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 | $3,371,845 | -8.6% | 49,282 | -5.8% | 0.74% | -5.2% |
| Q2 2023 | $3,688,329 | +9.5% | 52,332 | -0.7% | 0.78% | +4.3% |
| Q1 2023 | $3,368,135 | +9.5% | 52,718 | +0.3% | 0.75% | +4.0% |
| Q4 2022 | $3,074,949 | +1.6% | 52,563 | +0.5% | 0.72% | -4.5% |
| Q3 2022 | $3,026,000 | -3.4% | 52,316 | +0.8% | 0.76% | +0.5% |
| Q2 2022 | $3,133,000 | -20.8% | 51,912 | +0.2% | 0.75% | -9.2% |
| Q1 2022 | $3,958,000 | -11.3% | 51,821 | -2.8% | 0.83% | -5.6% |
| Q4 2021 | $4,463,000 | +4.4% | 53,340 | -7.8% | 0.88% | -0.1% |
| Q3 2021 | $4,276,000 | -0.4% | 57,854 | -2.0% | 0.88% | -1.1% |
| Q2 2021 | $4,294,000 | +11.1% | 59,034 | -0.6% | 0.89% | +6.1% |
| Q1 2021 | $3,866,000 | +1.4% | 59,371 | -0.7% | 0.84% | -9.7% |
| Q4 2020 | $3,814,000 | +10.7% | 59,762 | +300.8% | 0.93% | -7.9% |
| Q3 2020 | $3,446,000 | +12.8% | 14,912 | +1.3% | 1.01% | +4.2% |
| Q2 2020 | $3,056,000 | +26.4% | 14,727 | +0.5% | 0.97% | +5.9% |
| Q1 2020 | $2,418,000 | -18.7% | 14,651 | -4.6% | 0.91% | +1.4% |
| Q4 2019 | $2,973,000 | +8.1% | 15,351 | +0.5% | 0.90% | -4.7% |
| Q3 2019 | $2,750,000 | +0.5% | 15,274 | +0.1% | 0.94% | -2.9% |
| Q2 2019 | $2,735,000 | +3.6% | 15,257 | -0.4% | 0.97% | +1.4% |
| Q1 2019 | $2,641,000 | +14.8% | 15,322 | +0.3% | 0.96% | +1.4% |
| Q4 2018 | $2,301,000 | -17.3% | 15,271 | -2.7% | 0.94% | +0.3% |
| Q3 2018 | $2,781,000 | +9.3% | 15,699 | +0.3% | 0.94% | +6.0% |
| Q2 2018 | $2,545,000 | +4.6% | 15,654 | -0.2% | 0.89% | +2.1% |
| Q1 2018 | $2,432,000 | +0.2% | 15,685 | -1.3% | 0.87% | -0.3% |
| Q4 2017 | $2,428,000 | +7.2% | 15,895 | +0.7% | 0.87% | +2.9% |
| Q3 2017 | $2,264,000 | +2.0% | 15,787 | -2.7% | 0.85% | -1.0% |
| Q2 2017 | $2,220,000 | +4.1% | 16,221 | 0.0% | 0.86% | +1.7% |
| Q1 2017 | $2,133,000 | +6.1% | 16,221 | -1.8% | 0.84% | +2.2% |
| Q4 2016 | $2,011,000 | +0.3% | 16,514 | +0.2% | 0.83% | -0.8% |
| Q3 2016 | $2,005,000 | +1.9% | 16,479 | -2.4% | 0.83% | -2.5% |
| Q2 2016 | $1,968,000 | -5.4% | 16,881 | -5.9% | 0.85% | -7.4% |
| Q1 2016 | $2,080,000 | +26.1% | 17,946 | +26.0% | 0.92% | +23.1% |
| Q4 2015 | $1,650,000 | +7.9% | 14,248 | +0.5% | 0.75% | +4.6% |
| Q3 2015 | $1,529,000 | -6.4% | 14,183 | -1.2% | 0.72% | -2.8% |
| Q2 2015 | $1,634,000 | -0.2% | 14,351 | -0.1% | 0.74% | -2.9% |
| Q1 2015 | $1,637,000 | +2.5% | 14,370 | +0.4% | 0.76% | -5.6% |
| Q4 2014 | $1,597,000 | +4.8% | 14,314 | +0.4% | 0.80% | -1.2% |
| Q3 2014 | $1,524,000 | +1.9% | 14,264 | +0.3% | 0.81% | +0.9% |
| Q2 2014 | $1,495,000 | +5.7% | 14,215 | +0.3% | 0.81% | -0.7% |
| Q1 2014 | $1,415,000 | +0.4% | 14,170 | -0.7% | 0.81% | -5.4% |
| Q4 2013 | $1,410,000 | +9.7% | 14,277 | -0.7% | 0.86% | +2.6% |
| Q3 2013 | $1,285,000 | +3.6% | 14,381 | -2.5% | 0.84% | -1.8% |
| Q2 2013 | $1,240,000 | – | 14,755 | – | 0.85% | – |
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% |