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 | $929,965 | -2.9% | 13,592 | 0.0% | 0.08% | +1.3% |
| Q2 2023 | $957,964 | +10.3% | 13,592 | 0.0% | 0.08% | +19.7% |
| Q1 2023 | $868,393 | +106976.8% | 13,592 | -2.0% | 0.07% | +10.0% |
| Q4 2022 | $811 | -99.9% | 13,868 | +35.7% | 0.06% | +25.0% |
| Q3 2022 | $591,000 | +15.9% | 10,223 | +20.9% | 0.05% | +23.1% |
| Q2 2022 | $510,000 | -21.1% | 8,458 | 0.0% | 0.04% | -36.1% |
| Q1 2022 | $646,000 | -10.0% | 8,458 | -1.4% | 0.06% | -12.9% |
| Q4 2021 | $718,000 | -6.1% | 8,581 | -17.1% | 0.07% | -10.3% |
| Q3 2021 | $765,000 | +1.6% | 10,356 | 0.0% | 0.08% | -1.3% |
| Q2 2021 | $753,000 | -15.6% | 10,356 | -25.9% | 0.08% | -33.6% |
| Q4 2020 | $892,000 | +36.6% | 13,974 | +394.5% | 0.12% | +21.4% |
| Q3 2020 | $653,000 | +11.4% | 2,826 | 0.0% | 0.10% | +21.0% |
| Q2 2020 | $586,000 | +112.3% | 2,826 | +69.1% | 0.08% | +17.4% |
| Q1 2020 | $276,000 | -2.1% | 1,671 | +14.6% | 0.07% | +9.5% |
| Q4 2019 | $282,000 | +7.6% | 1,458 | 0.0% | 0.06% | +3.3% |
| Q3 2019 | $262,000 | +28.4% | 1,458 | +28.1% | 0.06% | +35.6% |
| Q2 2019 | $204,000 | +4.1% | 1,138 | 0.0% | 0.04% | +2.3% |
| Q1 2019 | $196,000 | +14.6% | 1,138 | 0.0% | 0.04% | +4.8% |
| Q4 2018 | $171,000 | +98.8% | 1,138 | +133.2% | 0.04% | +133.3% |
| Q3 2018 | $86,000 | +8.9% | 488 | 0.0% | 0.02% | +5.9% |
| Q2 2018 | $79,000 | +1480.0% | 488 | +938.3% | 0.02% | +1600.0% |
| Q1 2016 | $5,000 | – | 47 | – | 0.00% | – |
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% |