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 | $1,587 | -6.1% | 23,195 | -3.2% | 0.14% | +6.2% |
| Q2 2023 | $1,690 | +5.4% | 23,973 | -4.4% | 0.13% | -0.8% |
| Q1 2023 | $1,603 | +12.3% | 25,083 | +2.8% | 0.13% | 0.0% |
| Q4 2022 | $1,427 | -99.9% | 24,398 | +0.4% | 0.13% | -22.3% |
| Q3 2022 | $1,406,000 | -4.4% | 24,299 | -0.3% | 0.17% | -1.2% |
| Q2 2022 | $1,471,000 | -20.9% | 24,376 | +0.2% | 0.17% | -8.7% |
| Q1 2022 | $1,859,000 | -8.6% | 24,338 | +0.1% | 0.18% | -6.1% |
| Q4 2021 | $2,035,000 | +11.1% | 24,323 | -1.9% | 0.20% | +2.6% |
| Q3 2021 | $1,832,000 | -2.0% | 24,792 | -3.6% | 0.19% | 0.0% |
| Q2 2021 | $1,870,000 | +9.2% | 25,712 | -2.3% | 0.19% | +1.1% |
| Q1 2021 | $1,713,000 | -3.7% | 26,307 | -5.7% | 0.19% | -14.1% |
| Q4 2020 | $1,779,000 | +10.0% | 27,883 | +298.3% | 0.22% | +0.5% |
| Q3 2020 | $1,618,000 | +10.1% | 7,000 | -1.1% | 0.22% | +3.3% |
| Q2 2020 | $1,469,000 | +26.0% | 7,081 | +0.2% | 0.21% | +15.8% |
| Q1 2020 | $1,166,000 | -14.8% | 7,066 | -0.1% | 0.18% | -3.7% |
| Q4 2019 | $1,369,000 | -28.7% | 7,073 | -33.7% | 0.19% | -27.5% |
| Q3 2019 | $1,919,000 | -6.0% | 10,662 | -6.3% | 0.26% | -7.1% |
| Q2 2019 | $2,041,000 | -48.3% | 11,384 | -50.3% | 0.28% | +6.0% |
| Q1 2019 | $3,946,000 | +128.9% | 22,904 | +100.1% | 0.27% | -7.3% |
| Q4 2018 | $1,724,000 | -13.8% | 11,448 | +1.4% | 0.29% | -3.0% |
| Q3 2018 | $2,001,000 | -3.1% | 11,295 | -11.0% | 0.30% | -18.2% |
| Q2 2018 | $2,064,000 | +7.1% | 12,697 | +2.1% | 0.36% | +8.7% |
| Q1 2018 | $1,928,000 | -1.0% | 12,436 | -2.5% | 0.33% | +4.1% |
| Q4 2017 | $1,948,000 | +6.2% | 12,754 | -0.3% | 0.32% | +0.9% |
| Q3 2017 | $1,834,000 | +4.3% | 12,791 | -0.4% | 0.32% | +0.6% |
| Q2 2017 | $1,758,000 | -1.6% | 12,847 | -5.3% | 0.32% | -4.0% |
| Q1 2017 | $1,786,000 | -6.6% | 13,565 | -13.6% | 0.33% | -10.6% |
| Q4 2016 | $1,912,000 | +0.4% | 15,701 | +0.2% | 0.37% | -3.2% |
| Q3 2016 | $1,905,000 | -12.7% | 15,664 | -16.3% | 0.38% | -21.4% |
| Q2 2016 | $2,182,000 | -9.4% | 18,725 | -9.9% | 0.48% | -14.4% |
| Q1 2016 | $2,409,000 | -6.6% | 20,791 | -6.7% | 0.56% | -8.9% |
| Q4 2015 | $2,580,000 | +9.0% | 22,288 | +1.4% | 0.62% | -5.1% |
| Q3 2015 | $2,368,000 | -8.6% | 21,971 | -3.4% | 0.65% | -4.4% |
| Q2 2015 | $2,590,000 | -2.0% | 22,751 | -2.0% | 0.68% | -4.5% |
| Q1 2015 | $2,644,000 | +4888.7% | 23,207 | +4880.0% | 0.71% | +4356.2% |
| Q4 2014 | $53,000 | -98.6% | 466 | -98.7% | 0.02% | -98.6% |
| Q3 2014 | $3,892,000 | +38820.0% | 36,376 | +37401.0% | 1.17% | +29175.0% |
| Q2 2014 | $10,000 | +11.1% | 97 | 0.0% | 0.00% | +33.3% |
| Q1 2014 | $9,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $9,000 | +12.5% | 97 | +1.0% | 0.00% | 0.0% |
| Q3 2013 | $8,000 | 0.0% | 96 | +1.1% | 0.00% | -25.0% |
| Q2 2013 | $8,000 | – | 95 | – | 0.00% | – |
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% |