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 | $20,611,312 | +9.3% | 292,442 | -0.9% | 0.32% | +2.9% |
| Q1 2023 | $18,856,942 | +7.1% | 295,147 | -2.0% | 0.31% | +3.0% |
| Q4 2022 | $17,613,648 | +4.1% | 301,088 | +2.9% | 0.30% | -8.5% |
| Q3 2022 | $16,922,000 | -1.4% | 292,507 | +2.8% | 0.33% | +6.5% |
| Q2 2022 | $17,164,000 | -15.0% | 284,406 | +7.5% | 0.31% | -0.3% |
| Q1 2022 | $20,203,000 | -6.9% | 264,508 | +2.0% | 0.31% | -3.4% |
| Q4 2021 | $21,702,000 | +13.2% | 259,376 | 0.0% | 0.32% | +3.9% |
| Q3 2021 | $19,170,000 | +1.6% | 259,376 | 0.0% | 0.31% | +2.3% |
| Q2 2021 | $18,864,000 | +11.7% | 259,376 | 0.0% | 0.30% | +5.2% |
| Q1 2021 | $16,888,000 | +2.0% | 259,376 | 0.0% | 0.29% | -5.6% |
| Q4 2020 | $16,553,000 | +9.6% | 259,376 | +297.0% | 0.30% | +0.3% |
| Q3 2020 | $15,097,000 | +10.3% | 65,331 | -1.0% | 0.30% | +2.4% |
| Q2 2020 | $13,691,000 | +22.9% | 65,983 | -2.2% | 0.30% | +9.6% |
| Q1 2020 | $11,137,000 | -17.5% | 67,474 | -3.2% | 0.27% | +8.9% |
| Q4 2019 | $13,493,000 | -1.9% | 69,681 | -8.8% | 0.25% | -7.8% |
| Q3 2019 | $13,752,000 | -0.1% | 76,390 | -0.5% | 0.27% | -1.5% |
| Q2 2019 | $13,762,000 | +4.0% | 76,782 | 0.0% | 0.27% | +2.6% |
| Q1 2019 | $13,234,000 | +14.2% | 76,782 | -0.1% | 0.27% | +0.8% |
| Q4 2018 | $11,584,000 | -19.9% | 76,885 | -5.8% | 0.26% | -9.3% |
| Q3 2018 | $14,463,000 | +8.9% | 81,636 | 0.0% | 0.29% | +3.9% |
| Q2 2018 | $13,275,000 | +4.9% | 81,636 | 0.0% | 0.28% | +2.9% |
| Q1 2018 | $12,659,000 | +1.5% | 81,636 | 0.0% | 0.27% | +8.4% |
| Q4 2017 | $12,472,000 | +5.8% | 81,636 | -0.6% | 0.25% | +1.2% |
| Q3 2017 | $11,784,000 | +12.3% | 82,164 | +7.2% | 0.25% | +3.8% |
| Q2 2017 | $10,491,000 | +5.4% | 76,664 | +1.3% | 0.24% | +0.8% |
| Q1 2017 | $9,951,000 | +8.0% | 75,664 | 0.0% | 0.24% | +5.3% |
| Q4 2016 | $9,215,000 | -1.1% | 75,664 | -1.2% | 0.22% | -3.4% |
| Q3 2016 | $9,313,000 | +4.2% | 76,549 | -0.1% | 0.23% | +2.6% |
| Q2 2016 | $8,934,000 | +0.6% | 76,632 | 0.0% | 0.23% | -2.2% |
| Q1 2016 | $8,881,000 | +0.1% | 76,632 | 0.0% | 0.23% | -4.5% |
| Q4 2015 | $8,874,000 | +7.4% | 76,632 | 0.0% | 0.24% | +0.4% |
| Q3 2015 | $8,261,000 | -13.3% | 76,632 | -8.4% | 0.24% | -6.2% |
| Q2 2015 | $9,528,000 | -8.2% | 83,680 | -8.1% | 0.26% | +18.9% |
| Q1 2015 | $10,377,000 | -0.7% | 91,062 | -2.7% | 0.22% | 0.0% |
| Q4 2014 | $10,446,000 | +1.6% | 93,605 | -2.8% | 0.22% | -0.5% |
| Q3 2014 | $10,286,000 | +1.2% | 96,289 | -0.3% | 0.22% | +2.8% |
| Q2 2014 | $10,163,000 | +6.0% | 96,613 | +0.6% | 0.21% | +1.9% |
| Q1 2014 | $9,589,000 | +0.8% | 96,047 | -0.3% | 0.21% | 0.0% |
| Q4 2013 | $9,511,000 | +10.2% | 96,312 | -0.3% | 0.21% | +3.0% |
| Q3 2013 | $8,632,000 | +4.5% | 96,600 | -1.8% | 0.20% | +1.5% |
| Q2 2013 | $8,260,000 | +0.7% | 98,325 | -1.3% | 0.20% | -2.9% |
| Q1 2013 | $8,205,000 | +10.7% | 99,595 | +1.8% | 0.20% | -2.8% |
| Q4 2012 | $7,410,000 | – | 97,836 | – | 0.21% | – |
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% |