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 | $9,237,305 | -5.4% | 136,203 | -1.7% | 0.98% | +2.4% |
| Q2 2023 | $9,766,652 | +9.8% | 138,573 | -0.5% | 0.96% | +6.8% |
| Q1 2023 | $8,896,657 | +5.7% | 139,250 | -3.2% | 0.90% | +1.2% |
| Q4 2022 | $8,414,902 | +4.5% | 143,844 | +3.3% | 0.89% | -4.2% |
| Q3 2022 | $8,053,000 | -2.9% | 139,196 | +1.3% | 0.93% | +3.0% |
| Q2 2022 | $8,292,000 | -6.1% | 137,406 | +18.8% | 0.90% | +15.1% |
| Q1 2022 | $8,835,000 | -8.1% | 115,677 | +0.7% | 0.78% | -5.9% |
| Q4 2021 | $9,615,000 | +12.2% | 114,920 | +5566.7% | 0.83% | +3.7% |
| Q3 2021 | $8,566,000 | +1.1% | 2,028 | -98.3% | 0.80% | -0.5% |
| Q2 2021 | $8,469,000 | +8.0% | 116,439 | -3.3% | 0.80% | -2.5% |
| Q1 2021 | $7,839,000 | +1.7% | 120,398 | -0.3% | 0.83% | -9.0% |
| Q4 2020 | $7,706,000 | +6.7% | 120,748 | +286.5% | 0.91% | -9.3% |
| Q3 2020 | $7,219,000 | +10.7% | 31,241 | -0.6% | 1.00% | -2.6% |
| Q2 2020 | $6,523,000 | +24.9% | 31,437 | -0.6% | 1.03% | +5.7% |
| Q1 2020 | $5,221,000 | -18.9% | 31,635 | -4.8% | 0.97% | +7.0% |
| Q4 2019 | $6,438,000 | +7.6% | 33,247 | +0.1% | 0.91% | +0.1% |
| Q3 2019 | $5,982,000 | -9.3% | 33,229 | -9.7% | 0.91% | -8.9% |
| Q2 2019 | $6,592,000 | -0.2% | 36,779 | -4.1% | 1.00% | -4.9% |
| Q1 2019 | $6,608,000 | +6.6% | 38,338 | -6.8% | 1.05% | -8.2% |
| Q4 2018 | $6,196,000 | -15.1% | 41,121 | -0.2% | 1.14% | -1.9% |
| Q3 2018 | $7,299,000 | +9.2% | 41,197 | +0.2% | 1.16% | +5.4% |
| Q2 2018 | $6,683,000 | +4.5% | 41,101 | -0.3% | 1.10% | -0.4% |
| Q1 2018 | $6,393,000 | -14.4% | 41,229 | -15.7% | 1.11% | -9.1% |
| Q4 2017 | $7,470,000 | +7.1% | 48,896 | +0.5% | 1.22% | +1.1% |
| Q3 2017 | $6,978,000 | -2.9% | 48,652 | -7.3% | 1.20% | -4.5% |
| Q2 2017 | $7,184,000 | +4.0% | 52,493 | -0.1% | 1.26% | +2.0% |
| Q1 2017 | $6,910,000 | +6.2% | 52,543 | -1.7% | 1.24% | +1.5% |
| Q4 2016 | $6,507,000 | -0.2% | 53,426 | -0.3% | 1.22% | -2.6% |
| Q3 2016 | $6,521,000 | -10.5% | 53,596 | -14.3% | 1.25% | -14.4% |
| Q2 2016 | $7,287,000 | -5.4% | 62,506 | -5.9% | 1.46% | -8.2% |
| Q1 2016 | $7,700,000 | -0.1% | 66,438 | -0.1% | 1.59% | -4.3% |
| Q4 2015 | $7,704,000 | +7.6% | 66,527 | +0.2% | 1.66% | +2.7% |
| Q3 2015 | $7,158,000 | -4.0% | 66,397 | +1.4% | 1.62% | +2.3% |
| Q2 2015 | $7,457,000 | -0.7% | 65,493 | -0.6% | 1.58% | -5.7% |
| Q1 2015 | $7,510,000 | +2.1% | 65,904 | +0.0% | 1.68% | -1.7% |
| Q4 2014 | $7,354,000 | +4.5% | 65,895 | +0.0% | 1.71% | 0.0% |
| Q3 2014 | $7,038,000 | +3.7% | 65,887 | +2.1% | 1.71% | -6.9% |
| Q2 2014 | $6,788,000 | -5.5% | 64,528 | -10.3% | 1.83% | +1.4% |
| Q1 2014 | $7,182,000 | +1.6% | 71,934 | +0.5% | 1.81% | -2.3% |
| Q4 2013 | $7,070,000 | +11.2% | 71,594 | +0.6% | 1.85% | -1.4% |
| Q3 2013 | $6,358,000 | +4.2% | 71,155 | -2.0% | 1.88% | -11.3% |
| Q2 2013 | $6,099,000 | – | 72,603 | – | 2.12% | – |
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% |