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 | $65,713,927 | +1.3% | 960,449 | +4.4% | 6.12% | +5.2% |
| Q2 2023 | $64,855,076 | +25.0% | 920,191 | +13.4% | 5.82% | +19.2% |
| Q1 2023 | $51,865,667 | +23.0% | 811,796 | +12.6% | 4.88% | +12.9% |
| Q4 2022 | $42,165,836 | -99.9% | 720,783 | -0.7% | 4.32% | -7.3% |
| Q3 2022 | $42,006,677,000 | +11.3% | 726,131 | +16.1% | 4.66% | +12.2% |
| Q2 2022 | $37,737,950,000 | -18.9% | 625,318 | +2.6% | 4.15% | -6.1% |
| Q1 2022 | $46,538,847,000 | -8.1% | 609,346 | +1.2% | 4.42% | -6.1% |
| Q4 2021 | $50,622,659,000 | +12.4% | 602,168 | -1.3% | 4.71% | +10.3% |
| Q3 2021 | $45,034,741,000 | -0.1% | 610,366 | -0.6% | 4.27% | -2.1% |
| Q2 2021 | $45,080,576,000 | +15.8% | 613,814 | +2.5% | 4.36% | +9.4% |
| Q1 2021 | $38,945,958,000 | +6.5% | 598,829 | +4.4% | 3.98% | -3.6% |
| Q4 2020 | $36,579,291,000 | +9.0% | 573,686 | +294.9% | 4.13% | -3.0% |
| Q3 2020 | $33,568,943,000 | +9.1% | 145,269 | -2.1% | 4.26% | +1.4% |
| Q2 2020 | $30,781,153,000 | +25.0% | 148,350 | -0.5% | 4.20% | +4.6% |
| Q1 2020 | $24,618,376,000 | -1.7% | 149,157 | +6.7% | 4.02% | +30.2% |
| Q2 2019 | $25,056,860,000 | +11.4% | 139,795 | +7.1% | 3.08% | +1.2% |
| Q1 2019 | $22,487,832,000 | +3322.4% | 130,470 | +2891.7% | 3.05% | +2977.8% |
| Q4 2018 | $657,071,000 | -97.1% | 4,361 | -96.6% | 0.10% | -96.9% |
| Q3 2018 | $22,891,201,000 | -16.7% | 129,204 | -23.5% | 3.16% | -20.9% |
| Q2 2018 | $27,473,110,000 | +98912.9% | 168,951 | -5.6% | 3.99% | -7.7% |
| Q1 2018 | $27,747,000 | +2.9% | 178,929 | +1.4% | 4.32% | -5.1% |
| Q4 2017 | $26,968,000 | +12.4% | 176,529 | +5.6% | 4.55% | +5.2% |
| Q3 2017 | $23,983,000 | +4.7% | 167,223 | -0.1% | 4.32% | -1.2% |
| Q2 2017 | $22,914,000 | +12.9% | 167,441 | +8.5% | 4.38% | +29.3% |
| Q1 2017 | $20,293,000 | +25.5% | 154,295 | +16.2% | 3.39% | +14.5% |
| Q4 2016 | $16,171,000 | +4.8% | 132,775 | +4.6% | 2.96% | -1.1% |
| Q3 2016 | $15,436,000 | +9.2% | 126,877 | +4.6% | 2.99% | +13.0% |
| Q2 2016 | $14,140,000 | +5.6% | 121,287 | +4.9% | 2.65% | +1.5% |
| Q1 2016 | $13,393,000 | +326.3% | 115,570 | +325.9% | 2.61% | +295.0% |
| Q4 2015 | $3,142,000 | +22.4% | 27,133 | +13.9% | 0.66% | +13.6% |
| Q3 2015 | $2,567,000 | +5.8% | 23,816 | +11.8% | 0.58% | +4.9% |
| Q2 2015 | $2,426,000 | -0.5% | 21,308 | -0.4% | 0.55% | +0.2% |
| Q1 2015 | $2,437,000 | +18.0% | 21,390 | +15.5% | 0.55% | +132.4% |
| Q4 2014 | $2,066,000 | +3.1% | 18,516 | -1.3% | 0.24% | -49.9% |
| Q3 2014 | $2,004,000 | +7.1% | 18,759 | +5.4% | 0.48% | +6.3% |
| Q2 2014 | $1,872,000 | +3.4% | 17,797 | -1.8% | 0.45% | -8.6% |
| Q1 2014 | $1,810,000 | +7.7% | 18,127 | +6.5% | 0.49% | -3.9% |
| Q4 2013 | $1,681,000 | +18.0% | 17,028 | +6.8% | 0.51% | +10.4% |
| Q3 2013 | $1,424,000 | +9.5% | 15,939 | +3.0% | 0.46% | +2.2% |
| Q2 2013 | $1,300,000 | +314.0% | 15,477 | +306.2% | 0.45% | +302.7% |
| Q1 2013 | $314,000 | +8.7% | 3,810 | 0.0% | 0.11% | -2.6% |
| Q4 2012 | $289,000 | -4.3% | 3,810 | -1.7% | 0.12% | +3.6% |
| Q3 2012 | $302,000 | -48.0% | 3,876 | -50.9% | 0.11% | -41.9% |
| Q2 2012 | $581,000 | +127.8% | 7,902 | +133.4% | 0.19% | +144.9% |
| Q1 2012 | $255,000 | +11.8% | 3,386 | 0.0% | 0.08% | +6.8% |
| Q4 2011 | $228,000 | -71.3% | 3,386 | -73.9% | 0.07% | -74.8% |
| Q3 2011 | $794,000 | -12.6% | 12,966 | -0.8% | 0.29% | +2.8% |
| Q2 2011 | $908,000 | +289.7% | 13,072 | +286.1% | 0.28% | +248.1% |
| Q1 2011 | $233,000 | +5.0% | 3,386 | 0.0% | 0.08% | -33.6% |
| Q4 2010 | $222,000 | – | 3,386 | – | 0.12% | – |
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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% |