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 | $609 | +12.6% | 8,895 | +15.9% | 0.04% | +20.0% |
| Q2 2023 | $541 | +10.2% | 7,678 | 0.0% | 0.04% | +2.9% |
| Q1 2023 | $491 | +9.4% | 7,678 | 0.0% | 0.03% | +3.0% |
| Q4 2022 | $449 | -99.9% | 7,678 | -8.9% | 0.03% | -13.2% |
| Q3 2022 | $488,000 | -4.1% | 8,428 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $509,000 | -26.4% | 8,428 | -7.0% | 0.04% | -9.5% |
| Q1 2022 | $692,000 | -8.7% | 9,063 | 0.0% | 0.04% | -2.3% |
| Q4 2021 | $758,000 | +13.1% | 9,063 | 0.0% | 0.04% | +4.9% |
| Q3 2021 | $670,000 | +1.7% | 9,063 | 0.0% | 0.04% | +2.5% |
| Q2 2021 | $659,000 | +11.7% | 9,063 | 0.0% | 0.04% | +2.6% |
| Q1 2021 | $590,000 | +1.9% | 9,063 | -0.1% | 0.04% | -2.5% |
| Q4 2020 | $579,000 | +10.3% | 9,073 | +299.3% | 0.04% | 0.0% |
| Q3 2020 | $525,000 | +3.6% | 2,272 | -7.0% | 0.04% | -9.1% |
| Q2 2020 | $507,000 | +8.1% | 2,443 | -14.1% | 0.04% | -17.0% |
| Q1 2020 | $469,000 | -25.3% | 2,843 | -12.3% | 0.05% | -13.1% |
| Q4 2019 | $628,000 | +7.5% | 3,243 | 0.0% | 0.06% | -1.6% |
| Q3 2019 | $584,000 | +1.4% | 3,243 | +0.9% | 0.06% | 0.0% |
| Q2 2019 | $576,000 | +4.0% | 3,213 | 0.0% | 0.06% | +1.6% |
| Q1 2019 | $554,000 | -3.7% | 3,213 | -15.7% | 0.06% | -19.7% |
| Q4 2018 | $575,000 | -14.9% | 3,813 | 0.0% | 0.08% | -3.8% |
| Q3 2018 | $676,000 | +9.0% | 3,813 | 0.0% | 0.08% | 0.0% |
| Q2 2018 | $620,000 | -4.9% | 3,813 | -9.3% | 0.08% | -3.7% |
| Q1 2018 | $652,000 | -7.3% | 4,203 | -8.7% | 0.08% | -10.9% |
| Q4 2017 | $703,000 | +6.5% | 4,603 | 0.0% | 0.09% | +7.0% |
| Q3 2017 | $660,000 | -3.6% | 4,603 | -8.0% | 0.09% | -6.5% |
| Q2 2017 | $685,000 | -13.3% | 5,003 | -16.7% | 0.09% | -15.6% |
| Q1 2017 | $790,000 | -11.3% | 6,003 | -18.0% | 0.11% | -14.2% |
| Q4 2016 | $891,000 | +1.2% | 7,318 | +1.2% | 0.13% | -0.8% |
| Q3 2016 | $880,000 | +4.4% | 7,231 | 0.0% | 0.13% | +4.9% |
| Q2 2016 | $843,000 | +0.6% | 7,231 | 0.0% | 0.12% | -1.6% |
| Q1 2016 | $838,000 | +9.5% | 7,231 | +9.5% | 0.12% | -0.8% |
| Q4 2015 | $765,000 | +7.4% | 6,603 | 0.0% | 0.12% | +0.8% |
| Q3 2015 | $712,000 | – | 6,603 | – | 0.12% | – |
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% |