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 | $167,287 | -2.9% | 2,445 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $172,324 | +10.3% | 2,445 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $156,211 | +9.2% | 2,445 | 0.0% | 0.01% | +10.0% |
| Q4 2022 | $143,033 | +1.4% | 2,445 | 0.0% | 0.01% | -9.1% |
| Q3 2022 | $141,000 | -8.4% | 2,445 | -4.5% | 0.01% | -8.3% |
| Q2 2022 | $154,000 | -57.6% | 2,559 | -41.1% | 0.01% | -47.8% |
| Q4 2021 | $363,000 | +55.1% | 4,341 | +37.2% | 0.02% | +35.3% |
| Q3 2021 | $234,000 | +1.7% | 3,164 | 0.0% | 0.02% | +6.2% |
| Q2 2021 | $230,000 | +11.7% | 3,164 | 0.0% | 0.02% | +6.7% |
| Q1 2021 | $206,000 | -22.8% | 3,164 | -24.2% | 0.02% | -28.6% |
| Q4 2020 | $267,000 | +662.9% | 4,176 | +2647.4% | 0.02% | +600.0% |
| Q3 2020 | $35,000 | +25.0% | 152 | +10.9% | 0.00% | 0.0% |
| Q2 2020 | $28,000 | +21.7% | 137 | 0.0% | 0.00% | +50.0% |
| Q1 2020 | $23,000 | -14.8% | 137 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $27,000 | +8.0% | 137 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $25,000 | +47.1% | 137 | +42.7% | 0.00% | +100.0% |
| Q2 2019 | $17,000 | +70.0% | 96 | +71.4% | 0.00% | 0.0% |
| Q1 2019 | $10,000 | +25.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | -20.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $10,000 | +900.0% | 56 | +460.0% | 0.00% | – |
| Q2 2016 | $1,000 | -90.9% | 10 | -89.0% | 0.00% | -100.0% |
| Q1 2016 | $11,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $11,000 | +10.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $10,000 | 0.0% | 91 | 0.0% | 0.00% | +100.0% |
| Q2 2015 | $10,000 | – | 91 | – | 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% |