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 | $14,444,053 | -6.0% | 211,109 | -3.2% | 1.54% | -20.6% |
| Q2 2023 | $15,372,383 | +8.0% | 218,109 | -2.1% | 1.94% | +26.1% |
| Q1 2023 | $14,228,017 | +5.1% | 222,696 | -3.8% | 1.54% | +0.5% |
| Q4 2022 | $13,542,673 | +5.0% | 231,499 | +3.9% | 1.53% | +7.1% |
| Q3 2022 | $12,894,000 | -7.5% | 222,885 | -3.5% | 1.43% | -2.5% |
| Q2 2022 | $13,942,000 | -18.0% | 231,012 | +3.8% | 1.47% | -8.2% |
| Q1 2022 | $16,998,000 | -7.3% | 222,549 | +1.6% | 1.60% | -4.9% |
| Q4 2021 | $18,327,000 | +8.6% | 219,039 | -4.1% | 1.68% | +6.5% |
| Q3 2021 | $16,880,000 | +0.1% | 228,380 | -1.5% | 1.58% | -0.2% |
| Q2 2021 | $16,866,000 | +9.8% | 231,905 | -1.7% | 1.58% | -1.0% |
| Q1 2021 | $15,358,000 | +0.9% | 235,872 | -1.1% | 1.60% | -7.6% |
| Q4 2020 | $15,214,000 | -6.4% | 238,390 | +238.8% | 1.73% | -22.1% |
| Q3 2020 | $16,261,000 | +4.8% | 70,368 | -5.9% | 2.22% | -2.9% |
| Q2 2020 | $15,519,000 | +25.8% | 74,796 | +0.1% | 2.29% | +6.0% |
| Q1 2020 | $12,337,000 | -19.0% | 74,745 | -5.0% | 2.16% | -15.8% |
| Q4 2019 | $15,228,000 | +8.7% | 78,642 | +1.1% | 2.56% | +1.0% |
| Q3 2019 | $14,005,000 | -0.4% | 77,791 | -0.8% | 2.54% | -3.1% |
| Q2 2019 | $14,062,000 | +5.3% | 78,453 | +1.3% | 2.62% | +0.5% |
| Q1 2019 | $13,349,000 | +14.8% | 77,446 | +0.3% | 2.60% | -2.1% |
| Q4 2018 | $11,629,000 | -7.8% | 77,181 | +8.4% | 2.66% | -7.3% |
| Q3 2018 | $12,612,000 | +11.3% | 71,187 | +2.2% | 2.87% | -5.7% |
| Q2 2018 | $11,328,000 | +0.1% | 69,665 | -4.6% | 3.04% | -6.7% |
| Q1 2018 | $11,321,000 | -58.6% | 73,008 | -59.2% | 3.26% | -54.6% |
| Q4 2017 | $27,334,000 | +7.9% | 178,921 | +1.3% | 7.18% | +1.6% |
| Q3 2017 | $25,332,000 | +6.0% | 176,625 | +1.1% | 7.07% | -0.7% |
| Q2 2017 | $23,899,000 | +6.1% | 174,638 | +1.9% | 7.12% | +2.3% |
| Q1 2017 | $22,534,000 | +28.5% | 171,337 | +19.0% | 6.96% | +33.9% |
| Q4 2016 | $17,531,000 | +6.5% | 143,947 | +6.4% | 5.20% | -3.6% |
| Q3 2016 | $16,463,000 | +32.3% | 135,322 | +26.8% | 5.39% | +17.3% |
| Q2 2016 | $12,441,000 | +26.6% | 106,720 | +25.8% | 4.59% | -9.0% |
| Q1 2016 | $9,830,000 | +4.0% | 84,820 | +3.9% | 5.05% | +6.8% |
| Q4 2015 | $9,455,000 | +9.1% | 81,647 | +1.5% | 4.73% | -5.3% |
| Q3 2015 | $8,669,000 | -15.0% | 80,421 | -10.2% | 4.99% | -2.2% |
| Q2 2015 | $10,194,000 | +10.0% | 89,528 | +10.1% | 5.10% | +7.9% |
| Q1 2015 | $9,268,000 | +2.9% | 81,336 | +0.7% | 4.73% | -0.6% |
| Q4 2014 | $9,011,000 | +3.0% | 80,741 | -1.4% | 4.76% | -5.2% |
| Q3 2014 | $8,750,000 | +5.2% | 81,915 | +3.6% | 5.02% | +4.8% |
| Q2 2014 | $8,320,000 | +2038.8% | 79,099 | +1928.2% | 4.79% | +1714.0% |
| Q1 2014 | $389,000 | – | 3,900 | – | 0.26% | – |
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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% |