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 | $19,782,890 | -71.8% | 289,138 | -51.6% | 0.89% | -42.2% |
| Q2 2023 | $70,094,705 | +38.5% | 597,056 | +93.8% | 1.54% | -30.1% |
| Q1 2023 | $50,627,022 | +566387.9% | 308,101 | +467.2% | 2.20% | +821.8% |
| Q4 2022 | $8,937 | -99.9% | 54,319 | -48.1% | 0.24% | -46.7% |
| Q3 2022 | $17,201,000 | +11.3% | 104,621 | +11.3% | 0.45% | -7.8% |
| Q2 2022 | $15,453,000 | -81.2% | 93,997 | -81.2% | 0.49% | -52.5% |
| Q1 2022 | $82,176,000 | +116.0% | 499,941 | +10.1% | 1.02% | +37.8% |
| Q4 2021 | $38,042,000 | +55.5% | 454,253 | +37.7% | 0.74% | +51.9% |
| Q3 2021 | $24,458,000 | +62.7% | 329,932 | +59.7% | 0.49% | +57.2% |
| Q2 2021 | $15,029,000 | +10.1% | 206,643 | -1.5% | 0.31% | +16.9% |
| Q1 2021 | $13,654,000 | -0.4% | 209,715 | -2.3% | 0.27% | -52.2% |
| Q4 2020 | $13,707,000 | -4.6% | 214,666 | +245.1% | 0.56% | -35.1% |
| Q3 2020 | $14,363,000 | -6.6% | 62,203 | -17.5% | 0.86% | -29.6% |
| Q2 2020 | $15,370,000 | +34.5% | 75,416 | +10.6% | 1.22% | +5.5% |
| Q1 2020 | $11,431,000 | -32.5% | 68,199 | -21.5% | 1.15% | -9.3% |
| Q4 2019 | $16,926,000 | +0.8% | 86,929 | -7.2% | 1.27% | +13.1% |
| Q3 2019 | $16,788,000 | +1321.5% | 93,651 | +1265.2% | 1.12% | +598.8% |
| Q1 2019 | $1,181,000 | -91.7% | 6,860 | -92.8% | 0.16% | -81.5% |
| Q4 2018 | $14,243,000 | +10.3% | 95,484 | +31.0% | 0.87% | +64.7% |
| Q3 2018 | $12,918,000 | +4.1% | 72,913 | -4.4% | 0.53% | +1.0% |
| Q2 2018 | $12,405,000 | +40.8% | 76,286 | +32.3% | 0.52% | +30.8% |
| Q1 2018 | $8,808,000 | 0.0% | 57,652 | 0.0% | 0.40% | 0.0% |
| Q4 2017 | $8,808,000 | +1.2% | 57,652 | -5.0% | 0.40% | +15.3% |
| Q3 2017 | $8,704,000 | +25.8% | 60,686 | +20.0% | 0.35% | +18.1% |
| Q2 2017 | $6,920,000 | +50.4% | 50,569 | +44.6% | 0.29% | +46.5% |
| Q1 2017 | $4,600,000 | +17.9% | 34,976 | +9.1% | 0.20% | +6.4% |
| Q4 2016 | $3,903,000 | +68.5% | 32,046 | +68.3% | 0.19% | +56.7% |
| Q3 2016 | $2,316,000 | +12.5% | 19,037 | +7.8% | 0.12% | +4.3% |
| Q2 2016 | $2,059,000 | +74.3% | 17,658 | +157.4% | 0.12% | -28.6% |
| Q1 2016 | $1,181,000 | -67.0% | 6,860 | -77.8% | 0.16% | -32.9% |
| Q4 2015 | $3,580,000 | – | 30,919 | – | 0.24% | – |
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% |