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 | $18,090,111 | -4.2% | 264,398 | -1.3% | 2.03% | -0.6% |
| Q2 2023 | $18,880,464 | +10.0% | 267,884 | -0.3% | 2.04% | +4.4% |
| Q1 2023 | $17,159,257 | +19.3% | 268,575 | +9.2% | 1.96% | +15.0% |
| Q4 2022 | $14,387,080 | +0.6% | 245,933 | -0.5% | 1.70% | -4.4% |
| Q3 2022 | $14,295,000 | -4.3% | 247,097 | -0.1% | 1.78% | -3.4% |
| Q2 2022 | $14,931,000 | -19.4% | 247,410 | +2.0% | 1.84% | -14.3% |
| Q1 2022 | $18,520,000 | -15.6% | 242,467 | -7.6% | 2.15% | -12.2% |
| Q4 2021 | $21,956,000 | +12.6% | 262,408 | -0.6% | 2.45% | +1.4% |
| Q3 2021 | $19,504,000 | -2.7% | 263,882 | -4.3% | 2.42% | -0.7% |
| Q2 2021 | $20,046,000 | +6.5% | 275,621 | -4.7% | 2.43% | -2.1% |
| Q1 2021 | $18,822,000 | +2.8% | 289,087 | +0.8% | 2.48% | -3.6% |
| Q4 2020 | $18,310,000 | +8.8% | 286,898 | +293.9% | 2.58% | -11.2% |
| Q3 2020 | $16,830,000 | +10.2% | 72,834 | -1.1% | 2.90% | -8.8% |
| Q2 2020 | $15,274,000 | +26.4% | 73,614 | +0.6% | 3.18% | +3.2% |
| Q1 2020 | $12,080,000 | -14.6% | 73,187 | +0.2% | 3.08% | +19.0% |
| Q4 2019 | $14,148,000 | +8.7% | 73,062 | +1.0% | 2.59% | -5.9% |
| Q3 2019 | $13,017,000 | -0.5% | 72,307 | -0.9% | 2.75% | +4.4% |
| Q2 2019 | $13,083,000 | +3.4% | 72,994 | -0.6% | 2.63% | -2.8% |
| Q1 2019 | $12,658,000 | +16.9% | 73,442 | +2.2% | 2.71% | -9.3% |
| Q4 2018 | $10,825,000 | -13.5% | 71,847 | +1.7% | 2.99% | +19.3% |
| Q3 2018 | $12,513,000 | +8.5% | 70,627 | -0.4% | 2.50% | -0.5% |
| Q2 2018 | $11,530,000 | +6.7% | 70,907 | +1.8% | 2.52% | +2.3% |
| Q1 2018 | $10,801,000 | -0.6% | 69,652 | -2.0% | 2.46% | -2.1% |
| Q4 2017 | $10,863,000 | +2.0% | 71,107 | -4.2% | 2.52% | -4.6% |
| Q3 2017 | $10,647,000 | +2.5% | 74,237 | -2.2% | 2.64% | -4.2% |
| Q2 2017 | $10,387,000 | +4.8% | 75,902 | +0.7% | 2.75% | -0.6% |
| Q1 2017 | $9,914,000 | +18.5% | 75,380 | +9.7% | 2.77% | +8.6% |
| Q4 2016 | $8,368,000 | +7.0% | 68,705 | +6.9% | 2.55% | +1.4% |
| Q3 2016 | $7,822,000 | +3.2% | 64,293 | -1.1% | 2.52% | -8.2% |
| Q2 2016 | $7,580,000 | +5.8% | 65,019 | +5.2% | 2.74% | +0.7% |
| Q1 2016 | $7,162,000 | -2.8% | 61,797 | -2.9% | 2.72% | -6.1% |
| Q4 2015 | $7,367,000 | +10.6% | 63,619 | +2.9% | 2.90% | +1.2% |
| Q3 2015 | $6,663,000 | -0.5% | 61,811 | +5.1% | 2.86% | +52.6% |
| Q2 2015 | $6,695,000 | +1.0% | 58,798 | +1.0% | 1.88% | +3.0% |
| Q1 2015 | $6,631,000 | +4.9% | 58,193 | +2.7% | 1.82% | -0.9% |
| Q4 2014 | $6,321,000 | +9.4% | 56,639 | +4.7% | 1.84% | +9.7% |
| Q3 2014 | $5,779,000 | +3.3% | 54,097 | +1.7% | 1.68% | +7.2% |
| Q2 2014 | $5,593,000 | +9.9% | 53,170 | +4.3% | 1.56% | +1.2% |
| Q1 2014 | $5,089,000 | -15.6% | 50,970 | -16.5% | 1.55% | -18.0% |
| Q4 2013 | $6,031,000 | +7.7% | 61,075 | -2.5% | 1.89% | -5.1% |
| Q3 2013 | $5,599,000 | +6.7% | 62,662 | +0.3% | 1.99% | -2.1% |
| Q2 2013 | $5,247,000 | – | 62,452 | – | 2.03% | – |
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% |