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 | $3,084,103 | -2.4% | 45,076 | +0.6% | 1.41% | +1.2% |
| Q2 2023 | $3,159,153 | +9.7% | 44,823 | -0.5% | 1.39% | +4.7% |
| Q1 2023 | $2,878,643 | +7.4% | 45,056 | -1.7% | 1.33% | +0.8% |
| Q4 2022 | $2,680,110 | -2.6% | 45,814 | -3.7% | 1.32% | -6.1% |
| Q3 2022 | $2,753,000 | -10.2% | 47,586 | -6.3% | 1.40% | -3.1% |
| Q2 2022 | $3,064,000 | -21.6% | 50,776 | -0.7% | 1.45% | -9.1% |
| Q1 2022 | $3,906,000 | -9.4% | 51,136 | -0.8% | 1.59% | -4.7% |
| Q4 2021 | $4,312,000 | +11.4% | 51,542 | -1.6% | 1.67% | -0.7% |
| Q3 2021 | $3,872,000 | -1.9% | 52,381 | -3.5% | 1.68% | -1.3% |
| Q2 2021 | $3,946,000 | +8.7% | 54,253 | -2.7% | 1.71% | -0.8% |
| Q1 2021 | $3,630,000 | +0.2% | 55,748 | -1.8% | 1.72% | -8.2% |
| Q4 2020 | $3,623,000 | +7.2% | 56,768 | +288.2% | 1.87% | -6.3% |
| Q3 2020 | $3,379,000 | +4.4% | 14,624 | -6.2% | 2.00% | -2.6% |
| Q2 2020 | $3,236,000 | +23.8% | 15,596 | -1.5% | 2.05% | +0.5% |
| Q1 2020 | $2,613,000 | -15.0% | 15,831 | -0.3% | 2.04% | +6.2% |
| Q4 2019 | $3,074,000 | +6.6% | 15,873 | -0.9% | 1.92% | -6.6% |
| Q3 2019 | $2,883,000 | -0.3% | 16,012 | -0.7% | 2.06% | +3.1% |
| Q2 2019 | $2,891,000 | +4.2% | 16,132 | +0.2% | 2.00% | +1.7% |
| Q1 2019 | $2,774,000 | +13.5% | 16,094 | -0.7% | 1.96% | +4.3% |
| Q4 2018 | $2,443,000 | -11.1% | 16,212 | +4.5% | 1.88% | +11.6% |
| Q3 2018 | $2,749,000 | +4.2% | 15,519 | -1.4% | 1.69% | +174.5% |
| Q2 2018 | $2,639,000 | +2.6% | 15,737 | -5.1% | 0.62% | +31.4% |
| Q1 2018 | $2,573,000 | +1.1% | 16,590 | +6.6% | 0.47% | +3.1% |
| Q4 2017 | $2,546,000 | -2.9% | 15,570 | -14.8% | 0.45% | -18.5% |
| Q3 2017 | $2,621,000 | +1.3% | 18,275 | -3.4% | 0.56% | -75.4% |
| Q2 2017 | $2,588,000 | +1.5% | 18,912 | -2.5% | 2.26% | +12.5% |
| Q1 2017 | $2,550,000 | +2.6% | 19,387 | -5.1% | 2.01% | +96.6% |
| Q4 2016 | $2,485,000 | 0.0% | 20,428 | 0.0% | 1.02% | 0.0% |
| Q3 2016 | $2,485,000 | +2.9% | 20,428 | -1.4% | 1.02% | +4.6% |
| Q2 2016 | $2,416,000 | -3.4% | 20,726 | -4.0% | 0.98% | -6.5% |
| Q1 2016 | $2,502,000 | +7.9% | 21,590 | -0.7% | 1.05% | -29.0% |
| Q4 2015 | $2,318,000 | +1.4% | 21,736 | +2.5% | 1.48% | +49.9% |
| Q3 2015 | $2,286,000 | -7.7% | 21,209 | +0.9% | 0.98% | +2.1% |
| Q2 2015 | $2,478,000 | +7.9% | 21,029 | +4.4% | 0.96% | +56.2% |
| Q1 2015 | $2,296,000 | -0.1% | 20,147 | -2.2% | 0.62% | -0.8% |
| Q4 2014 | $2,299,000 | +13.8% | 20,598 | +8.9% | 0.62% | -17.0% |
| Q3 2014 | $2,020,000 | +400.0% | 18,908 | +392.7% | 0.75% | +274.5% |
| Q2 2014 | $404,000 | – | 3,838 | – | 0.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |