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 | $58,366,906 | +5.8% | 853,068 | +9.0% | 1.33% | +8.6% |
| Q2 2023 | $55,151,905 | +34.6% | 782,519 | +22.0% | 1.22% | +24.2% |
| Q1 2023 | $40,966,977 | +38.3% | 641,211 | +33.8% | 0.98% | +21.1% |
| Q4 2022 | $29,619,092 | +3.3% | 479,340 | -3.3% | 0.81% | -25.6% |
| Q3 2022 | $28,662,000 | -7.6% | 495,454 | -3.6% | 1.09% | +3.1% |
| Q2 2022 | $31,033,000 | +12.2% | 514,217 | +42.0% | 1.06% | -2.4% |
| Q1 2022 | $27,659,000 | -5.3% | 362,124 | +3.7% | 1.08% | -8.6% |
| Q4 2021 | $29,205,000 | +16.0% | 349,050 | +2.4% | 1.19% | +2.2% |
| Q3 2021 | $25,185,000 | +6.7% | 340,752 | +5.0% | 1.16% | +6.8% |
| Q2 2021 | $23,603,000 | +28.8% | 324,529 | +15.3% | 1.09% | +12.2% |
| Q1 2021 | $18,331,000 | +2.0% | 281,539 | +0.0% | 0.97% | -24.9% |
| Q4 2020 | $17,965,000 | +11.4% | 281,495 | +0.8% | 1.29% | -8.0% |
| Q3 2020 | $16,133,000 | +13.7% | 279,263 | +308.3% | 1.40% | +4.2% |
| Q2 2020 | $14,191,000 | +48.0% | 68,394 | +17.7% | 1.35% | +35.0% |
| Q1 2020 | $9,589,000 | -13.5% | 58,098 | +1.5% | 1.00% | +7.4% |
| Q4 2019 | $11,081,000 | +12.6% | 57,225 | +4.7% | 0.93% | +1.0% |
| Q3 2019 | $9,843,000 | +13.9% | 54,674 | +13.4% | 0.92% | +8.1% |
| Q2 2019 | $8,641,000 | -5.5% | 48,209 | -9.2% | 0.85% | -11.0% |
| Q1 2019 | $9,147,000 | -21.5% | 53,069 | -31.4% | 0.96% | -31.2% |
| Q4 2018 | $11,649,000 | -17.3% | 77,315 | -2.8% | 1.39% | -3.6% |
| Q3 2018 | $14,088,000 | +10.3% | 79,519 | +1.3% | 1.44% | +3.1% |
| Q2 2018 | $12,767,000 | +7.4% | 78,510 | +2.4% | 1.40% | -11.7% |
| Q1 2018 | $11,889,000 | +2.2% | 76,666 | +0.7% | 1.58% | -10.0% |
| Q4 2017 | $11,630,000 | +1.6% | 76,127 | -4.6% | 1.76% | -1.1% |
| Q3 2017 | $11,445,000 | -9.9% | 79,804 | -14.0% | 1.78% | -14.0% |
| Q2 2017 | $12,702,000 | +51.0% | 92,820 | +45.1% | 2.07% | +24.0% |
| Q1 2017 | $8,413,000 | +6.5% | 63,965 | -1.4% | 1.67% | +3.0% |
| Q4 2016 | $7,900,000 | +2.8% | 64,870 | +2.7% | 1.62% | -7.2% |
| Q3 2016 | $7,682,000 | +14.0% | 63,144 | +9.2% | 1.74% | +18.3% |
| Q2 2016 | $6,739,000 | +8.9% | 57,810 | +8.3% | 1.47% | +7.2% |
| Q1 2016 | $6,189,000 | +10.2% | 53,404 | +10.1% | 1.38% | -0.4% |
| Q4 2015 | $5,616,000 | +6.2% | 48,500 | -1.1% | 1.38% | -6.2% |
| Q3 2015 | $5,286,000 | -4.1% | 49,032 | +1.3% | 1.47% | -12.5% |
| Q2 2015 | $5,510,000 | -19.9% | 48,392 | -19.8% | 1.68% | -43.0% |
| Q1 2015 | $6,876,000 | +4.8% | 60,343 | +2.6% | 2.95% | -6.6% |
| Q4 2014 | $6,560,000 | +4.5% | 58,786 | -0.0% | 3.16% | -3.5% |
| Q3 2014 | $6,280,000 | -48.4% | 58,789 | -50.5% | 3.27% | -4.6% |
| Q2 2014 | $12,172,000 | +106.4% | 118,726 | +101.0% | 3.43% | -1.5% |
| Q1 2014 | $5,897,000 | -1.4% | 59,069 | -2.4% | 3.48% | -3.4% |
| Q4 2013 | $5,978,000 | +12.4% | 60,537 | +1.7% | 3.60% | +2.8% |
| Q3 2013 | $5,320,000 | +4.0% | 59,529 | -2.3% | 3.50% | -2.8% |
| Q2 2013 | $5,117,000 | +3.7% | 60,904 | +1.7% | 3.60% | -3.0% |
| Q1 2013 | $4,935,000 | +18.9% | 59,909 | +9.3% | 3.72% | +3.4% |
| Q4 2012 | $4,151,000 | +3.7% | 54,809 | +6.6% | 3.59% | -2.0% |
| Q3 2012 | $4,002,000 | – | 51,409 | – | 3.67% | – |
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% |