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 | $25,520,739 | -5.2% | 373,002 | -2.3% | 1.09% | -0.5% |
| Q2 2023 | $26,911,438 | +6.5% | 381,832 | -3.4% | 1.10% | +2.4% |
| Q1 2023 | $25,264,747 | +7.2% | 395,442 | -1.9% | 1.07% | +0.8% |
| Q4 2022 | $23,578,203 | +1.1% | 403,043 | -0.0% | 1.06% | -8.1% |
| Q3 2022 | $23,323,000 | -3.5% | 403,172 | +0.6% | 1.15% | +2.7% |
| Q2 2022 | $24,179,000 | -28.5% | 400,656 | -9.5% | 1.12% | -16.9% |
| Q1 2022 | $33,820,000 | -5.5% | 442,783 | +3.5% | 1.35% | -0.1% |
| Q4 2021 | $35,789,000 | +10.3% | 427,738 | -2.6% | 1.35% | +3.5% |
| Q3 2021 | $32,458,000 | +1.1% | 439,155 | -0.5% | 1.31% | -12.9% |
| Q2 2021 | $32,108,000 | +14.7% | 441,471 | +2.7% | 1.50% | +6.8% |
| Q1 2021 | $27,995,000 | +3.8% | 429,955 | +1.8% | 1.40% | -8.9% |
| Q4 2020 | $26,958,000 | +44.8% | 422,405 | +424.1% | 1.54% | +29.8% |
| Q3 2020 | $18,623,000 | +9.1% | 80,593 | -2.0% | 1.19% | +0.7% |
| Q2 2020 | $17,062,000 | +17.8% | 82,230 | -6.3% | 1.18% | +0.3% |
| Q1 2020 | $14,483,000 | -14.4% | 87,747 | +0.5% | 1.18% | +5.9% |
| Q4 2019 | $16,911,000 | +11.9% | 87,336 | +4.0% | 1.11% | +1.8% |
| Q3 2019 | $15,118,000 | +3.9% | 83,980 | +3.5% | 1.09% | -21.1% |
| Q2 2019 | $14,546,000 | +6.9% | 81,152 | +2.8% | 1.38% | +11.7% |
| Q1 2019 | $13,611,000 | +14.1% | 78,964 | -0.3% | 1.24% | +0.6% |
| Q4 2018 | $11,930,000 | -13.5% | 79,186 | +1.7% | 1.23% | -3.8% |
| Q3 2018 | $13,796,000 | +18.7% | 77,870 | +9.0% | 1.28% | +10.9% |
| Q2 2018 | $11,621,000 | +7.4% | 71,470 | +2.4% | 1.15% | +1.0% |
| Q1 2018 | $10,820,000 | +5.7% | 69,778 | +4.1% | 1.14% | -12.7% |
| Q4 2017 | $10,239,000 | +7.7% | 67,022 | +1.2% | 1.31% | +15.1% |
| Q3 2017 | $9,503,000 | +2.7% | 66,260 | -2.0% | 1.14% | -10.8% |
| Q2 2017 | $9,253,000 | +5.0% | 67,618 | +0.9% | 1.27% | +19.2% |
| Q1 2017 | $8,811,000 | +9.8% | 66,993 | +1.7% | 1.07% | +5.3% |
| Q4 2016 | $8,021,000 | +13.0% | 65,864 | +12.9% | 1.01% | +9.3% |
| Q3 2016 | $7,099,000 | +2.8% | 58,347 | -1.5% | 0.93% | +4.7% |
| Q2 2016 | $6,904,000 | -3.3% | 59,225 | -3.9% | 0.89% | -5.9% |
| Q1 2016 | $7,143,000 | +6.1% | 61,634 | +6.0% | 0.94% | +4.8% |
| Q4 2015 | $6,733,000 | +12.5% | 58,145 | +4.8% | 0.90% | +5.1% |
| Q3 2015 | $5,983,000 | +2.1% | 55,501 | +7.9% | 0.86% | +8.1% |
| Q2 2015 | $5,858,000 | +14.8% | 51,443 | +14.9% | 0.79% | +14.5% |
| Q1 2015 | $5,102,000 | +7.3% | 44,771 | +5.0% | 0.69% | +6.0% |
| Q4 2014 | $4,757,000 | +5.2% | 42,630 | +0.7% | 0.65% | -1.4% |
| Q3 2014 | $4,522,000 | +1.7% | 42,332 | +0.2% | 0.66% | +3.6% |
| Q2 2014 | $4,445,000 | +6.1% | 42,256 | +0.7% | 0.64% | +0.2% |
| Q1 2014 | $4,189,000 | +0.6% | 41,957 | -0.5% | 0.64% | 0.0% |
| Q4 2013 | $4,163,000 | +8.9% | 42,157 | -1.4% | 0.64% | +1.1% |
| Q3 2013 | $3,822,000 | +6.1% | 42,767 | -0.3% | 0.63% | +4.5% |
| Q2 2013 | $3,603,000 | – | 42,888 | – | 0.60% | – |
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% |