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 | $3,777,795 | -4.1% | 55,215 | -1.2% | 0.68% | -0.4% |
| Q2 2023 | $3,938,478 | +5.3% | 55,881 | -4.6% | 0.69% | -1.3% |
| Q1 2023 | $3,741,704 | +9.0% | 58,565 | -0.2% | 0.70% | +3.3% |
| Q4 2022 | $3,431,890 | +0.8% | 58,665 | -0.4% | 0.67% | -5.9% |
| Q3 2022 | $3,406,000 | -4.5% | 58,885 | -0.3% | 0.72% | +2.7% |
| Q2 2022 | $3,566,000 | -21.6% | 59,085 | -0.8% | 0.70% | -8.7% |
| Q1 2022 | $4,551,000 | -11.8% | 59,585 | -3.4% | 0.76% | -10.9% |
| Q4 2021 | $5,161,000 | +13.0% | 61,685 | -0.2% | 0.86% | +7.9% |
| Q3 2021 | $4,567,000 | +1.1% | 61,785 | -0.6% | 0.79% | -0.8% |
| Q2 2021 | $4,519,000 | +8.9% | 62,135 | -2.5% | 0.80% | +4.0% |
| Q1 2021 | $4,150,000 | -0.1% | 63,735 | -2.1% | 0.77% | -8.1% |
| Q4 2020 | $4,156,000 | +10.2% | 65,119 | +299.1% | 0.84% | -6.7% |
| Q3 2020 | $3,771,000 | +10.7% | 16,318 | -0.6% | 0.90% | +1.6% |
| Q2 2020 | $3,407,000 | +25.0% | 16,418 | -0.6% | 0.88% | -1.5% |
| Q1 2020 | $2,726,000 | -15.6% | 16,518 | -0.9% | 0.90% | +8.9% |
| Q4 2019 | $3,228,000 | +6.4% | 16,668 | -1.1% | 0.82% | -4.9% |
| Q3 2019 | $3,034,000 | +0.4% | 16,853 | 0.0% | 0.86% | -0.3% |
| Q2 2019 | $3,021,000 | +3.9% | 16,853 | -0.1% | 0.87% | +4.5% |
| Q1 2019 | $2,909,000 | +13.4% | 16,878 | -0.9% | 0.83% | -0.1% |
| Q4 2018 | $2,566,000 | -14.9% | 17,028 | 0.0% | 0.83% | +2.0% |
| Q3 2018 | $3,017,000 | +4.9% | 17,028 | -3.7% | 0.82% | +0.6% |
| Q2 2018 | $2,877,000 | +4.1% | 17,691 | -0.7% | 0.81% | +3.3% |
| Q1 2018 | $2,763,000 | -24.1% | 17,817 | -25.2% | 0.78% | -22.6% |
| Q4 2017 | $3,639,000 | +6.5% | 23,821 | 0.0% | 1.01% | +2.2% |
| Q3 2017 | $3,416,000 | +4.1% | 23,821 | -0.6% | 0.99% | -0.8% |
| Q2 2017 | $3,280,000 | +4.1% | 23,970 | 0.0% | 1.00% | 0.0% |
| Q1 2017 | $3,152,000 | +7.9% | 23,970 | -0.0% | 1.00% | -0.9% |
| Q4 2016 | $2,920,000 | +0.1% | 23,980 | 0.0% | 1.01% | -4.2% |
| Q3 2016 | $2,917,000 | +3.4% | 23,980 | -0.9% | 1.05% | -1.6% |
| Q2 2016 | $2,821,000 | +0.6% | 24,205 | 0.0% | 1.07% | -0.7% |
| Q1 2016 | $2,805,000 | -1.5% | 24,205 | -1.6% | 1.08% | -4.2% |
| Q4 2015 | $2,849,000 | -3.0% | 24,605 | -9.7% | 1.12% | +17.7% |
| Q3 2015 | $2,938,000 | -5.5% | 27,255 | -0.2% | 0.96% | +4.7% |
| Q2 2015 | $3,109,000 | -0.1% | 27,314 | 0.0% | 0.91% | -1.6% |
| Q1 2015 | $3,112,000 | -0.4% | 27,314 | -2.5% | 0.93% | +0.1% |
| Q4 2014 | $3,126,000 | +4.5% | 28,014 | 0.0% | 0.93% | +2.1% |
| Q3 2014 | $2,992,000 | +1.1% | 28,014 | -0.4% | 0.91% | +1.1% |
| Q2 2014 | $2,959,000 | +5.3% | 28,130 | -0.1% | 0.90% | -0.4% |
| Q1 2014 | $2,811,000 | +1.1% | 28,155 | 0.0% | 0.90% | -4.5% |
| Q4 2013 | $2,780,000 | -6.1% | 28,155 | -15.1% | 0.94% | -9.2% |
| Q3 2013 | $2,962,000 | -7.6% | 33,155 | -13.1% | 1.04% | -10.8% |
| Q2 2013 | $3,206,000 | – | 38,170 | – | 1.16% | – |
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% |