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 | $18,901,483 | -4.7% | 276,257 | -1.8% | 3.14% | -2.2% |
| Q2 2023 | $19,837,558 | +7.2% | 281,464 | -2.9% | 3.21% | -2.3% |
| Q1 2023 | $18,513,715 | +8.4% | 289,775 | -0.7% | 3.28% | +0.1% |
| Q4 2022 | $17,079,438 | -2.3% | 291,956 | -3.4% | 3.28% | -10.9% |
| Q3 2022 | $17,476,000 | +2.6% | 302,090 | +7.1% | 3.68% | +1.7% |
| Q2 2022 | $17,031,000 | -18.8% | 282,193 | +2.7% | 3.62% | -8.3% |
| Q1 2022 | $20,980,000 | -11.1% | 274,685 | -2.7% | 3.95% | -13.4% |
| Q4 2021 | $23,610,000 | +11.1% | 282,180 | -1.9% | 4.56% | +4.7% |
| Q3 2021 | $21,254,000 | -2.5% | 287,563 | -4.0% | 4.35% | -11.2% |
| Q2 2021 | $21,789,000 | +7.9% | 299,588 | -3.4% | 4.90% | -0.5% |
| Q1 2021 | $20,187,000 | -9.7% | 310,037 | -11.5% | 4.93% | -12.6% |
| Q4 2020 | $22,347,000 | +33.5% | 350,142 | +383.3% | 5.64% | -6.5% |
| Q3 2020 | $16,740,000 | +9.0% | 72,443 | -2.1% | 6.03% | +1.6% |
| Q2 2020 | $15,351,000 | +8.0% | 73,980 | -14.1% | 5.94% | -10.0% |
| Q1 2020 | $14,215,000 | -19.4% | 86,120 | -5.5% | 6.59% | +2.9% |
| Q4 2019 | $17,641,000 | +6.2% | 91,100 | -1.3% | 6.41% | -0.8% |
| Q3 2019 | $16,611,000 | -1.6% | 92,263 | -2.0% | 6.46% | -3.4% |
| Q2 2019 | $16,873,000 | +5.1% | 94,133 | +1.1% | 6.69% | +0.1% |
| Q1 2019 | $16,047,000 | +0.4% | 93,102 | -12.2% | 6.68% | -16.4% |
| Q4 2018 | $15,981,000 | -9.6% | 106,061 | +6.4% | 8.00% | +2.6% |
| Q3 2018 | $17,669,000 | +8.0% | 99,728 | -0.9% | 7.80% | +3.2% |
| Q2 2018 | $16,363,000 | +5.5% | 100,621 | +0.6% | 7.55% | +2.0% |
| Q1 2018 | $15,504,000 | +1.5% | 99,980 | -0.0% | 7.40% | -3.5% |
| Q4 2017 | $15,276,000 | +7.0% | 99,989 | +0.5% | 7.67% | +1.6% |
| Q3 2017 | $14,276,000 | +5.7% | 99,540 | +0.8% | 7.55% | +0.9% |
| Q2 2017 | $13,511,000 | +6.7% | 98,727 | +2.5% | 7.48% | +2.2% |
| Q1 2017 | $12,666,000 | +8.3% | 96,300 | +0.3% | 7.32% | +2.8% |
| Q4 2016 | $11,692,000 | +4.1% | 95,995 | +4.0% | 7.12% | -2.5% |
| Q3 2016 | $11,229,000 | +10.6% | 92,295 | +6.0% | 7.30% | +3.0% |
| Q2 2016 | $10,151,000 | +3.0% | 87,072 | +2.4% | 7.08% | -4.1% |
| Q1 2016 | $9,858,000 | +8.9% | 85,055 | +8.8% | 7.38% | -0.1% |
| Q4 2015 | $9,049,000 | +8.0% | 78,140 | +0.5% | 7.39% | +8.5% |
| Q3 2015 | $8,378,000 | -4.9% | 77,718 | +0.4% | 6.81% | +3.3% |
| Q2 2015 | $8,814,000 | +1.4% | 77,410 | +1.5% | 6.60% | -0.3% |
| Q1 2015 | $8,689,000 | +4.5% | 76,248 | +2.3% | 6.62% | +3.1% |
| Q4 2014 | $8,317,000 | +4.5% | 74,517 | +0.0% | 6.42% | +1.0% |
| Q3 2014 | $7,958,000 | +3.8% | 74,493 | +2.2% | 6.36% | +5.9% |
| Q2 2014 | $7,664,000 | +7.6% | 72,855 | +2.1% | 6.00% | -1.3% |
| Q1 2014 | $7,122,000 | +4.1% | 71,325 | +3.0% | 6.08% | +2.7% |
| Q4 2013 | $6,841,000 | – | 69,270 | – | 5.92% | – |
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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% |