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 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $56,008 | +15.0% | 794,664 | +4.3% | 0.60% | +19.4% |
| Q1 2023 | $48,685 | +4.2% | 762,010 | -4.6% | 0.50% | +6.4% |
| Q4 2022 | $46,716 | -99.9% | 798,563 | -2.5% | 0.47% | -0.8% |
| Q3 2022 | $47,378,000 | -8.8% | 818,980 | -4.9% | 0.47% | +2.6% |
| Q2 2022 | $51,964,000 | -23.5% | 861,041 | -3.2% | 0.46% | -8.9% |
| Q1 2022 | $67,917,000 | -11.6% | 889,207 | -3.2% | 0.51% | -5.6% |
| Q4 2021 | $76,822,000 | +11.4% | 918,148 | +207.6% | 0.54% | -5.0% |
| Q3 2021 | $68,967,000 | -10.1% | 298,453 | -71.7% | 0.56% | +3.5% |
| Q2 2021 | $76,730,000 | +6.0% | 1,054,991 | -7.0% | 0.54% | -1.1% |
| Q1 2021 | $72,392,000 | 0.0% | 1,134,307 | 0.0% | 0.55% | 0.0% |
| Q4 2020 | $72,392,000 | +5.0% | 1,134,307 | +280.1% | 0.55% | -2.3% |
| Q3 2020 | $68,967,000 | -49.0% | 298,453 | -54.2% | 0.56% | -50.2% |
| Q2 2020 | $135,203,000 | +18.4% | 651,617 | -5.8% | 1.13% | +7.2% |
| Q1 2020 | $114,167,000 | -37.4% | 691,717 | -26.5% | 1.06% | -23.7% |
| Q4 2019 | $182,306,000 | -5.6% | 941,471 | -12.3% | 1.38% | -10.4% |
| Q3 2019 | $193,202,000 | -5.0% | 1,073,163 | -5.4% | 1.54% | -6.5% |
| Q2 2019 | $203,330,000 | -1.8% | 1,134,398 | -5.5% | 1.65% | -4.9% |
| Q1 2019 | $206,991,000 | +9.2% | 1,200,920 | -4.5% | 1.74% | -0.7% |
| Q4 2018 | $189,515,000 | -40.1% | 1,257,814 | -29.6% | 1.75% | -32.2% |
| Q3 2018 | $316,324,000 | -33.1% | 1,785,425 | -38.6% | 2.58% | -36.0% |
| Q2 2018 | $472,924,000 | +8823.1% | 2,908,330 | +8408.9% | 4.03% | +6855.2% |
| Q1 2018 | $5,300,000 | +66.1% | 34,180 | +63.6% | 0.06% | +61.1% |
| Q4 2017 | $3,191,000 | +8.3% | 20,888 | +1.7% | 0.04% | 0.0% |
| Q3 2017 | $2,947,000 | +5.3% | 20,545 | +0.5% | 0.04% | -2.7% |
| Q2 2017 | $2,798,000 | -53.3% | 20,443 | -55.2% | 0.04% | -58.0% |
| Q1 2017 | $5,995,000 | +17.0% | 45,581 | +8.4% | 0.09% | +3.5% |
| Q4 2016 | $5,123,000 | -0.2% | 42,063 | -0.3% | 0.08% | -3.4% |
| Q3 2016 | $5,133,000 | +1.8% | 42,191 | -2.5% | 0.09% | -6.4% |
| Q2 2016 | $5,044,000 | -16.0% | 43,269 | -16.5% | 0.09% | -21.7% |
| Q1 2016 | $6,007,000 | -0.7% | 51,836 | -0.8% | 0.12% | -4.0% |
| Q4 2015 | $6,051,000 | -6.5% | 52,253 | -12.9% | 0.12% | -10.1% |
| Q3 2015 | $6,471,000 | -5.5% | 60,026 | -0.1% | 0.14% | -0.7% |
| Q2 2015 | $6,844,000 | -8.7% | 60,109 | -8.7% | 0.14% | -12.5% |
| Q1 2015 | $7,498,000 | +1.6% | 65,805 | -0.5% | 0.16% | -5.3% |
| Q4 2014 | $7,381,000 | -2.7% | 66,139 | -6.8% | 0.17% | -8.6% |
| Q3 2014 | $7,584,000 | -3.5% | 71,000 | -5.0% | 0.18% | -7.0% |
| Q2 2014 | $7,862,000 | -7.3% | 74,738 | -12.0% | 0.20% | -16.0% |
| Q1 2014 | $8,483,000 | -2.1% | 84,968 | -3.1% | 0.24% | -10.6% |
| Q4 2013 | $8,663,000 | +6.1% | 87,727 | -4.0% | 0.26% | -4.3% |
| Q3 2013 | $8,166,000 | +12.0% | 91,386 | +5.3% | 0.28% | +1.8% |
| Q2 2013 | $7,290,000 | – | 86,779 | – | 0.27% | – |
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% |