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 | $478,940 | -2.9% | 7,000 | 0.0% | 0.17% | -6.6% |
| Q2 2023 | $493,360 | +10.3% | 7,000 | 0.0% | 0.18% | +2.8% |
| Q1 2023 | $447,230 | +9.2% | 7,000 | 0.0% | 0.18% | +2.9% |
| Q4 2022 | $409,500 | +1.4% | 7,000 | 0.0% | 0.17% | -2.3% |
| Q3 2022 | $404,000 | -4.3% | 7,000 | 0.0% | 0.18% | +6.1% |
| Q2 2022 | $422,000 | -21.0% | 7,000 | 0.0% | 0.16% | 0.0% |
| Q1 2022 | $534,000 | -8.7% | 7,000 | 0.0% | 0.16% | -8.8% |
| Q4 2021 | $585,000 | +13.2% | 7,000 | 0.0% | 0.18% | +2.3% |
| Q3 2021 | $517,000 | +1.6% | 7,000 | 0.0% | 0.18% | +5.4% |
| Q2 2021 | $509,000 | +11.9% | 7,000 | 0.0% | 0.17% | +1.8% |
| Q1 2021 | $455,000 | +2.0% | 7,000 | 0.0% | 0.16% | -8.8% |
| Q4 2020 | $446,000 | +10.4% | 7,000 | +300.0% | 0.18% | +0.6% |
| Q3 2020 | $404,000 | +11.3% | 1,750 | 0.0% | 0.18% | 0.0% |
| Q2 2020 | $363,000 | +26.0% | 1,750 | 0.0% | 0.18% | -7.2% |
| Q1 2020 | $288,000 | -14.8% | 1,750 | 0.0% | 0.19% | +29.3% |
| Q4 2019 | $338,000 | +7.3% | 1,750 | 0.0% | 0.15% | -3.8% |
| Q3 2019 | $315,000 | +0.6% | 1,750 | 0.0% | 0.16% | +3.3% |
| Q2 2019 | $313,000 | +4.0% | 1,750 | 0.0% | 0.15% | +4.1% |
| Q1 2019 | $301,000 | +14.4% | 1,750 | 0.0% | 0.14% | +3.6% |
| Q4 2018 | $263,000 | -15.2% | 1,750 | 0.0% | 0.14% | +13.8% |
| Q3 2018 | $310,000 | +9.2% | 1,750 | 0.0% | 0.12% | +8.8% |
| Q2 2018 | $284,000 | +4.8% | 1,750 | 0.0% | 0.11% | +11.9% |
| Q1 2018 | $271,000 | +4.6% | 1,750 | +2.9% | 0.10% | +7.4% |
| Q4 2017 | $259,000 | -17.8% | 1,700 | -22.7% | 0.09% | -26.0% |
| Q3 2017 | $315,000 | +4.7% | 2,200 | 0.0% | 0.13% | -1.6% |
| Q2 2017 | $301,000 | +4.2% | 2,200 | 0.0% | 0.13% | -0.8% |
| Q1 2017 | $289,000 | +8.2% | 2,200 | 0.0% | 0.13% | +4.8% |
| Q4 2016 | $267,000 | 0.0% | 2,200 | 0.0% | 0.12% | +51.2% |
| Q3 2016 | $267,000 | +4.3% | 2,200 | 0.0% | 0.08% | -35.9% |
| Q2 2016 | $256,000 | +0.8% | 2,200 | 0.0% | 0.13% | +4.1% |
| Q1 2016 | $254,000 | 0.0% | 2,200 | 0.0% | 0.12% | +23.0% |
| Q4 2015 | $254,000 | +7.2% | 2,200 | 0.0% | 0.10% | +5.3% |
| Q3 2015 | $237,000 | -6.0% | 2,200 | 0.0% | 0.10% | +11.8% |
| Q2 2015 | $252,000 | +0.8% | 2,200 | 0.0% | 0.08% | -7.6% |
| Q1 2015 | $250,000 | +2.0% | 2,200 | 0.0% | 0.09% | -2.1% |
| Q4 2014 | $245,000 | +4.3% | 2,200 | 0.0% | 0.09% | +2.2% |
| Q3 2014 | $235,000 | +1.7% | 2,200 | 0.0% | 0.09% | +10.8% |
| Q2 2014 | $231,000 | +5.5% | 2,200 | 0.0% | 0.08% | -4.6% |
| Q1 2014 | $219,000 | +0.9% | 2,200 | 0.0% | 0.09% | -3.3% |
| Q4 2013 | $217,000 | +5.9% | 2,200 | -4.3% | 0.09% | -13.5% |
| Q3 2013 | $205,000 | -74.6% | 2,300 | -76.0% | 0.10% | -58.4% |
| Q2 2013 | $806,000 | – | 9,600 | – | 0.25% | – |
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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% |