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 | $1,685,786 | -3.5% | 24,639 | -0.6% | 0.13% | -2.9% |
| Q2 2023 | $1,747,482 | +7.6% | 24,794 | -2.5% | 0.14% | -3.5% |
| Q1 2023 | $1,624,340 | +0.6% | 25,424 | -7.9% | 0.14% | -11.2% |
| Q4 2022 | $1,615,126 | +1.0% | 27,609 | -0.1% | 0.16% | -26.3% |
| Q3 2022 | $1,599,000 | -8.7% | 27,634 | -4.8% | 0.22% | -20.5% |
| Q2 2022 | $1,752,000 | -39.8% | 29,027 | -23.8% | 0.27% | -31.6% |
| Q1 2022 | $2,908,000 | -8.6% | 38,071 | +0.1% | 0.40% | -41.2% |
| Q4 2021 | $3,181,000 | +3.2% | 38,016 | -8.8% | 0.68% | +50.0% |
| Q3 2021 | $3,082,000 | -9.6% | 41,700 | -11.0% | 0.45% | -10.3% |
| Q2 2021 | $3,409,000 | +2.5% | 46,868 | -8.2% | 0.50% | -33.4% |
| Q1 2021 | $3,325,000 | +0.5% | 51,069 | -1.5% | 0.76% | +32.8% |
| Q4 2020 | $3,310,000 | +1.2% | 51,869 | +266.4% | 0.57% | -10.2% |
| Q3 2020 | $3,271,000 | +10.8% | 14,157 | -0.5% | 0.64% | +3.8% |
| Q2 2020 | $2,953,000 | +24.0% | 14,232 | -1.4% | 0.61% | -7.4% |
| Q1 2020 | $2,381,000 | -15.4% | 14,428 | -0.8% | 0.66% | +5.1% |
| Q4 2019 | $2,815,000 | +5.9% | 14,538 | -1.5% | 0.63% | -1.4% |
| Q3 2019 | $2,657,000 | -1.5% | 14,759 | -1.9% | 0.64% | -3.8% |
| Q2 2019 | $2,697,000 | +7.3% | 15,046 | +3.2% | 0.66% | +5.9% |
| Q1 2019 | $2,513,000 | +8.0% | 14,579 | -5.6% | 0.63% | -3.8% |
| Q4 2018 | $2,327,000 | -14.9% | 15,442 | 0.0% | 0.65% | +112.1% |
| Q3 2018 | $2,736,000 | +4.5% | 15,442 | -4.0% | 0.31% | +1.0% |
| Q2 2018 | $2,617,000 | +2.0% | 16,092 | -2.7% | 0.30% | -0.3% |
| Q1 2018 | $2,566,000 | -5.8% | 16,547 | -7.2% | 0.30% | -0.7% |
| Q4 2017 | $2,724,000 | -5.9% | 17,831 | -11.7% | 0.31% | -11.0% |
| Q3 2017 | $2,896,000 | +3.4% | 20,189 | -1.4% | 0.34% | -0.6% |
| Q2 2017 | $2,802,000 | -4.0% | 20,473 | -7.8% | 0.35% | -5.4% |
| Q1 2017 | $2,919,000 | +3.5% | 22,196 | -4.1% | 0.37% | -1.9% |
| Q4 2016 | $2,819,000 | -7.2% | 23,145 | -7.3% | 0.37% | -8.1% |
| Q3 2016 | $3,037,000 | +3.8% | 24,961 | -0.5% | 0.41% | +0.2% |
| Q2 2016 | $2,925,000 | +1.6% | 25,086 | +1.0% | 0.41% | +1.5% |
| Q1 2016 | $2,880,000 | -1.0% | 24,849 | -1.1% | 0.40% | -4.5% |
| Q4 2015 | $2,908,000 | +2.0% | 25,113 | -5.1% | 0.42% | -3.9% |
| Q3 2015 | $2,852,000 | -8.2% | 26,459 | -3.0% | 0.44% | +20.8% |
| Q2 2015 | $3,107,000 | -4.8% | 27,286 | -4.7% | 0.36% | -9.8% |
| Q1 2015 | $3,263,000 | +1.7% | 28,638 | -0.4% | 0.40% | -19.0% |
| Q4 2014 | $3,210,000 | +3.1% | 28,763 | -1.3% | 0.49% | +1.4% |
| Q3 2014 | $3,113,000 | -0.5% | 29,138 | -2.1% | 0.49% | +1.0% |
| Q2 2014 | $3,130,000 | +1.5% | 29,753 | -3.7% | 0.48% | -2.4% |
| Q1 2014 | $3,085,000 | +0.8% | 30,899 | -0.3% | 0.49% | -2.2% |
| Q4 2013 | $3,062,000 | +7.7% | 31,004 | -2.5% | 0.50% | -7.0% |
| Q3 2013 | $2,842,000 | -5.3% | 31,797 | -11.0% | 0.54% | -0.5% |
| Q2 2013 | $3,000,000 | – | 35,711 | – | 0.55% | – |
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% |