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 | $969,123 | -4.4% | 14,164 | -1.6% | 1.68% | -1.2% |
| Q2 2023 | $1,014,230 | +9.9% | 14,390 | -0.4% | 1.70% | +5.3% |
| Q1 2023 | $923,264 | +105778.9% | 14,451 | -3.1% | 1.62% | -4.3% |
| Q4 2022 | $872 | -99.9% | 14,906 | +3.6% | 1.69% | -3.8% |
| Q3 2022 | $833,000 | -13.6% | 14,393 | -9.9% | 1.76% | -17.6% |
| Q2 2022 | $964,000 | -13.4% | 15,978 | +9.7% | 2.13% | -2.2% |
| Q1 2022 | $1,113,000 | -20.3% | 14,565 | -12.7% | 2.18% | +1.9% |
| Q4 2021 | $1,396,000 | +5.6% | 16,687 | -6.7% | 2.14% | -0.1% |
| Q3 2021 | $1,322,000 | -5.2% | 17,891 | -6.7% | 2.14% | -8.1% |
| Q2 2021 | $1,395,000 | +5.3% | 19,177 | -5.8% | 2.33% | -2.7% |
| Q1 2021 | $1,325,000 | +3.3% | 20,355 | +1.2% | 2.40% | +3.3% |
| Q4 2020 | $1,283,000 | -11.4% | 20,104 | +220.9% | 2.32% | -21.0% |
| Q3 2020 | $1,448,000 | +5.2% | 6,265 | -5.6% | 2.93% | -0.6% |
| Q2 2020 | $1,377,000 | +22.5% | 6,634 | -2.6% | 2.95% | +8.0% |
| Q1 2020 | $1,124,000 | -16.0% | 6,810 | -1.4% | 2.73% | -1.0% |
| Q4 2019 | $1,338,000 | -1.5% | 6,907 | -8.5% | 2.76% | -5.1% |
| Q3 2019 | $1,359,000 | -3.9% | 7,549 | -4.3% | 2.91% | +25.8% |
| Q2 2019 | $1,414,000 | +1.1% | 7,887 | -2.7% | 2.32% | +6.0% |
| Q1 2019 | $1,398,000 | +10.1% | 8,110 | -3.8% | 2.18% | +6.4% |
| Q4 2018 | $1,270,000 | -10.5% | 8,426 | +5.2% | 2.05% | -0.0% |
| Q3 2018 | $1,419,000 | -84.6% | 8,010 | -86.5% | 2.05% | -65.9% |
| Q2 2018 | $9,192,000 | 0.0% | 59,278 | 0.0% | 6.02% | 0.0% |
| Q1 2018 | $9,192,000 | +0.5% | 59,278 | -1.0% | 6.02% | -0.7% |
| Q4 2017 | $9,150,000 | +2.5% | 59,896 | -3.8% | 6.06% | -0.0% |
| Q3 2017 | $8,927,000 | +30.6% | 62,246 | +24.6% | 6.06% | +16.2% |
| Q2 2017 | $6,836,000 | -29.8% | 49,954 | -32.5% | 5.21% | -25.4% |
| Q1 2017 | $9,734,000 | +6.8% | 74,009 | -1.1% | 6.99% | -0.5% |
| Q4 2016 | $9,110,000 | -0.5% | 74,801 | -0.6% | 7.03% | -3.2% |
| Q3 2016 | $9,158,000 | +145.9% | 75,273 | +135.6% | 7.26% | +86.6% |
| Q2 2016 | $3,725,000 | -47.1% | 31,955 | -47.4% | 3.89% | -32.5% |
| Q1 2016 | $7,045,000 | +2.7% | 60,791 | +2.6% | 5.77% | -1.3% |
| Q4 2015 | $6,860,000 | +11.4% | 59,242 | +3.7% | 5.85% | +2.5% |
| Q3 2015 | $6,159,000 | -6.9% | 57,135 | -1.6% | 5.71% | -3.0% |
| Q2 2015 | $6,615,000 | +3.5% | 58,093 | +3.6% | 5.88% | +1.7% |
| Q1 2015 | $6,391,000 | – | 56,086 | – | 5.78% | – |
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% |