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 | $264,443 | -9.0% | 3,865 | -6.3% | 0.06% | -6.7% |
| Q2 2023 | $290,730 | +9.5% | 4,125 | -0.4% | 0.06% | +1.7% |
| Q1 2023 | $265,522 | +43215.2% | 4,140 | -60.5% | 0.06% | -60.1% |
| Q4 2022 | $613 | -99.9% | 10,470 | 0.0% | 0.15% | -12.9% |
| Q3 2022 | $606,000 | -4.6% | 10,470 | -0.5% | 0.17% | -3.4% |
| Q2 2022 | $635,000 | -24.5% | 10,520 | -4.4% | 0.18% | -8.3% |
| Q1 2022 | $841,000 | -9.4% | 11,005 | -0.7% | 0.19% | -8.1% |
| Q4 2021 | $928,000 | +12.2% | 11,085 | -0.9% | 0.21% | +3.0% |
| Q3 2021 | $827,000 | -3.6% | 11,190 | -5.2% | 0.20% | -2.9% |
| Q2 2021 | $858,000 | +5.8% | 11,802 | -5.3% | 0.21% | -2.8% |
| Q1 2021 | $811,000 | -0.2% | 12,462 | -0.5% | 0.22% | -4.4% |
| Q4 2020 | $813,000 | -44.0% | 12,522 | +94.8% | 0.22% | -3.8% |
| Q3 2020 | $1,451,000 | +103.2% | 6,427 | +98.6% | 0.23% | 0.0% |
| Q2 2020 | $714,000 | +30.5% | 3,236 | -2.4% | 0.23% | -0.4% |
| Q1 2020 | $547,000 | -22.4% | 3,316 | -9.0% | 0.24% | -8.9% |
| Q4 2019 | $705,000 | +3.8% | 3,645 | -3.4% | 0.26% | -3.0% |
| Q3 2019 | $679,000 | -1.6% | 3,775 | -1.9% | 0.27% | -9.2% |
| Q2 2019 | $690,000 | -21.9% | 3,850 | -25.0% | 0.29% | -26.2% |
| Q1 2019 | $884,000 | -1.2% | 5,130 | -13.6% | 0.40% | -6.4% |
| Q4 2018 | $895,000 | -10.4% | 5,940 | +5.2% | 0.42% | +1666.7% |
| Q3 2018 | $999,000 | +24.6% | 5,644 | +14.4% | 0.02% | -92.4% |
| Q2 2018 | $802,000 | +10.8% | 4,935 | +5.7% | 0.32% | +6.1% |
| Q1 2018 | $724,000 | -2.2% | 4,670 | -3.7% | 0.30% | +2.4% |
| Q4 2017 | $740,000 | +107.3% | 4,850 | +94.4% | 0.29% | +118.0% |
| Q3 2017 | $357,000 | +61.5% | 2,495 | +54.5% | 0.13% | +54.7% |
| Q2 2017 | $221,000 | – | 1,615 | – | 0.09% | – |
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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% |