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 | $8,490,445 | +52.9% | 123,551 | +54.8% | 0.19% | +66.1% |
| Q2 2023 | $5,554,094 | +29.3% | 79,823 | +19.9% | 0.11% | +33.3% |
| Q1 2023 | $4,296,485 | +17.1% | 66,561 | +6.2% | 0.08% | +13.5% |
| Q4 2022 | $3,670,238 | -18.8% | 62,686 | -21.0% | 0.07% | -28.8% |
| Q3 2022 | $4,521,000 | -15.7% | 79,306 | -6.2% | 0.10% | -12.6% |
| Q2 2022 | $5,363,000 | +6.5% | 84,569 | +21.8% | 0.12% | +20.2% |
| Q1 2022 | $5,036,000 | -91.4% | 69,426 | -90.5% | 0.10% | -90.1% |
| Q4 2021 | $58,350,000 | +65.2% | 730,011 | +54.7% | 1.00% | +58.0% |
| Q3 2021 | $35,319,000 | +275.8% | 471,865 | +275.7% | 0.64% | +278.6% |
| Q2 2021 | $9,398,000 | +208.9% | 125,611 | +168.9% | 0.17% | +43.6% |
| Q1 2021 | $3,042,000 | -79.0% | 46,715 | -79.4% | 0.12% | -79.7% |
| Q4 2020 | $14,480,000 | -20.9% | 226,882 | +186.5% | 0.58% | -32.0% |
| Q3 2020 | $18,302,000 | +150.3% | 79,200 | +124.7% | 0.85% | +85.5% |
| Q2 2020 | $7,312,000 | +182.4% | 35,242 | +124.6% | 0.46% | +206.0% |
| Q1 2020 | $2,589,000 | -34.9% | 15,688 | -23.6% | 0.15% | -26.2% |
| Q4 2019 | $3,976,000 | +27.6% | 20,535 | +18.6% | 0.20% | +19.5% |
| Q3 2019 | $3,117,000 | +47.0% | 17,313 | +46.3% | 0.17% | +37.4% |
| Q2 2019 | $2,121,000 | -61.0% | 11,831 | -62.5% | 0.12% | -65.2% |
| Q1 2019 | $5,438,000 | -12.1% | 31,552 | -23.2% | 0.35% | -24.9% |
| Q4 2018 | $6,189,000 | -29.9% | 41,078 | -17.6% | 0.47% | -30.1% |
| Q3 2018 | $8,834,000 | +93.5% | 49,862 | +77.6% | 0.67% | +68.8% |
| Q2 2018 | $4,566,000 | +14.1% | 28,080 | +8.8% | 0.40% | +9.6% |
| Q1 2018 | $4,001,000 | +16.6% | 25,803 | +14.9% | 0.36% | +17.9% |
| Q4 2017 | $3,431,000 | -44.3% | 22,455 | -47.7% | 0.31% | -44.8% |
| Q3 2017 | $6,157,000 | +189.3% | 42,930 | +176.1% | 0.56% | +174.9% |
| Q2 2017 | $2,128,000 | -31.9% | 15,551 | -34.6% | 0.20% | -35.8% |
| Q1 2017 | $3,126,000 | -74.9% | 23,768 | -76.8% | 0.32% | -76.9% |
| Q4 2016 | $12,465,000 | +29.3% | 102,351 | +29.2% | 1.37% | +29.0% |
| Q3 2016 | $9,637,000 | +80.9% | 79,209 | +73.3% | 1.06% | +52.4% |
| Q2 2016 | $5,328,000 | +56.6% | 45,701 | +55.6% | 0.70% | +35.7% |
| Q1 2016 | $3,403,000 | +2439.6% | 29,371 | +2261.0% | 0.51% | +2037.5% |
| Q3 2015 | $134,000 | -43.9% | 1,244 | -40.6% | 0.02% | -20.0% |
| Q2 2015 | $239,000 | – | 2,095 | – | 0.03% | – |
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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% |