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 | $6,512,790 | +11.8% | 95,188 | +15.1% | 0.18% | +12.9% |
| Q2 2023 | $5,826,306 | +22.8% | 82,666 | +11.3% | 0.16% | +18.3% |
| Q1 2023 | $4,745,833 | +0.5% | 74,281 | -8.0% | 0.13% | -9.7% |
| Q4 2022 | $4,722,258 | -2.5% | 80,723 | -3.6% | 0.14% | -15.2% |
| Q3 2022 | $4,843,000 | -7.5% | 83,709 | -3.5% | 0.17% | -4.5% |
| Q2 2022 | $5,235,000 | -59.1% | 86,759 | -48.2% | 0.18% | -52.5% |
| Q1 2022 | $12,792,000 | -52.4% | 167,478 | -47.9% | 0.38% | -51.3% |
| Q4 2021 | $26,894,000 | +25.9% | 321,431 | +11.2% | 0.77% | +14.0% |
| Q3 2021 | $21,363,000 | +1.0% | 289,047 | -0.6% | 0.68% | +1.8% |
| Q2 2021 | $21,153,000 | +16.8% | 290,840 | +4.6% | 0.67% | -0.9% |
| Q1 2021 | $18,108,000 | -10.8% | 278,104 | -12.6% | 0.67% | -17.3% |
| Q4 2020 | $20,298,000 | +8.1% | 318,056 | +291.4% | 0.81% | -7.9% |
| Q3 2020 | $18,778,000 | +38.5% | 81,265 | +24.3% | 0.88% | +18.8% |
| Q2 2020 | $13,561,000 | +89.0% | 65,357 | +50.4% | 0.74% | +58.6% |
| Q1 2020 | $7,174,000 | -35.8% | 43,465 | -24.7% | 0.47% | -20.2% |
| Q4 2019 | $11,180,000 | +66.7% | 57,733 | +54.3% | 0.59% | +43.1% |
| Q3 2019 | $6,706,000 | 0.0% | 37,411 | 0.0% | 0.41% | 0.0% |
| Q2 2019 | $6,706,000 | -5.2% | 37,411 | -8.9% | 0.41% | -17.3% |
| Q1 2019 | $7,075,000 | -26.3% | 41,050 | -35.6% | 0.50% | -40.7% |
| Q4 2018 | $9,606,000 | +23.5% | 63,751 | +45.2% | 0.84% | +47.5% |
| Q3 2018 | $7,778,000 | +9.4% | 43,898 | +5.6% | 0.57% | +4.8% |
| Q2 2018 | $7,109,000 | +60.1% | 41,581 | +45.2% | 0.54% | +52.7% |
| Q1 2018 | $4,441,000 | +67.3% | 28,641 | +64.8% | 0.36% | +53.7% |
| Q4 2017 | $2,654,000 | +2.4% | 17,375 | -3.9% | 0.23% | -22.2% |
| Q3 2017 | $2,592,000 | -31.0% | 18,072 | -34.2% | 0.30% | -39.4% |
| Q2 2017 | $3,758,000 | -4.2% | 27,463 | -7.9% | 0.49% | -14.0% |
| Q1 2017 | $3,922,000 | +10.2% | 29,823 | +2.0% | 0.57% | -14.8% |
| Q3 2016 | $3,558,000 | +82.2% | 29,245 | +74.5% | 0.67% | +50.7% |
| Q2 2016 | $1,953,000 | -3.2% | 16,756 | -3.7% | 0.44% | -19.4% |
| Q1 2016 | $2,017,000 | +266.7% | 17,402 | +266.5% | 0.55% | +211.3% |
| Q4 2015 | $550,000 | +53.2% | 4,748 | +42.5% | 0.18% | +63.9% |
| Q3 2015 | $359,000 | -18.4% | 3,332 | -13.2% | 0.11% | -16.9% |
| Q2 2015 | $440,000 | -62.2% | 3,839 | -62.3% | 0.13% | -59.5% |
| Q1 2015 | $1,164,000 | -60.2% | 10,178 | -61.4% | 0.32% | -64.9% |
| Q4 2014 | $2,923,000 | +11.9% | 26,385 | +7.9% | 0.91% | -4.3% |
| Q3 2014 | $2,612,000 | +3.1% | 24,453 | +1.5% | 0.96% | -11.0% |
| Q2 2014 | $2,534,000 | +1.9% | 24,090 | -3.3% | 1.07% | -16.3% |
| Q1 2014 | $2,486,000 | +1.0% | 24,902 | -0.1% | 1.28% | +3.7% |
| Q4 2013 | $2,462,000 | +10.7% | 24,929 | +0.2% | 1.24% | -35.4% |
| Q3 2013 | $2,224,000 | -8.3% | 24,889 | -11.1% | 1.91% | -3.1% |
| Q2 2013 | $2,424,000 | – | 27,988 | – | 1.98% | – |
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% |