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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $13,149 | -3.5% | 175,092 | -12.1% | 4.80% | -21.0% |
| Q3 2023 | $13,625 | -47.2% | 199,138 | -45.6% | 6.08% | -50.7% |
| Q2 2023 | $25,789 | +4.5% | 365,913 | -5.3% | 12.34% | +3.4% |
| Q1 2023 | $24,690 | +8.2% | 386,444 | -0.9% | 11.94% | +2.4% |
| Q4 2022 | $22,819 | -99.9% | 390,076 | +3.6% | 11.66% | -6.1% |
| Q3 2022 | $21,792,000 | -4.4% | 376,695 | -0.3% | 12.42% | +2.6% |
| Q2 2022 | $22,797,000 | -17.7% | 377,748 | +4.1% | 12.11% | -9.0% |
| Q1 2022 | $27,713,000 | -7.3% | 362,834 | +1.6% | 13.31% | -2.1% |
| Q4 2021 | $29,884,000 | +11.4% | 357,161 | -1.6% | 13.59% | +0.7% |
| Q3 2021 | $26,815,000 | -5.8% | 362,807 | -7.3% | 13.50% | -6.0% |
| Q2 2021 | $28,456,000 | +13.7% | 391,257 | +1.8% | 14.36% | +6.3% |
| Q1 2021 | $25,029,000 | -1.1% | 384,406 | -3.1% | 13.51% | -6.8% |
| Q4 2020 | $25,308,000 | +10.1% | 396,559 | +298.7% | 14.49% | -4.1% |
| Q3 2020 | $22,985,000 | +2.2% | 99,466 | -8.2% | 15.10% | -1.8% |
| Q2 2020 | $22,491,000 | +20.7% | 108,397 | -4.0% | 15.38% | +21.6% |
| Q1 2020 | $18,638,000 | -16.1% | 112,922 | -1.5% | 12.65% | -16.9% |
| Q4 2019 | $22,210,000 | +5.7% | 114,698 | -1.8% | 15.23% | -0.0% |
| Q3 2019 | $21,020,000 | -0.1% | 116,756 | -0.5% | 15.23% | -2.6% |
| Q2 2019 | $21,035,000 | +3.2% | 117,357 | -0.7% | 15.64% | +2.8% |
| Q1 2019 | $20,376,000 | +16.9% | 118,219 | +2.2% | 15.22% | +1.3% |
| Q4 2018 | $17,425,000 | -14.7% | 115,650 | +0.3% | 15.03% | -4.7% |
| Q3 2018 | $20,423,000 | +7.4% | 115,272 | -1.4% | 15.77% | +2.0% |
| Q2 2018 | $19,012,000 | +3.4% | 116,917 | -1.4% | 15.47% | +0.3% |
| Q1 2018 | $18,383,000 | -0.6% | 118,544 | -2.1% | 15.42% | +2.6% |
| Q4 2017 | $18,497,000 | +5.0% | 121,077 | -1.4% | 15.03% | -0.8% |
| Q3 2017 | $17,619,000 | -0.8% | 122,848 | -5.4% | 15.15% | -0.9% |
| Q2 2017 | $17,769,000 | +0.1% | 129,845 | -3.8% | 15.28% | -0.7% |
| Q1 2017 | $17,754,000 | -2.6% | 134,990 | -9.8% | 15.39% | -1.6% |
| Q4 2016 | $18,229,000 | -0.9% | 149,673 | -1.3% | 15.63% | -1.1% |
| Q3 2016 | $18,392,000 | +4.1% | 151,588 | +0.1% | 15.80% | -2.1% |
| Q2 2016 | $17,661,000 | +1.4% | 151,491 | +0.8% | 16.14% | -1.9% |
| Q1 2016 | $17,420,000 | +1.7% | 150,310 | +1.6% | 16.45% | -2.4% |
| Q4 2015 | $17,129,000 | +7.8% | 147,918 | +0.3% | 16.85% | +50.4% |
| Q3 2015 | $15,895,000 | -7.2% | 147,452 | -2.0% | 11.21% | -14.9% |
| Q2 2015 | $17,131,000 | +0.2% | 150,461 | +0.3% | 13.18% | +1.9% |
| Q1 2015 | $17,092,000 | +2.6% | 149,999 | +0.5% | 12.93% | -2.2% |
| Q4 2014 | $16,657,000 | – | 149,263 | – | 13.22% | – |
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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% |