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 | $359,205 | +50.1% | 5,250 | +54.6% | 0.02% | +63.6% |
| Q2 2023 | $239,350 | +10.3% | 3,396 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $216,970 | -29.4% | 3,396 | -35.3% | 0.01% | -31.2% |
| Q4 2022 | $307,125 | +1.4% | 5,250 | 0.0% | 0.02% | -5.9% |
| Q3 2022 | $303,000 | -4.4% | 5,250 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $317,000 | -20.9% | 5,250 | 0.0% | 0.02% | -10.5% |
| Q1 2022 | $401,000 | -8.7% | 5,250 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $439,000 | +13.1% | 5,250 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $388,000 | +1.6% | 5,250 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $382,000 | +9.1% | 5,250 | -2.4% | 0.02% | 0.0% |
| Q1 2021 | $350,000 | +1.7% | 5,380 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $344,000 | +10.6% | 5,380 | +300.0% | 0.02% | 0.0% |
| Q3 2020 | $311,000 | +11.5% | 1,345 | 0.0% | 0.02% | +5.6% |
| Q2 2020 | $279,000 | -90.7% | 1,345 | -92.6% | 0.02% | -92.0% |
| Q1 2020 | $3,014,000 | +21.5% | 18,259 | +42.5% | 0.22% | +55.6% |
| Q4 2019 | $2,480,000 | +7.5% | 12,809 | -0.0% | 0.14% | 0.0% |
| Q3 2019 | $2,307,000 | +0.9% | 12,814 | +0.5% | 0.14% | -0.7% |
| Q2 2019 | $2,286,000 | -0.2% | 12,753 | -4.0% | 0.14% | -5.8% |
| Q1 2019 | $2,290,000 | -3.3% | 13,290 | -15.4% | 0.15% | -13.0% |
| Q4 2018 | $2,367,000 | -14.8% | 15,707 | +0.2% | 0.18% | -2.2% |
| Q3 2018 | $2,778,000 | +7.6% | 15,680 | -1.2% | 0.18% | +2.8% |
| Q2 2018 | $2,582,000 | +0.9% | 15,876 | -3.8% | 0.18% | -1.7% |
| Q1 2018 | $2,559,000 | -0.2% | 16,502 | -1.7% | 0.18% | +4.1% |
| Q4 2017 | $2,565,000 | +3.4% | 16,789 | -2.9% | 0.17% | -2.3% |
| Q3 2017 | $2,481,000 | +1.1% | 17,296 | -3.5% | 0.18% | -2.8% |
| Q2 2017 | $2,453,000 | +4.0% | 17,922 | -0.0% | 0.18% | +1.7% |
| Q1 2017 | $2,358,000 | +11.9% | 17,923 | +3.6% | 0.18% | +8.5% |
| Q4 2016 | $2,108,000 | -15.7% | 17,306 | -15.8% | 0.16% | -18.4% |
| Q3 2016 | $2,501,000 | +6.8% | 20,550 | +2.4% | 0.20% | +6.3% |
| Q2 2016 | $2,341,000 | +0.3% | 20,075 | -0.3% | 0.19% | -0.5% |
| Q1 2016 | $2,333,000 | +3.2% | 20,132 | +3.1% | 0.19% | +1.1% |
| Q4 2015 | $2,261,000 | -16.5% | 19,525 | -22.3% | 0.19% | -20.3% |
| Q3 2015 | $2,708,000 | -6.2% | 25,126 | -0.9% | 0.24% | +1.3% |
| Q2 2015 | $2,886,000 | +1.1% | 25,343 | +1.2% | 0.23% | +1.7% |
| Q1 2015 | $2,855,000 | +14.2% | 25,052 | +11.8% | 0.23% | +15.7% |
| Q4 2014 | $2,501,000 | +12.8% | 22,412 | +7.9% | 0.20% | +10.6% |
| Q3 2014 | $2,218,000 | +1.4% | 20,770 | -0.1% | 0.18% | +1.1% |
| Q2 2014 | $2,187,000 | +9.9% | 20,795 | +4.3% | 0.18% | +5.4% |
| Q1 2014 | $1,990,000 | -3.3% | 19,929 | -4.3% | 0.17% | -4.0% |
| Q4 2013 | $2,057,000 | +7.4% | 20,832 | -2.9% | 0.18% | -0.6% |
| Q3 2013 | $1,916,000 | +0.9% | 21,448 | -5.2% | 0.18% | -0.6% |
| Q2 2013 | $1,899,000 | – | 22,613 | – | 0.18% | – |
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% |