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 | $221,339 | +2.4% | 3,235 | +5.4% | 0.03% | +3.1% |
| Q2 2023 | $216,233 | +10.3% | 3,068 | 0.0% | 0.03% | +3.2% |
| Q1 2023 | $196,015 | +9.2% | 3,068 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $179,478 | +1.4% | 3,068 | 0.0% | 0.03% | -8.8% |
| Q3 2022 | $177,000 | -4.3% | 3,068 | 0.0% | 0.03% | -5.6% |
| Q2 2022 | $185,000 | -20.9% | 3,068 | 0.0% | 0.04% | -16.3% |
| Q1 2022 | $234,000 | -13.3% | 3,068 | -5.0% | 0.04% | -15.7% |
| Q4 2021 | $270,000 | +10.2% | 3,228 | -2.8% | 0.05% | +4.1% |
| Q3 2021 | $245,000 | +1.7% | 3,320 | 0.0% | 0.05% | -2.0% |
| Q2 2021 | $241,000 | +2.6% | 3,320 | -8.0% | 0.05% | -3.8% |
| Q1 2021 | $235,000 | +2.2% | 3,608 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $230,000 | +7.5% | 3,608 | +289.2% | 0.05% | 0.0% |
| Q3 2020 | $214,000 | +11.5% | 927 | 0.0% | 0.05% | +4.0% |
| Q2 2020 | $192,000 | +25.5% | 927 | 0.0% | 0.05% | +13.6% |
| Q1 2020 | $153,000 | -15.0% | 927 | 0.0% | 0.04% | +4.8% |
| Q4 2019 | $180,000 | +7.8% | 927 | 0.0% | 0.04% | -2.3% |
| Q3 2019 | $167,000 | -29.8% | 927 | -30.1% | 0.04% | -28.3% |
| Q2 2019 | $238,000 | +3.9% | 1,327 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $229,000 | +12.8% | 1,327 | -1.5% | 0.06% | +9.1% |
| Q4 2018 | $203,000 | -15.1% | 1,347 | 0.0% | 0.06% | -12.7% |
| Q3 2018 | $239,000 | +9.1% | 1,347 | 0.0% | 0.06% | +5.0% |
| Q2 2018 | $219,000 | +7.9% | 1,347 | +3.1% | 0.06% | +7.1% |
| Q1 2018 | $203,000 | +1.5% | 1,307 | 0.0% | 0.06% | -1.8% |
| Q4 2017 | $200,000 | +102.0% | 1,307 | +89.4% | 0.06% | +90.0% |
| Q3 2017 | $99,000 | +5.3% | 690 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $94,000 | +3.3% | 690 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $91,000 | +8.3% | 690 | 0.0% | 0.03% | +3.4% |
| Q4 2016 | $84,000 | 0.0% | 690 | 0.0% | 0.03% | +3.6% |
| Q3 2016 | $84,000 | +147.1% | 690 | +137.9% | 0.03% | +133.3% |
| Q2 2016 | $34,000 | 0.0% | 290 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $34,000 | 0.0% | 290 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $34,000 | +9.7% | 290 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $31,000 | 0.0% | 290 | +7.4% | 0.01% | 0.0% |
| Q2 2015 | $31,000 | +121.4% | 270 | +125.0% | 0.01% | +140.0% |
| Q1 2015 | $14,000 | +7.7% | 120 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $13,000 | 0.0% | 120 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $13,000 | 0.0% | 120 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $13,000 | +8.3% | 120 | 0.0% | 0.01% | -16.7% |
| Q1 2014 | $12,000 | -50.0% | 120 | -50.0% | 0.01% | -14.3% |
| Q4 2013 | $24,000 | +118.2% | 240 | +100.0% | 0.01% | 0.0% |
| Q3 2013 | $11,000 | +10.0% | 120 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $10,000 | 0.0% | 120 | 0.0% | 0.01% | 0.0% |
| Q1 2013 | $10,000 | +11.1% | 120 | 0.0% | 0.01% | 0.0% |
| Q4 2012 | $9,000 | – | 120 | – | 0.01% | – |
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% |