 | +14.5% | 595,835 | +6.1% | 0.47% | +10.1% |
| Q4 2016 | $68,427,000 | +3.9% | 561,839 | +3.8% | 0.43% | +3.1% |
| Q3 2016 | $65,862,000 | +5.4% | 541,361 | +1.0% | 0.41% | +1.5% |
| Q2 2016 | $62,504,000 | +1.8% | 536,145 | +1.2% | 0.41% | 0.0% |
| Q1 2016 | $61,413,000 | +0.2% | 529,924 | +0.2% | 0.41% | -1.0% |
| Q4 2015 | $61,271,000 | +15.7% | 529,109 | +7.7% | 0.41% | +10.2% |
| Q3 2015 | $52,940,000 | +0.3% | 491,087 | +5.9% | 0.37% | +6.6% |
| Q2 2015 | $52,788,000 | +5.5% | 463,620 | +5.5% | 0.35% | +7.7% |
| Q1 2015 | $50,059,000 | +10.9% | 439,309 | +8.6% | 0.33% | +10.1% |
| Q4 2014 | $45,136,000 | +12.2% | 404,439 | +7.3% | 0.30% | +7.2% |
| Q3 2014 | $40,246,000 | +1.4% | 376,763 | -0.2% | 0.28% | +4.9% |
| Q2 2014 | $39,695,000 | +3.6% | 377,367 | -1.6% | 0.26% | -11.1% |
| Q1 2014 | $38,305,000 | +1.4% | 383,659 | +0.3% | 0.30% | +20.3% |
| Q4 2013 | $37,766,000 | +0.4% | 382,439 | -9.1% | 0.25% | -5.0% |
| Q3 2013 | $37,608,000 | -0.0% | 420,863 | -6.0% | 0.26% | +86.3% |
| Q2 2013 | $37,616,000 | -0.2% | 447,760 | -2.1% | 0.14% | 0.0% |
| Q1 2013 | $37,676,000 | -6.1% | 457,341 | -13.6% | 0.14% | -13.1% |
| Q4 2012 | $40,110,000 | – | 529,569 | – | 0.16% | – |
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% |