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 | $3,917 | -2.1% | 57,246 | +0.8% | 1.32% | +1.8% |
| Q2 2023 | $4,003 | +10.8% | 56,801 | +0.4% | 1.30% | +6.2% |
| Q1 2023 | $3,613 | +7.9% | 56,555 | -1.2% | 1.22% | +3.3% |
| Q4 2022 | $3,350 | -99.9% | 57,266 | -1.0% | 1.19% | -5.3% |
| Q3 2022 | $3,348,000 | -4.8% | 57,871 | -0.7% | 1.25% | +9.1% |
| Q2 2022 | $3,518,000 | -21.1% | 58,290 | -0.2% | 1.15% | -5.7% |
| Q1 2022 | $4,460,000 | -26.7% | 58,398 | -19.7% | 1.22% | -23.3% |
| Q4 2021 | $6,088,000 | +14.0% | 72,766 | +0.7% | 1.59% | +4.0% |
| Q3 2021 | $5,340,000 | +2.1% | 72,244 | +0.4% | 1.53% | +2.6% |
| Q2 2021 | $5,232,000 | +13.3% | 71,942 | +1.4% | 1.49% | +5.0% |
| Q1 2021 | $4,617,000 | +5.0% | 70,915 | +2.9% | 1.42% | -5.7% |
| Q4 2020 | $4,397,000 | +12.5% | 68,904 | +307.3% | 1.50% | +1.2% |
| Q3 2020 | $3,909,000 | +14.6% | 16,916 | +2.9% | 1.48% | +4.2% |
| Q2 2020 | $3,411,000 | +30.1% | 16,441 | +3.5% | 1.42% | +6.0% |
| Q1 2020 | $2,621,000 | -16.2% | 15,880 | -1.7% | 1.34% | +9.3% |
| Q4 2019 | $3,127,000 | +9.5% | 16,148 | +1.8% | 1.23% | +2.3% |
| Q3 2019 | $2,856,000 | -13.8% | 15,866 | -14.2% | 1.20% | -12.9% |
| Q2 2019 | $3,313,000 | +6.4% | 18,486 | +2.4% | 1.38% | +4.7% |
| Q1 2019 | $3,113,000 | +12.1% | 18,060 | -2.0% | 1.32% | +1.3% |
| Q4 2018 | $2,777,000 | -20.6% | 18,431 | -6.6% | 1.30% | -4.5% |
| Q3 2018 | $3,496,000 | +13.4% | 19,734 | +4.1% | 1.36% | +5.4% |
| Q2 2018 | $3,083,000 | +10.2% | 18,957 | +5.1% | 1.29% | +8.5% |
| Q1 2018 | $2,797,000 | +3.2% | 18,038 | +1.7% | 1.19% | +8.4% |
| Q4 2017 | $2,710,000 | +6.4% | 17,741 | -0.1% | 1.10% | +0.8% |
| Q3 2017 | $2,548,000 | +6.3% | 17,766 | +1.4% | 1.09% | +2.6% |
| Q2 2017 | $2,398,000 | +5.2% | 17,526 | +1.2% | 1.06% | +3.4% |
| Q1 2017 | $2,279,000 | +9.2% | 17,326 | +1.1% | 1.03% | +5.0% |
| Q4 2016 | $2,087,000 | +0.4% | 17,136 | +0.3% | 0.98% | -4.1% |
| Q3 2016 | $2,079,000 | +2.2% | 17,087 | -2.1% | 1.02% | 0.0% |
| Q2 2016 | $2,035,000 | +2.2% | 17,457 | +1.6% | 1.02% | -0.9% |
| Q1 2016 | $1,992,000 | -1.2% | 17,187 | -1.3% | 1.03% | +0.1% |
| Q4 2015 | $2,017,000 | +13.0% | 17,422 | +5.2% | 1.03% | +6.7% |
| Q3 2015 | $1,785,000 | -6.7% | 16,562 | -1.5% | 0.96% | +3.1% |
| Q2 2015 | $1,914,000 | +7.4% | 16,812 | +7.5% | 0.94% | +8.1% |
| Q1 2015 | $1,782,000 | +5.9% | 15,637 | +3.7% | 0.86% | +4.0% |
| Q4 2014 | $1,683,000 | +7.3% | 15,077 | +2.6% | 0.83% | +2.8% |
| Q3 2014 | $1,569,000 | +5.4% | 14,692 | +3.8% | 0.81% | +8.2% |
| Q2 2014 | $1,489,000 | +5.7% | 14,152 | +0.3% | 0.75% | +2.0% |
| Q1 2014 | $1,409,000 | +12.0% | 14,111 | +10.8% | 0.73% | +12.9% |
| Q4 2013 | $1,258,000 | -0.8% | 12,736 | -10.2% | 0.65% | +7.6% |
| Q3 2013 | $1,268,000 | +7.9% | 14,189 | +1.4% | 0.60% | -14.6% |
| Q2 2013 | $1,175,000 | – | 13,990 | – | 0.71% | – |
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% |