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 | $13,042,755 | -3.5% | 190,020 | -1.0% | 0.57% | +1.4% |
| Q2 2023 | $13,521,648 | +9.1% | 191,851 | -1.1% | 0.56% | +1.3% |
| Q1 2023 | $12,395,710 | +12.5% | 194,016 | +3.0% | 0.56% | +7.5% |
| Q4 2022 | $11,020,328 | -0.2% | 188,382 | -1.3% | 0.52% | -10.2% |
| Q3 2022 | $11,043,000 | -5.4% | 190,884 | -1.3% | 0.58% | -4.9% |
| Q2 2022 | $11,672,000 | -24.0% | 193,404 | -3.8% | 0.61% | -2.9% |
| Q1 2022 | $15,355,000 | -9.7% | 201,032 | -1.1% | 0.62% | -8.1% |
| Q4 2021 | $16,999,000 | +13.9% | 203,172 | +0.6% | 0.68% | +0.9% |
| Q3 2021 | $14,931,000 | +2.4% | 202,016 | +0.7% | 0.67% | -3.3% |
| Q2 2021 | $14,585,000 | +7.3% | 200,531 | -3.9% | 0.70% | 0.0% |
| Q1 2021 | $13,591,000 | -2.1% | 208,733 | -4.1% | 0.70% | -14.2% |
| Q4 2020 | $13,887,000 | +10.7% | 217,603 | +300.9% | 0.81% | -6.2% |
| Q3 2020 | $12,543,000 | +2.8% | 54,281 | -7.6% | 0.87% | -6.3% |
| Q2 2020 | $12,196,000 | +7.5% | 58,777 | -14.5% | 0.92% | -12.7% |
| Q1 2020 | $11,343,000 | -5.2% | 68,724 | +11.2% | 1.06% | +6.3% |
| Q4 2019 | $11,963,000 | +3.3% | 61,780 | -4.0% | 1.00% | -7.8% |
| Q3 2019 | $11,584,000 | +0.3% | 64,347 | -0.1% | 1.08% | -1.9% |
| Q2 2019 | $11,547,000 | -6.3% | 64,423 | -9.9% | 1.10% | -11.0% |
| Q1 2019 | $12,323,000 | +13.7% | 71,494 | -0.6% | 1.24% | +8.9% |
| Q4 2018 | $10,842,000 | -16.4% | 71,958 | -1.7% | 1.14% | -1.0% |
| Q3 2018 | $12,968,000 | +4.0% | 73,195 | -4.5% | 1.15% | -1.9% |
| Q2 2018 | $12,466,000 | +4.6% | 76,659 | -0.3% | 1.17% | +2.2% |
| Q1 2018 | $11,920,000 | -10.6% | 76,871 | -11.9% | 1.14% | -15.1% |
| Q4 2017 | $13,333,000 | +0.9% | 87,276 | -5.3% | 1.35% | -12.7% |
| Q3 2017 | $13,218,000 | +4.2% | 92,160 | -0.6% | 1.55% | -24.4% |
| Q2 2017 | $12,683,000 | +12.3% | 92,677 | +8.0% | 2.04% | -13.0% |
| Q1 2017 | $11,291,000 | -2.3% | 85,849 | -9.6% | 2.35% | +5.3% |
| Q4 2016 | $11,559,000 | -1.1% | 94,914 | -1.2% | 2.23% | -3.0% |
| Q3 2016 | $11,685,000 | +2.7% | 96,047 | -1.6% | 2.30% | -6.9% |
| Q2 2016 | $11,377,000 | -2.0% | 97,597 | -2.6% | 2.47% | -7.1% |
| Q1 2016 | $11,612,000 | -1.1% | 100,201 | -1.2% | 2.66% | -5.3% |
| Q4 2015 | $11,739,000 | +4.6% | 101,370 | -2.7% | 2.81% | -3.5% |
| Q3 2015 | $11,228,000 | +20.5% | 104,162 | +27.3% | 2.91% | +27.5% |
| Q2 2015 | $9,316,000 | -3.0% | 81,821 | -2.9% | 2.29% | +8.0% |
| Q1 2015 | $9,602,000 | -12.6% | 84,261 | -18.1% | 2.12% | -2.2% |
| Q4 2014 | $10,989,000 | -0.3% | 102,870 | -0.3% | 2.16% | +0.8% |
| Q3 2014 | $11,027,000 | +2.7% | 103,225 | +1.1% | 2.15% | +1.5% |
| Q2 2014 | $10,738,000 | +0.4% | 102,085 | -4.7% | 2.11% | -1.7% |
| Q1 2014 | $10,692,000 | -5.2% | 107,100 | -6.2% | 2.15% | +5.2% |
| Q4 2013 | $11,281,000 | +9.2% | 114,235 | -1.2% | 2.04% | +23.1% |
| Q3 2013 | $10,331,000 | +2.2% | 115,619 | -3.9% | 1.66% | +7.6% |
| Q2 2013 | $10,104,000 | – | 120,277 | – | 1.54% | – |
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% |