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 | $2,661,556 | -4.4% | 38,774 | -1.8% | 0.11% | -3.4% |
| Q2 2023 | $2,783,398 | +7.0% | 39,492 | -3.0% | 0.12% | 0.0% |
| Q1 2023 | $2,600,195 | +10.3% | 40,698 | +1.0% | 0.12% | +4.4% |
| Q4 2022 | $2,357,610 | -0.8% | 40,301 | -1.9% | 0.11% | -21.5% |
| Q3 2022 | $2,377,000 | -26.5% | 41,075 | -23.3% | 0.14% | -40.7% |
| Q2 2022 | $3,232,000 | -31.0% | 53,559 | -12.7% | 0.24% | +2.1% |
| Q1 2022 | $4,684,000 | -12.0% | 61,328 | -3.6% | 0.24% | -8.1% |
| Q4 2021 | $5,322,000 | +11.5% | 63,589 | -1.5% | 0.26% | +2.0% |
| Q3 2021 | $4,774,000 | -25.6% | 64,570 | -26.8% | 0.25% | -1.2% |
| Q2 2021 | $6,415,000 | +12.9% | 88,204 | +1.0% | 0.26% | +3.2% |
| Q1 2021 | $5,683,000 | +4.7% | 87,290 | +2.6% | 0.25% | -5.3% |
| Q4 2020 | $5,428,000 | +8.5% | 85,064 | +292.8% | 0.26% | +8.7% |
| Q3 2020 | $5,003,000 | +11.3% | 21,654 | +0.0% | 0.24% | +1.3% |
| Q2 2020 | $4,494,000 | +32.4% | 21,652 | +5.3% | 0.24% | +8.6% |
| Q1 2020 | $3,394,000 | +27.4% | 20,562 | +49.4% | 0.22% | +71.9% |
| Q4 2019 | $2,664,000 | -37.7% | 13,764 | -42.0% | 0.13% | -37.6% |
| Q3 2019 | $4,277,000 | +5.9% | 23,745 | +5.4% | 0.20% | +1.5% |
| Q2 2019 | $4,037,000 | +1.4% | 22,526 | -2.5% | 0.20% | +7.4% |
| Q1 2019 | $3,983,000 | +6.5% | 23,108 | -6.9% | 0.19% | -1.6% |
| Q4 2018 | $3,739,000 | -54.2% | 24,814 | -46.0% | 0.19% | -60.5% |
| Q3 2018 | $8,167,000 | +0.8% | 45,963 | -7.5% | 0.48% | -6.6% |
| Q2 2018 | $8,099,000 | +15.6% | 49,669 | +9.9% | 0.52% | +7.9% |
| Q1 2018 | $7,007,000 | +1.3% | 45,182 | -0.2% | 0.48% | -9.5% |
| Q4 2017 | $6,914,000 | -5.1% | 45,268 | -10.9% | 0.53% | -19.2% |
| Q3 2017 | $7,284,000 | -12.9% | 50,797 | -16.9% | 0.66% | +7.7% |
| Q2 2017 | $8,366,000 | +99.5% | 61,133 | +91.7% | 0.61% | +72.7% |
| Q1 2017 | $4,194,000 | -66.0% | 31,885 | -68.6% | 0.35% | -71.4% |
| Q4 2016 | $12,348,000 | -17.2% | 101,385 | -17.9% | 1.23% | -60.3% |
| Q3 2016 | $14,913,000 | +1079.8% | 123,434 | +1038.8% | 3.10% | +155.5% |
| Q2 2016 | $1,264,000 | -71.8% | 10,839 | -71.9% | 1.21% | -65.7% |
| Q1 2016 | $4,476,000 | -92.8% | 38,622 | -93.2% | 3.54% | -85.2% |
| Q4 2015 | $61,984,000 | +1327.5% | 566,577 | +1306.5% | 23.89% | +613.5% |
| Q3 2015 | $4,342,000 | +32.7% | 40,282 | +42.0% | 3.35% | -0.1% |
| Q2 2015 | $3,272,000 | +47.0% | 28,367 | +45.2% | 3.35% | -17.7% |
| Q1 2015 | $2,226,000 | -8.1% | 19,537 | -10.0% | 4.07% | +6.9% |
| Q4 2014 | $2,423,000 | +4.5% | 21,717 | 0.0% | 3.81% | -19.7% |
| Q3 2014 | $2,319,000 | +1.5% | 21,717 | 0.0% | 4.75% | -11.3% |
| Q2 2014 | $2,284,000 | +5.4% | 21,717 | 0.0% | 5.35% | -22.4% |
| Q1 2014 | $2,168,000 | +1.1% | 21,717 | 0.0% | 6.90% | -2.7% |
| Q4 2013 | $2,144,000 | +10.5% | 21,717 | 0.0% | 7.09% | +82.2% |
| Q3 2013 | $1,940,000 | +6.4% | 21,717 | 0.0% | 3.89% | +3.8% |
| Q2 2013 | $1,824,000 | – | 21,717 | – | 3.75% | – |
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% |