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 | $10,001 | -3.5% | 146,154 | -0.6% | 0.56% | -3.5% |
| Q2 2023 | $10,359 | -16.8% | 146,978 | -24.5% | 0.58% | -19.1% |
| Q1 2023 | $12,444 | +30.1% | 194,771 | +19.1% | 0.71% | +21.9% |
| Q4 2022 | $9,568 | -99.9% | 163,554 | +13.7% | 0.58% | +1.9% |
| Q3 2022 | $8,319,000 | -1.5% | 143,802 | +2.7% | 0.57% | -2.4% |
| Q2 2022 | $8,447,000 | -18.7% | 139,976 | +2.8% | 0.59% | -10.8% |
| Q1 2022 | $10,396,000 | -26.8% | 136,107 | -19.9% | 0.66% | -23.7% |
| Q4 2021 | $14,208,000 | +26.3% | 169,839 | +11.6% | 0.86% | +16.8% |
| Q3 2021 | $11,249,000 | +2.1% | 152,191 | +0.4% | 0.74% | -0.3% |
| Q2 2021 | $11,020,000 | +8.6% | 151,520 | -2.8% | 0.74% | +5.6% |
| Q1 2021 | $10,151,000 | +189.0% | 155,904 | +183.2% | 0.70% | +127.6% |
| Q4 2020 | $3,513,000 | -34.5% | 55,045 | +137.2% | 0.31% | -39.5% |
| Q3 2020 | $5,362,000 | +9.3% | 23,203 | -1.9% | 0.51% | -1.4% |
| Q2 2020 | $4,908,000 | +22.7% | 23,654 | -2.4% | 0.52% | +5.1% |
| Q1 2020 | $4,000,000 | -33.9% | 24,232 | -22.4% | 0.49% | -17.9% |
| Q4 2019 | $6,047,000 | +5.9% | 31,230 | -1.5% | 0.60% | -0.8% |
| Q3 2019 | $5,709,000 | -21.4% | 31,714 | -21.7% | 0.60% | -23.8% |
| Q2 2019 | $7,262,000 | +38.0% | 40,516 | +32.7% | 0.79% | +30.1% |
| Q1 2019 | $5,263,000 | +7.9% | 30,536 | -5.7% | 0.61% | -5.1% |
| Q4 2018 | $4,878,000 | -99.9% | 32,373 | -50.7% | 0.64% | -3.3% |
| Q3 2018 | $5,824,492,000 | +107561.6% | 65,684 | +97.4% | 0.66% | +3.0% |
| Q2 2018 | $5,410,000 | +42.3% | 33,269 | +35.7% | 0.64% | +37.0% |
| Q1 2018 | $3,802,000 | -1.7% | 24,518 | -3.2% | 0.47% | -3.1% |
| Q4 2017 | $3,869,000 | +6.6% | 25,323 | +0.0% | 0.48% | -0.4% |
| Q3 2017 | $3,631,000 | -99.9% | 25,316 | 0.0% | 0.49% | -1.4% |
| Q2 2017 | $3,464,538,000 | -1.2% | 25,316 | -5.0% | 0.49% | -10.7% |
| Q1 2017 | $3,505,014,000 | +13436.5% | 26,650 | -87.5% | 0.55% | -87.8% |
| Q4 2016 | $25,893,000 | -99.9% | 212,603 | +9.7% | 4.53% | +2.5% |
| Q3 2016 | $23,568,156,000 | +17.5% | 193,721 | +12.6% | 4.42% | +9.5% |
| Q2 2016 | $20,057,180,000 | -22.1% | 172,046 | -22.6% | 4.04% | -22.0% |
| Q1 2016 | $25,760,574,000 | -0.7% | 222,284 | -0.8% | 5.17% | -1.9% |
| Q4 2015 | $25,950,294,000 | +17.0% | 224,095 | +8.9% | 5.27% | +24.4% |
| Q3 2015 | $22,180,464,000 | +1.6% | 205,755 | +7.3% | 4.24% | -5.0% |
| Q2 2015 | $21,826,905,000 | -3.8% | 191,699 | -3.7% | 4.46% | -5.5% |
| Q1 2015 | $22,684,943,000 | +6.8% | 199,078 | +4.6% | 4.72% | +1.2% |
| Q4 2014 | $21,241,093,000 | +17.1% | 190,332 | +12.0% | 4.67% | +9.6% |
| Q3 2014 | $18,145,101,000 | +11.2% | 169,866 | +9.5% | 4.26% | +7.1% |
| Q2 2014 | $16,320,831,000 | +13.1% | 155,155 | +7.4% | 3.98% | +5.4% |
| Q1 2014 | $14,427,972,000 | -2.3% | 144,510 | -3.3% | 3.78% | -6.0% |
| Q4 2013 | $14,763,656,000 | +16.5% | 149,505 | +5.4% | 4.02% | +5.8% |
| Q3 2013 | $12,674,692,000 | +13.9% | 141,838 | +7.0% | 3.80% | +8.0% |
| Q2 2013 | $11,132,434,000 | +42.0% | 132,513 | +39.3% | 3.52% | +33.7% |
| Q1 2013 | $7,839,035,000 | +48.8% | 95,157 | +36.8% | 2.63% | +23.9% |
| Q4 2012 | $5,267,650,000 | – | 69,549 | – | 2.12% | – |
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% |