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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,761,366 | +56517.4% | 24,991 | -48.7% | 0.00% | -50.0% |
| Q1 2023 | $3,111 | -98.6% | 48,692 | +1140.9% | 0.00% | – |
| Q3 2022 | $227,000 | -34.4% | 3,924 | -31.5% | 0.00% | – |
| Q2 2022 | $346,000 | -70.4% | 5,730 | -62.5% | 0.00% | -100.0% |
| Q1 2022 | $1,168,000 | -59.5% | 15,297 | -55.6% | 0.00% | 0.0% |
| Q4 2021 | $2,882,000 | +12.0% | 34,446 | -1.0% | 0.00% | -50.0% |
| Q3 2021 | $2,573,000 | -19.6% | 34,810 | -20.9% | 0.00% | 0.0% |
| Q2 2021 | $3,199,000 | +236.0% | 43,980 | +200.8% | 0.00% | +100.0% |
| Q1 2021 | $952,000 | +185.9% | 14,619 | +913.1% | 0.00% | – |
| Q3 2020 | $333,000 | -87.0% | 1,443 | -88.3% | 0.00% | -100.0% |
| Q2 2020 | $2,559,000 | -34.8% | 12,333 | -39.2% | 0.00% | -20.0% |
| Q4 2019 | $3,925,000 | +69.8% | 20,269 | +57.2% | 0.01% | +66.7% |
| Q2 2019 | $2,312,000 | -8.3% | 12,897 | -22.9% | 0.00% | -25.0% |
| Q4 2018 | $2,520,000 | +305.8% | 16,723 | +377.4% | 0.00% | +300.0% |
| Q3 2018 | $621,000 | -80.2% | 3,503 | -81.8% | 0.00% | -75.0% |
| Q2 2018 | $3,131,000 | +32.3% | 19,254 | +26.1% | 0.00% | +33.3% |
| Q1 2018 | $2,367,000 | -58.6% | 15,266 | -59.2% | 0.00% | -62.5% |
| Q4 2017 | $5,721,000 | +756.4% | 37,447 | +704.4% | 0.01% | +700.0% |
| Q3 2017 | $668,000 | -84.7% | 4,655 | -85.4% | 0.00% | -87.5% |
| Q2 2017 | $4,378,000 | +305.4% | 31,990 | +289.4% | 0.01% | +300.0% |
| Q1 2017 | $1,080,000 | +59.1% | 8,215 | +47.4% | 0.00% | +100.0% |
| Q4 2016 | $679,000 | -81.3% | 5,573 | -81.3% | 0.00% | -83.3% |
| Q3 2016 | $3,629,000 | +40.0% | 29,825 | +34.1% | 0.01% | 0.0% |
| Q2 2016 | $2,593,000 | -37.7% | 22,244 | -38.0% | 0.01% | -40.0% |
| Q1 2016 | $4,159,000 | +153.0% | 35,887 | +152.8% | 0.01% | +233.3% |
| Q4 2015 | $1,644,000 | -12.8% | 14,195 | -18.8% | 0.00% | -25.0% |
| Q3 2015 | $1,885,000 | +31.2% | 17,485 | +38.6% | 0.00% | +33.3% |
| Q2 2015 | $1,437,000 | -32.1% | 12,618 | -32.1% | 0.00% | -25.0% |
| Q1 2015 | $2,116,000 | +804.3% | 18,573 | +784.4% | 0.00% | – |
| Q4 2014 | $234,000 | -31.8% | 2,100 | -34.6% | 0.00% | -100.0% |
| Q3 2014 | $343,000 | -26.2% | 3,212 | -27.3% | 0.00% | 0.0% |
| Q2 2014 | $465,000 | – | 4,416 | – | 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% |