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 | $1,117,846 | -4.3% | 16,338 | -1.4% | 0.03% | -21.6% |
| Q2 2023 | $1,168,417 | +15.6% | 16,578 | +4.8% | 0.04% | +8.8% |
| Q1 2023 | $1,010,612 | +9.2% | 15,818 | 0.0% | 0.03% | +6.2% |
| Q4 2022 | $925,353 | +1.1% | 15,818 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $915,000 | -5.4% | 15,818 | -1.2% | 0.03% | -3.0% |
| Q2 2022 | $967,000 | -21.3% | 16,018 | -0.5% | 0.03% | -2.9% |
| Q1 2022 | $1,229,000 | -5.2% | 16,093 | +3.8% | 0.03% | 0.0% |
| Q4 2021 | $1,297,000 | +12.8% | 15,503 | -0.3% | 0.03% | +3.0% |
| Q3 2021 | $1,150,000 | +1.4% | 15,553 | -0.2% | 0.03% | 0.0% |
| Q2 2021 | $1,134,000 | +10.0% | 15,588 | -1.6% | 0.03% | +3.1% |
| Q1 2021 | $1,031,000 | +6.3% | 15,838 | +4.2% | 0.03% | 0.0% |
| Q4 2020 | $970,000 | +0.2% | 15,198 | +262.6% | 0.03% | -11.1% |
| Q3 2020 | $968,000 | +8.9% | 4,191 | -2.1% | 0.04% | 0.0% |
| Q2 2020 | $889,000 | +24.0% | 4,283 | -1.4% | 0.04% | 0.0% |
| Q1 2020 | $717,000 | -36.5% | 4,343 | -25.5% | 0.04% | -20.0% |
| Q4 2019 | $1,130,000 | +7.4% | 5,833 | -0.2% | 0.04% | -2.2% |
| Q3 2019 | $1,052,000 | +28.4% | 5,843 | +27.9% | 0.05% | +24.3% |
| Q2 2019 | $819,000 | +132.0% | 4,570 | +123.1% | 0.04% | +48.0% |
| Q1 2019 | $353,000 | +2.3% | 2,048 | -10.6% | 0.02% | -7.4% |
| Q4 2018 | $345,000 | -16.5% | 2,292 | -1.7% | 0.03% | -6.9% |
| Q3 2018 | $413,000 | 0.0% | 2,332 | -3.7% | 0.03% | -3.3% |
| Q2 2018 | $413,000 | +16.0% | 2,422 | +5.6% | 0.03% | +7.1% |
| Q1 2018 | $356,000 | -9.2% | 2,294 | -10.6% | 0.03% | -9.7% |
| Q4 2017 | $392,000 | -1.5% | 2,567 | -7.4% | 0.03% | -8.8% |
| Q3 2017 | $398,000 | -2.0% | 2,772 | -3.8% | 0.03% | -2.9% |
| Q2 2017 | $406,000 | +17.3% | 2,882 | +12.4% | 0.04% | +12.9% |
| Q1 2017 | $346,000 | +0.6% | 2,563 | -9.2% | 0.03% | -6.1% |
| Q4 2016 | $344,000 | -0.9% | 2,823 | -1.1% | 0.03% | -19.5% |
| Q3 2016 | $347,000 | -0.9% | 2,853 | -5.0% | 0.04% | -4.7% |
| Q2 2016 | $350,000 | -2.8% | 3,003 | -3.4% | 0.04% | +2.4% |
| Q1 2016 | $360,000 | -1.6% | 3,108 | -1.6% | 0.04% | -4.5% |
| Q4 2015 | $366,000 | +2.8% | 3,158 | -4.4% | 0.04% | -4.3% |
| Q3 2015 | $356,000 | -6.6% | 3,303 | -1.2% | 0.05% | -9.8% |
| Q2 2015 | $381,000 | -0.8% | 3,343 | -0.9% | 0.05% | -7.3% |
| Q1 2015 | $384,000 | +2.1% | 3,373 | 0.0% | 0.06% | -3.5% |
| Q4 2014 | $376,000 | +4.4% | 3,373 | 0.0% | 0.06% | +1.8% |
| Q3 2014 | $360,000 | +1.4% | 3,373 | 0.0% | 0.06% | -1.8% |
| Q2 2014 | $355,000 | +5.3% | 3,373 | 0.0% | 0.06% | +3.6% |
| Q1 2014 | $337,000 | – | 3,373 | – | 0.06% | – |
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% |