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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,974,304 | +9.8% | 26,289 | 0.0% | 0.42% | +0.7% |
| Q3 2023 | $1,798,693 | -2.7% | 26,289 | +0.2% | 0.42% | +0.5% |
| Q2 2023 | $1,849,043 | +10.2% | 26,235 | -0.1% | 0.42% | +5.0% |
| Q1 2023 | $1,677,432 | +107912.4% | 26,255 | -1.1% | 0.40% | +6.1% |
| Q4 2022 | $1,553 | -99.8% | 26,554 | +60.4% | 0.38% | +51.4% |
| Q3 2022 | $958,000 | -4.1% | 16,554 | 0.0% | 0.25% | +5.1% |
| Q2 2022 | $999,000 | -21.0% | 16,554 | 0.0% | 0.24% | 0.0% |
| Q1 2022 | $1,264,000 | -12.2% | 16,554 | -3.8% | 0.24% | -7.1% |
| Q4 2021 | $1,440,000 | +13.0% | 17,214 | -0.1% | 0.26% | +2.8% |
| Q3 2021 | $1,274,000 | +1.7% | 17,232 | 0.0% | 0.25% | +3.3% |
| Q2 2021 | $1,253,000 | +11.7% | 17,232 | 0.0% | 0.24% | +3.0% |
| Q1 2021 | $1,122,000 | -4.5% | 17,232 | -6.4% | 0.23% | -9.7% |
| Q4 2020 | $1,175,000 | +16.9% | 18,414 | +323.5% | 0.26% | +0.8% |
| Q3 2020 | $1,005,000 | +11.4% | 4,348 | 0.0% | 0.26% | +3.2% |
| Q2 2020 | $902,000 | +25.6% | 4,348 | 0.0% | 0.25% | +5.5% |
| Q1 2020 | $718,000 | -14.7% | 4,348 | 0.0% | 0.24% | +4.0% |
| Q4 2019 | $842,000 | +7.5% | 4,348 | 0.0% | 0.23% | -3.0% |
| Q3 2019 | $783,000 | +0.5% | 4,348 | 0.0% | 0.23% | -0.9% |
| Q2 2019 | $779,000 | -23.6% | 4,348 | -26.5% | 0.24% | -24.4% |
| Q1 2019 | $1,019,000 | +17.4% | 5,914 | +2.7% | 0.31% | +3.7% |
| Q4 2018 | $868,000 | +12.7% | 5,758 | +32.4% | 0.30% | +30.4% |
| Q3 2018 | $770,000 | +8.9% | 4,348 | 0.0% | 0.23% | +1.8% |
| Q2 2018 | $707,000 | +4.9% | 4,348 | 0.0% | 0.23% | +2.3% |
| Q1 2018 | $674,000 | -4.0% | 4,348 | -5.4% | 0.22% | +18.2% |
| Q4 2017 | $702,000 | +6.5% | 4,598 | 0.0% | 0.19% | -18.0% |
| Q3 2017 | $659,000 | +4.8% | 4,598 | 0.0% | 0.23% | +0.9% |
| Q2 2017 | $629,000 | +4.0% | 4,598 | 0.0% | 0.23% | +2.3% |
| Q1 2017 | $605,000 | +8.0% | 4,598 | 0.0% | 0.22% | +13.3% |
| Q4 2016 | $560,000 | +0.2% | 4,598 | 0.0% | 0.20% | -15.2% |
| Q3 2016 | $559,000 | +4.3% | 4,598 | 0.0% | 0.23% | +1.8% |
| Q2 2016 | $536,000 | +0.6% | 4,598 | 0.0% | 0.23% | -5.4% |
| Q1 2016 | $533,000 | +0.2% | 4,598 | 0.0% | 0.24% | -4.8% |
| Q4 2015 | $532,000 | +19.6% | 4,598 | +11.3% | 0.25% | +2.0% |
| Q3 2015 | $445,000 | +7.5% | 4,130 | +13.8% | 0.25% | +19.4% |
| Q2 2015 | $414,000 | 0.0% | 3,630 | 0.0% | 0.21% | 0.0% |
| Q1 2015 | $414,000 | +2.2% | 3,630 | 0.0% | 0.21% | -3.3% |
| Q4 2014 | $405,000 | +4.4% | 3,630 | 0.0% | 0.21% | -9.4% |
| Q3 2014 | $388,000 | +1.6% | 3,630 | 0.0% | 0.24% | +1.7% |
| Q2 2014 | $382,000 | +71.3% | 3,630 | +62.8% | 0.23% | +65.0% |
| Q1 2014 | $223,000 | +1.4% | 2,230 | 0.0% | 0.14% | +2.2% |
| Q4 2013 | $220,000 | -33.9% | 2,230 | -40.2% | 0.14% | -38.3% |
| Q3 2013 | $333,000 | +6.4% | 3,730 | 0.0% | 0.22% | +5.2% |
| Q2 2013 | $313,000 | – | 3,730 | – | 0.21% | – |
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% |