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 | $107,419 | -2.9% | 1,570 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $110,654 | +10.3% | 1,570 | 0.0% | 0.01% | +8.3% |
| Q1 2023 | $100,307 | +105486.3% | 1,570 | -2.8% | 0.01% | +9.1% |
| Q4 2022 | $95 | -99.9% | 1,616 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $93,000 | -5.1% | 1,616 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $98,000 | -74.3% | 1,616 | -23.8% | 0.01% | -83.1% |
| Q3 2019 | $382,000 | +10.1% | 2,121 | +9.7% | 0.06% | +6.6% |
| Q2 2019 | $347,000 | +4.2% | 1,934 | 0.0% | 0.06% | -3.2% |
| Q1 2019 | $333,000 | +14.4% | 1,934 | 0.0% | 0.06% | +5.0% |
| Q4 2018 | $291,000 | -26.3% | 1,934 | -13.2% | 0.06% | -17.8% |
| Q3 2018 | $395,000 | +9.1% | 2,229 | 0.0% | 0.07% | +4.3% |
| Q2 2018 | $362,000 | +4.6% | 2,229 | 0.0% | 0.07% | +2.9% |
| Q1 2018 | $346,000 | +1.2% | 2,229 | -0.5% | 0.07% | +1.5% |
| Q4 2017 | $342,000 | +6.5% | 2,241 | 0.0% | 0.07% | +1.5% |
| Q3 2017 | $321,000 | -2.4% | 2,241 | -6.8% | 0.07% | -9.6% |
| Q2 2017 | $329,000 | +4.1% | 2,404 | 0.0% | 0.07% | +4.3% |
| Q1 2017 | $316,000 | +7.8% | 2,404 | 0.0% | 0.07% | +1.4% |
| Q4 2016 | $293,000 | -16.0% | 2,404 | -16.3% | 0.07% | -16.9% |
| Q3 2016 | $349,000 | +4.2% | 2,871 | 0.0% | 0.08% | +1.2% |
| Q2 2016 | $335,000 | +0.6% | 2,871 | 0.0% | 0.08% | -1.2% |
| Q1 2016 | $333,000 | +0.3% | 2,871 | 0.0% | 0.08% | -1.2% |
| Q4 2015 | $332,000 | +7.4% | 2,871 | 0.0% | 0.08% | +6.3% |
| Q3 2015 | $309,000 | -5.5% | 2,871 | 0.0% | 0.08% | 0.0% |
| Q2 2015 | $327,000 | 0.0% | 2,871 | 0.0% | 0.08% | 0.0% |
| Q1 2015 | $327,000 | +2.2% | 2,871 | 0.0% | 0.08% | -2.5% |
| Q4 2014 | $320,000 | +4.2% | 2,871 | 0.0% | 0.08% | -1.2% |
| Q3 2014 | $307,000 | +1.7% | 2,871 | 0.0% | 0.08% | +3.8% |
| Q2 2014 | $302,000 | +5.2% | 2,871 | 0.0% | 0.08% | -8.1% |
| Q1 2014 | $287,000 | +0.7% | 2,871 | -0.5% | 0.09% | +8.9% |
| Q4 2013 | $285,000 | +4.4% | 2,885 | -5.4% | 0.08% | -4.8% |
| Q3 2013 | $273,000 | – | 3,050 | – | 0.08% | – |
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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% |