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 | $297,767 | -6.3% | 4,352 | -3.4% | 0.04% | -9.8% |
| Q2 2023 | $317,656 | +10.4% | 4,507 | +0.1% | 0.04% | +7.9% |
| Q1 2023 | $287,746 | +9.3% | 4,504 | +0.1% | 0.04% | +5.6% |
| Q4 2022 | $263,203 | -10.2% | 4,499 | -11.3% | 0.04% | -21.7% |
| Q3 2022 | $293,000 | -98.9% | 5,072 | -98.9% | 0.05% | -98.9% |
| Q2 2022 | $27,625,000 | +6876.0% | 457,746 | +8719.8% | 4.18% | +7792.5% |
| Q1 2022 | $396,000 | -88.9% | 5,190 | -87.8% | 0.05% | -88.2% |
| Q4 2021 | $3,559,000 | +4.2% | 42,532 | -8.0% | 0.45% | -3.4% |
| Q3 2021 | $3,417,000 | +483.1% | 46,235 | +474.0% | 0.47% | +483.8% |
| Q2 2021 | $586,000 | +13.6% | 8,055 | -0.5% | 0.08% | +5.3% |
| Q4 2020 | $516,000 | -84.4% | 8,093 | -43.4% | 0.08% | -86.4% |
| Q3 2020 | $3,303,000 | +15.4% | 14,293 | +3.6% | 0.56% | +9.2% |
| Q2 2020 | $2,863,000 | +29.1% | 13,801 | +2.8% | 0.51% | -0.2% |
| Q1 2020 | $2,217,000 | +373.7% | 13,430 | +455.2% | 0.51% | +281.3% |
| Q4 2019 | $468,000 | +8.3% | 2,419 | +0.8% | 0.13% | +3.1% |
| Q3 2019 | $432,000 | -10.6% | 2,399 | -10.9% | 0.13% | -19.3% |
| Q2 2019 | $483,000 | +34.5% | 2,692 | +13.0% | 0.16% | +12.6% |
| Q4 2018 | $359,000 | -61.4% | 2,382 | -54.7% | 0.14% | -61.9% |
| Q3 2018 | $931,000 | -1.1% | 5,256 | -9.3% | 0.38% | -9.2% |
| Q2 2018 | $941,000 | +12.3% | 5,792 | +7.2% | 0.41% | -5.1% |
| Q1 2018 | $838,000 | -5.0% | 5,405 | -6.5% | 0.44% | +13.6% |
| Q4 2017 | $882,000 | +2.0% | 5,778 | -4.2% | 0.38% | -7.9% |
| Q3 2017 | $865,000 | -26.7% | 6,032 | -32.0% | 0.42% | -26.2% |
| Q2 2017 | $1,180,000 | +4.1% | 8,869 | +2.9% | 0.56% | +3.5% |
| Q1 2017 | $1,133,000 | +23.3% | 8,617 | +14.2% | 0.54% | +18.5% |
| Q4 2016 | $919,000 | – | 7,548 | – | 0.46% | – |
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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% |