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 | $32,114,569 | -4.1% | 469,374 | -1.2% | 0.37% | +3.9% |
| Q2 2023 | $33,497,312 | +9.9% | 475,274 | -0.4% | 0.36% | +3.2% |
| Q1 2023 | $30,488,308 | +107344.0% | 477,200 | -1.6% | 0.34% | -3.9% |
| Q4 2022 | $28,376 | -99.9% | 485,067 | +17.2% | 0.36% | +1.4% |
| Q3 2022 | $23,948,000 | -4.4% | 413,966 | -0.3% | 0.35% | -6.6% |
| Q2 2022 | $25,055,000 | -21.9% | 415,160 | -1.1% | 0.38% | -1.0% |
| Q1 2022 | $32,066,000 | -7.9% | 419,828 | +0.9% | 0.38% | -6.1% |
| Q4 2021 | $34,807,000 | +11.7% | 416,000 | -1.3% | 0.41% | +7.4% |
| Q3 2021 | $31,165,000 | -1.5% | 421,660 | -3.1% | 0.38% | -3.1% |
| Q2 2021 | $31,638,000 | +10.1% | 435,011 | -1.4% | 0.39% | +3.2% |
| Q1 2021 | $28,727,000 | -4.1% | 441,207 | -6.0% | 0.38% | -4.5% |
| Q4 2020 | $29,942,000 | +8.0% | 469,166 | +291.0% | 0.40% | -7.4% |
| Q3 2020 | $27,725,000 | +6.2% | 119,980 | -4.7% | 0.43% | -6.1% |
| Q2 2020 | $26,118,000 | +17.0% | 125,874 | -6.9% | 0.46% | +3.2% |
| Q1 2020 | $22,323,000 | -18.8% | 135,250 | -4.7% | 0.44% | +3.0% |
| Q4 2019 | $27,484,000 | +6.0% | 141,933 | -1.5% | 0.43% | +6.9% |
| Q3 2019 | $25,939,000 | -1.2% | 144,081 | -1.6% | 0.40% | -2.9% |
| Q2 2019 | $26,245,000 | +7.2% | 146,421 | +3.1% | 0.42% | +2.7% |
| Q1 2019 | $24,485,000 | +28.2% | 142,059 | +12.1% | 0.40% | +6.9% |
| Q4 2018 | $19,094,000 | -7.0% | 126,728 | +9.4% | 0.38% | +1.9% |
| Q3 2018 | $20,525,000 | +8.0% | 115,851 | -0.9% | 0.37% | +2.5% |
| Q2 2018 | $19,006,000 | +4.2% | 116,883 | -0.7% | 0.36% | 0.0% |
| Q1 2018 | $18,248,000 | +1.2% | 117,675 | -0.3% | 0.36% | -1.1% |
| Q4 2017 | $18,031,000 | +5.5% | 118,030 | -1.0% | 0.37% | -2.4% |
| Q3 2017 | $17,091,000 | +5.3% | 119,166 | +0.5% | 0.38% | +1.1% |
| Q2 2017 | $16,234,000 | +7.2% | 118,626 | +3.0% | 0.37% | +1.9% |
| Q1 2017 | $15,142,000 | +23.5% | 115,131 | +14.3% | 0.36% | +13.0% |
| Q4 2016 | $12,264,000 | -5.1% | 100,701 | -5.2% | 0.32% | -5.3% |
| Q3 2016 | $12,917,000 | +4.3% | 106,177 | -0.1% | 0.34% | +7.3% |
| Q2 2016 | $12,387,000 | +32.9% | 106,252 | +32.1% | 0.32% | +25.3% |
| Q1 2016 | $9,321,000 | +59.5% | 80,430 | +59.4% | 0.25% | +43.8% |
| Q4 2015 | $5,843,000 | +217.7% | 50,460 | +195.9% | 0.18% | +220.0% |
| Q3 2015 | $1,839,000 | -3.3% | 17,055 | +2.1% | 0.06% | 0.0% |
| Q2 2015 | $1,901,000 | -13.4% | 16,700 | -13.3% | 0.06% | -16.7% |
| Q1 2015 | $2,195,000 | +0.8% | 19,260 | -1.3% | 0.07% | +4.8% |
| Q4 2014 | $2,178,000 | +3.5% | 19,513 | -1.0% | 0.06% | -8.7% |
| Q3 2014 | $2,105,000 | -2.0% | 19,703 | -3.6% | 0.07% | +1.5% |
| Q2 2014 | $2,147,000 | -11.1% | 20,440 | -15.5% | 0.07% | -12.8% |
| Q1 2014 | $2,414,000 | -44.2% | 24,176 | -44.8% | 0.08% | -47.7% |
| Q4 2013 | $4,323,000 | -36.2% | 43,773 | -42.3% | 0.15% | -41.3% |
| Q3 2013 | $6,779,000 | +11.1% | 75,860 | +4.5% | 0.25% | +6.3% |
| Q2 2013 | $6,101,000 | – | 72,621 | – | 0.24% | – |
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% |