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 | $1,078,573 | -2.9% | 15,764 | 0.0% | 0.21% | -1.4% |
| Q2 2023 | $1,111,047 | +8.8% | 15,764 | -1.4% | 0.22% | +15.0% |
| Q1 2023 | $1,021,337 | +9.2% | 15,986 | +0.0% | 0.19% | +8.7% |
| Q4 2022 | $935,146 | +19.0% | 15,985 | +17.6% | 0.17% | +1.8% |
| Q3 2022 | $786,000 | -6.4% | 13,588 | -2.3% | 0.17% | -1.7% |
| Q2 2022 | $840,000 | -21.1% | 13,914 | -0.2% | 0.17% | -6.0% |
| Q1 2022 | $1,065,000 | -11.5% | 13,943 | -3.1% | 0.18% | -6.2% |
| Q4 2021 | $1,203,000 | +13.2% | 14,383 | +0.0% | 0.20% | -3.9% |
| Q3 2021 | $1,063,000 | +1.4% | 14,382 | -0.2% | 0.20% | -15.1% |
| Q2 2021 | $1,048,000 | +23.9% | 14,412 | +10.9% | 0.24% | +16.6% |
| Q1 2021 | $846,000 | -4.9% | 12,994 | -2.2% | 0.20% | -2.8% |
| Q4 2020 | $890,000 | +18.7% | 13,284 | +309.4% | 0.21% | -0.9% |
| Q3 2020 | $750,000 | +11.4% | 3,245 | 0.0% | 0.21% | +8.7% |
| Q2 2020 | $673,000 | +23.5% | 3,245 | -1.8% | 0.20% | +6.5% |
| Q1 2020 | $545,000 | -7.9% | 3,305 | +8.2% | 0.18% | +18.7% |
| Q4 2019 | $592,000 | -21.4% | 3,055 | -27.0% | 0.16% | -27.2% |
| Q3 2019 | $753,000 | +37.2% | 4,185 | +36.7% | 0.21% | +34.0% |
| Q2 2019 | $549,000 | +4.0% | 3,061 | 0.0% | 0.16% | -40.7% |
| Q1 2019 | $528,000 | +6.0% | 3,061 | 0.0% | 0.27% | +0.8% |
| Q4 2018 | $498,000 | -20.7% | 3,061 | -22.4% | 0.27% | -16.4% |
| Q3 2018 | $628,000 | -2.2% | 3,946 | 0.0% | 0.32% | -1.9% |
| Q2 2018 | $642,000 | +43.9% | 3,946 | -1.2% | 0.32% | +55.8% |
| Q4 2014 | $446,000 | +15.8% | 3,995 | +11.2% | 0.21% | +3.5% |
| Q3 2014 | $385,000 | – | 3,594 | – | 0.20% | – |
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% |