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 | $15,522,400 | -11.3% | 226,869 | -8.6% | 0.48% | -10.2% |
| Q2 2023 | $17,490,433 | -68.0% | 248,162 | -71.0% | 0.53% | -69.9% |
| Q1 2023 | $54,603,402 | -36.0% | 854,647 | -41.4% | 1.77% | -39.6% |
| Q4 2022 | $85,355,085 | +6.4% | 1,459,061 | +5.3% | 2.93% | -21.7% |
| Q3 2022 | $80,193,000 | +0.2% | 1,386,218 | +4.6% | 3.74% | -0.5% |
| Q2 2022 | $79,995,000 | -21.5% | 1,325,525 | -0.6% | 3.76% | -13.5% |
| Q1 2022 | $101,887,000 | -2.1% | 1,333,954 | +7.3% | 4.35% | +7.1% |
| Q4 2021 | $104,055,000 | +21.1% | 1,243,633 | +7.1% | 4.06% | -1.9% |
| Q3 2021 | $85,896,000 | +0.6% | 1,161,098 | -1.0% | 4.14% | -8.5% |
| Q2 2021 | $85,354,000 | +19.4% | 1,172,474 | +6.9% | 4.52% | +11.3% |
| Q1 2021 | $71,508,000 | +14.7% | 1,096,982 | +12.6% | 4.07% | +6.5% |
| Q4 2020 | $62,331,000 | +12.1% | 974,023 | +304.7% | 3.82% | -1.7% |
| Q3 2020 | $55,611,000 | +29.3% | 240,687 | +16.2% | 3.88% | +9.6% |
| Q2 2020 | $42,996,000 | +26.7% | 207,218 | +0.8% | 3.54% | -2.6% |
| Q1 2020 | $33,929,000 | +8.3% | 205,566 | +27.0% | 3.64% | +68.2% |
| Q4 2019 | $31,340,000 | +2.6% | 161,845 | -4.6% | 2.16% | +1.0% |
| Q3 2019 | $30,547,000 | -20.4% | 169,679 | -20.7% | 2.14% | -25.4% |
| Q2 2019 | $38,369,000 | +4.0% | 214,067 | +0.0% | 2.87% | -3.1% |
| Q1 2019 | $36,883,000 | +7.6% | 213,991 | -5.9% | 2.96% | -26.7% |
| Q4 2018 | $34,266,000 | -15.2% | 227,427 | -0.3% | 4.04% | +10.4% |
| Q3 2018 | $40,397,000 | +2.7% | 228,013 | -5.7% | 3.66% | -2.7% |
| Q2 2018 | $39,339,000 | +6.1% | 241,920 | +1.1% | 3.76% | -4.2% |
| Q1 2018 | $37,091,000 | +1.7% | 239,191 | +0.2% | 3.92% | -33.7% |
| Q4 2017 | $36,478,000 | +8.3% | 238,780 | +1.7% | 5.92% | +2.9% |
| Q3 2017 | $33,675,000 | +4.4% | 234,802 | -0.4% | 5.75% | -3.9% |
| Q2 2017 | $32,271,000 | +1.7% | 235,810 | -2.2% | 5.99% | +1.4% |
| Q1 2017 | $31,726,000 | +24.4% | 241,228 | +15.2% | 5.91% | +0.1% |
| Q4 2016 | $25,510,000 | +8.0% | 209,457 | +7.9% | 5.90% | +0.1% |
| Q3 2016 | $23,616,000 | +21.5% | 194,112 | +20.2% | 5.89% | -6.6% |
| Q2 2016 | $19,439,000 | -8.0% | 161,516 | -11.4% | 6.31% | -16.6% |
| Q1 2016 | $21,126,000 | -43.6% | 182,295 | -43.6% | 7.57% | -43.7% |
| Q4 2015 | $37,453,000 | +4.7% | 323,429 | -2.5% | 13.44% | +12.5% |
| Q3 2015 | $35,768,000 | – | 331,798 | – | 11.95% | – |
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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% |