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 | $222,912 | -2.9% | 3,258 | 0.0% | 0.02% | +4.2% |
| Q2 2023 | $229,624 | -17.3% | 3,258 | -25.0% | 0.02% | -20.0% |
| Q1 2023 | $277,538 | -35.3% | 4,344 | -40.7% | 0.03% | -43.4% |
| Q4 2022 | $428,805 | +1.1% | 7,330 | 0.0% | 0.05% | -1.9% |
| Q3 2022 | $424,000 | -4.1% | 7,330 | 0.0% | 0.05% | +3.8% |
| Q2 2022 | $442,000 | -21.1% | 7,330 | 0.0% | 0.05% | +4.0% |
| Q1 2022 | $560,000 | -8.6% | 7,330 | 0.0% | 0.05% | +4.2% |
| Q4 2021 | $613,000 | +13.1% | 7,330 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $542,000 | -16.6% | 7,330 | -18.0% | 0.05% | -18.6% |
| Q2 2021 | $650,000 | +11.7% | 8,940 | 0.0% | 0.06% | +7.3% |
| Q1 2021 | $582,000 | +1.9% | 8,940 | 0.0% | 0.06% | -8.3% |
| Q4 2020 | $571,000 | +10.7% | 8,940 | +300.0% | 0.06% | -3.2% |
| Q3 2020 | $516,000 | +11.2% | 2,235 | 0.0% | 0.06% | -1.6% |
| Q2 2020 | $464,000 | +25.7% | 2,235 | 0.0% | 0.06% | +16.7% |
| Q1 2020 | $369,000 | -14.8% | 2,235 | 0.0% | 0.05% | +10.2% |
| Q4 2019 | $433,000 | -25.6% | 2,235 | -30.9% | 0.05% | -31.0% |
| Q3 2019 | $582,000 | +45.1% | 3,235 | +44.7% | 0.07% | +42.0% |
| Q2 2019 | $401,000 | +4.2% | 2,235 | 0.0% | 0.05% | -3.8% |
| Q1 2019 | $385,000 | 0.0% | 2,235 | 0.0% | 0.05% | 0.0% |
| Q4 2018 | $385,000 | 0.0% | 2,235 | 0.0% | 0.05% | 0.0% |
| Q3 2018 | $385,000 | +5.8% | 2,235 | 0.0% | 0.05% | +8.3% |
| Q2 2018 | $364,000 | +5.2% | 2,235 | 0.0% | 0.05% | +6.7% |
| Q1 2018 | $346,000 | +1.5% | 2,235 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $341,000 | +6.2% | 2,235 | 0.0% | 0.04% | +2.3% |
| Q3 2017 | $321,000 | +4.9% | 2,235 | 0.0% | 0.04% | -4.3% |
| Q2 2017 | $306,000 | +4.4% | 2,235 | 0.0% | 0.05% | +7.0% |
| Q1 2017 | $293,000 | +7.7% | 2,235 | 0.0% | 0.04% | +4.9% |
| Q4 2016 | $272,000 | 0.0% | 2,235 | 0.0% | 0.04% | +5.1% |
| Q3 2016 | $272,000 | +4.2% | 2,235 | 0.0% | 0.04% | -2.5% |
| Q2 2016 | $261,000 | +0.8% | 2,235 | 0.0% | 0.04% | -9.1% |
| Q1 2016 | $259,000 | 0.0% | 2,235 | 0.0% | 0.04% | -4.3% |
| Q4 2015 | $259,000 | +7.5% | 2,235 | 0.0% | 0.05% | +9.5% |
| Q3 2015 | $241,000 | -5.1% | 2,235 | 0.0% | 0.04% | +13.5% |
| Q2 2015 | $254,000 | 0.0% | 2,235 | 0.0% | 0.04% | +8.8% |
| Q1 2015 | $254,000 | +2.0% | 2,235 | 0.0% | 0.03% | +3.0% |
| Q4 2014 | $249,000 | +4.2% | 2,235 | 0.0% | 0.03% | 0.0% |
| Q3 2014 | $239,000 | +1.7% | 2,235 | 0.0% | 0.03% | +3.1% |
| Q2 2014 | $235,000 | -52.9% | 2,235 | -55.3% | 0.03% | -56.8% |
| Q1 2014 | $499,000 | +1.2% | 4,995 | 0.0% | 0.07% | -7.5% |
| Q4 2013 | $493,000 | – | 4,995 | – | 0.08% | – |
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% |