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 | $35,857,066 | -2.7% | 524,073 | +0.2% | 3.03% | +1.3% |
| Q2 2023 | $36,847,499 | +13.9% | 522,808 | +3.3% | 2.99% | +12.0% |
| Q1 2023 | $32,343,354 | +11.0% | 506,235 | +1.6% | 2.67% | +3.1% |
| Q4 2022 | $29,143,852 | +2.9% | 498,186 | +1.8% | 2.59% | -6.8% |
| Q3 2022 | $28,324,000 | -4.0% | 489,614 | +0.2% | 2.78% | +3.6% |
| Q2 2022 | $29,489,000 | -21.8% | 488,640 | -1.0% | 2.68% | -8.8% |
| Q1 2022 | $37,705,000 | -7.6% | 493,648 | +1.2% | 2.94% | +2.9% |
| Q4 2021 | $40,799,000 | +17.7% | 487,615 | +3.9% | 2.86% | +1.5% |
| Q3 2021 | $34,675,000 | +2.9% | 469,154 | +1.2% | 2.82% | +5.2% |
| Q2 2021 | $33,709,000 | +13.1% | 463,476 | +1.2% | 2.68% | -4.9% |
| Q1 2021 | $29,815,000 | +2.5% | 457,922 | +0.5% | 2.81% | -7.0% |
| Q4 2020 | $29,074,000 | +13.5% | 455,566 | +311.1% | 3.02% | +0.1% |
| Q3 2020 | $25,610,000 | +12.6% | 110,829 | +1.1% | 3.02% | +1.8% |
| Q2 2020 | $22,742,000 | +17.3% | 109,603 | -6.7% | 2.97% | +3.5% |
| Q1 2020 | $19,383,000 | -38.3% | 117,434 | -27.6% | 2.87% | -12.5% |
| Q4 2019 | $31,410,000 | +7.8% | 162,207 | +0.2% | 3.28% | +1.3% |
| Q3 2019 | $29,130,000 | +1.7% | 161,804 | +1.3% | 3.24% | -2.1% |
| Q2 2019 | $28,629,000 | +3.0% | 159,723 | -1.0% | 3.31% | +1.9% |
| Q1 2019 | $27,805,000 | +14.4% | 161,321 | -0.0% | 3.24% | +2.2% |
| Q4 2018 | $24,312,000 | -3.2% | 161,358 | +13.8% | 3.17% | +13.0% |
| Q3 2018 | $25,115,000 | +8.9% | 141,756 | -0.1% | 2.81% | +5.0% |
| Q2 2018 | $23,064,000 | +6.2% | 141,833 | +1.2% | 2.68% | +3.0% |
| Q1 2018 | $21,726,000 | +4.0% | 140,102 | +2.5% | 2.60% | +2.5% |
| Q4 2017 | $20,887,000 | +6.7% | 136,724 | +0.2% | 2.53% | +2.2% |
| Q3 2017 | $19,577,000 | +4.8% | 136,503 | -0.0% | 2.48% | -0.8% |
| Q2 2017 | $18,682,000 | +7.3% | 136,515 | +3.2% | 2.50% | +4.3% |
| Q1 2017 | $17,405,000 | +14.6% | 132,339 | +6.2% | 2.40% | +4.9% |
| Q4 2016 | $15,182,000 | +1.3% | 124,658 | +1.2% | 2.28% | -14.3% |
| Q3 2016 | $14,981,000 | +5.3% | 123,140 | +0.9% | 2.66% | +1.7% |
| Q2 2016 | $14,229,000 | +1.9% | 122,055 | +1.3% | 2.62% | -2.1% |
| Q1 2016 | $13,957,000 | -0.7% | 120,431 | -0.8% | 2.67% | -2.2% |
| Q4 2015 | $14,058,000 | +7.1% | 121,397 | -0.3% | 2.73% | +1.3% |
| Q3 2015 | $13,124,000 | -4.6% | 121,743 | +0.8% | 2.70% | +6.6% |
| Q2 2015 | $13,752,000 | -1.2% | 120,783 | -1.1% | 2.53% | -2.9% |
| Q1 2015 | $13,923,000 | +4.6% | 122,188 | +2.5% | 2.61% | +2.7% |
| Q4 2014 | $13,306,000 | +5.2% | 119,233 | +0.7% | 2.54% | +0.1% |
| Q3 2014 | $12,653,000 | +2.4% | 118,455 | +0.8% | 2.54% | +2.1% |
| Q2 2014 | $12,358,000 | +6.1% | 117,482 | +0.7% | 2.48% | +2.1% |
| Q1 2014 | $11,644,000 | +2.1% | 116,630 | +1.0% | 2.43% | -1.9% |
| Q4 2013 | $11,403,000 | +10.7% | 115,475 | +0.2% | 2.48% | -10.0% |
| Q3 2013 | $10,303,000 | +9.3% | 115,295 | +2.8% | 2.75% | +12.8% |
| Q2 2013 | $9,426,000 | – | 112,207 | – | 2.44% | – |
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% |