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 2021 | $600,000 | +1.5% | 8,120 | 0.0% | 0.28% | -3.8% |
| Q2 2021 | $591,000 | +11.7% | 8,120 | 0.0% | 0.29% | -1.7% |
| Q1 2021 | $529,000 | +2.1% | 8,120 | 0.0% | 0.29% | -6.1% |
| Q4 2020 | $518,000 | +10.4% | 8,120 | +300.0% | 0.31% | -4.6% |
| Q3 2020 | $469,000 | +11.4% | 2,030 | 0.0% | 0.33% | +1.5% |
| Q2 2020 | $421,000 | +25.7% | 2,030 | 0.0% | 0.32% | +32.4% |
| Q1 2020 | $335,000 | -14.8% | 2,030 | 0.0% | 0.24% | -5.8% |
| Q4 2019 | $393,000 | +7.7% | 2,030 | 0.0% | 0.26% | 0.0% |
| Q3 2019 | $365,000 | +0.3% | 2,030 | 0.0% | 0.26% | +2.0% |
| Q2 2019 | $364,000 | +4.0% | 2,030 | 0.0% | 0.25% | -4.5% |
| Q1 2019 | $350,000 | +14.4% | 2,030 | 0.0% | 0.27% | -2.9% |
| Q4 2018 | $306,000 | -15.0% | 2,030 | 0.0% | 0.27% | +1.9% |
| Q3 2018 | $360,000 | +9.1% | 2,030 | 0.0% | 0.27% | +5.5% |
| Q2 2018 | $330,000 | +4.8% | 2,030 | 0.0% | 0.26% | -0.4% |
| Q1 2018 | $315,000 | +1.6% | 2,030 | 0.0% | 0.26% | +4.5% |
| Q4 2017 | $310,000 | +6.5% | 2,030 | 0.0% | 0.24% | -3.9% |
| Q3 2017 | $291,000 | +4.7% | 2,030 | 0.0% | 0.26% | +14.9% |
| Q2 2017 | $278,000 | +4.1% | 2,030 | 0.0% | 0.22% | +3.7% |
| Q1 2017 | $267,000 | +8.1% | 2,030 | 0.0% | 0.21% | -1.4% |
| Q4 2016 | $247,000 | 0.0% | 2,030 | 0.0% | 0.22% | +0.5% |
| Q3 2016 | $247,000 | +4.2% | 2,030 | 0.0% | 0.22% | +0.9% |
| Q2 2016 | $237,000 | +0.9% | 2,030 | 0.0% | 0.21% | +19.6% |
| Q1 2016 | $235,000 | 0.0% | 2,030 | 0.0% | 0.18% | -2.7% |
| Q4 2015 | $235,000 | +7.3% | 2,030 | 0.0% | 0.18% | -9.4% |
| Q3 2015 | $219,000 | -5.2% | 2,030 | 0.0% | 0.20% | -3.3% |
| Q2 2015 | $231,000 | – | 2,030 | – | 0.21% | – |
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% |