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 | $2,104,918 | -2.5% | 30,765 | -0.9% | 1.44% | +1.5% |
| Q2 2023 | $2,159,113 | +7.0% | 31,031 | -0.7% | 1.42% | -1.2% |
| Q1 2023 | $2,017,261 | +10.1% | 31,241 | -0.3% | 1.43% | +6.5% |
| Q4 2022 | $1,832,497 | +1.6% | 31,325 | +2.1% | 1.35% | -3.3% |
| Q3 2022 | $1,804,000 | -5.1% | 30,692 | -2.5% | 1.39% | +1.5% |
| Q2 2022 | $1,900,000 | -18.1% | 31,475 | -1.6% | 1.37% | -5.3% |
| Q1 2022 | $2,320,000 | -13.6% | 31,984 | -0.3% | 1.45% | -4.3% |
| Q4 2021 | $2,684,000 | +12.9% | 32,084 | -0.3% | 1.51% | +5.9% |
| Q3 2021 | $2,378,000 | +0.4% | 32,175 | -1.2% | 1.43% | +2.1% |
| Q2 2021 | $2,369,000 | +5.2% | 32,573 | -5.8% | 1.40% | +5.7% |
| Q1 2021 | $2,251,000 | -4.9% | 34,572 | -6.7% | 1.32% | -8.3% |
| Q4 2020 | $2,366,000 | +10.0% | 37,068 | +298.3% | 1.44% | -13.8% |
| Q3 2020 | $2,150,000 | +23.4% | 9,306 | +10.8% | 1.67% | +16.4% |
| Q2 2020 | $1,743,000 | +0.2% | 8,402 | -20.3% | 1.44% | -15.6% |
| Q1 2020 | $1,740,000 | -30.0% | 10,540 | -17.9% | 1.70% | +5.8% |
| Q4 2019 | $2,487,000 | +3.1% | 12,841 | -4.2% | 1.61% | -2.8% |
| Q3 2019 | $2,413,000 | -87.1% | 13,405 | -87.1% | 1.66% | -87.2% |
| Q2 2019 | $18,688,000 | +5.4% | 104,263 | +1.4% | 12.97% | +1.6% |
| Q1 2019 | $17,728,000 | +51.3% | 102,855 | +32.2% | 12.76% | +19.4% |
| Q4 2018 | $11,720,000 | -37.9% | 77,785 | -27.0% | 10.68% | -17.3% |
| Q3 2018 | $18,883,000 | +111.6% | 106,580 | +94.2% | 12.92% | +36.0% |
| Q2 2018 | $8,923,000 | -49.7% | 54,874 | -52.0% | 9.50% | -30.6% |
| Q1 2018 | $17,742,000 | +0.4% | 114,414 | -1.1% | 13.68% | +9.5% |
| Q4 2017 | $17,674,000 | +3.7% | 115,692 | -2.6% | 12.50% | -0.6% |
| Q3 2017 | $17,039,000 | +7.7% | 118,806 | +2.8% | 12.58% | +2.3% |
| Q2 2017 | $15,823,000 | +21.0% | 115,626 | +16.3% | 12.29% | +23.2% |
| Q1 2017 | $13,075,000 | +9.5% | 99,413 | +1.4% | 9.98% | +2.8% |
| Q4 2016 | $11,943,000 | -15.9% | 98,064 | -16.0% | 9.70% | -24.7% |
| Q3 2016 | $14,204,000 | +5.7% | 116,750 | +1.3% | 12.89% | +1.8% |
| Q2 2016 | $13,440,000 | -0.1% | 115,289 | -0.7% | 12.66% | -2.3% |
| Q1 2016 | $13,451,000 | +1.2% | 116,071 | +1.1% | 12.97% | -1.1% |
| Q4 2015 | $13,294,000 | – | 114,804 | – | 13.12% | – |
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% |