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 | $59,054,121 | +49.5% | 863,112 | +54.0% | 0.51% | +53.6% |
| Q2 2023 | $39,489,243 | +16.0% | 560,290 | +5.1% | 0.33% | +11.4% |
| Q1 2023 | $34,047,301 | -10.7% | 532,905 | -18.2% | 0.30% | -15.6% |
| Q4 2022 | $38,125,146 | +71.5% | 651,712 | +69.6% | 0.35% | -20.5% |
| Q3 2022 | $22,232,000 | +15.1% | 384,296 | +20.1% | 0.44% | +44.6% |
| Q2 2022 | $19,310,000 | -27.1% | 319,972 | -7.7% | 0.31% | -19.2% |
| Q1 2022 | $26,472,000 | +8.1% | 346,585 | +18.4% | 0.38% | +8.3% |
| Q4 2021 | $24,484,000 | +24.0% | 292,623 | +9.6% | 0.35% | +11.8% |
| Q3 2021 | $19,739,000 | +0.8% | 267,065 | -0.8% | 0.31% | 0.0% |
| Q2 2021 | $19,581,000 | -4.8% | 269,223 | -14.8% | 0.31% | -22.5% |
| Q1 2021 | $20,575,000 | -23.9% | 315,998 | -25.4% | 0.40% | -24.3% |
| Q4 2020 | $27,027,000 | +368.2% | 423,493 | +1595.4% | 0.54% | +13.1% |
| Q3 2020 | $5,772,000 | +71.1% | 24,979 | +53.7% | 0.47% | +51.6% |
| Q2 2020 | $3,373,000 | +123.5% | 16,255 | +77.8% | 0.31% | +68.6% |
| Q1 2020 | $1,509,000 | +14.0% | 9,144 | +34.0% | 0.18% | +39.1% |
| Q4 2019 | $1,324,000 | -5.9% | 6,826 | -12.7% | 0.13% | -22.2% |
| Q3 2019 | $1,407,000 | +6.2% | 7,816 | +5.7% | 0.17% | 0.0% |
| Q2 2019 | $1,325,000 | +7.7% | 7,394 | +3.4% | 0.17% | -1.7% |
| Q1 2019 | $1,230,000 | -15.5% | 7,149 | -25.8% | 0.17% | -26.9% |
| Q4 2018 | $1,456,000 | -22.3% | 9,635 | -8.8% | 0.24% | -11.9% |
| Q3 2018 | $1,874,000 | +26.4% | 10,568 | +15.9% | 0.27% | +3.4% |
| Q2 2018 | $1,483,000 | +9.4% | 9,121 | +4.0% | 0.26% | +2.8% |
| Q1 2018 | $1,356,000 | -3.6% | 8,769 | -4.9% | 0.25% | -1.6% |
| Q4 2017 | $1,407,000 | +35.2% | 9,222 | +26.8% | 0.26% | +11.7% |
| Q3 2017 | $1,041,000 | +3.4% | 7,274 | -1.4% | 0.23% | -6.5% |
| Q2 2017 | $1,007,000 | +9.8% | 7,380 | +5.8% | 0.25% | -2.4% |
| Q1 2017 | $917,000 | +34.9% | 6,973 | +24.8% | 0.25% | +11.5% |
| Q4 2016 | $680,000 | +86.3% | 5,589 | +85.8% | 0.23% | +44.6% |
| Q3 2016 | $365,000 | +29.0% | 3,008 | +24.7% | 0.16% | +41.4% |
| Q2 2016 | $283,000 | +20.4% | 2,413 | +19.8% | 0.11% | +8.8% |
| Q1 2016 | $235,000 | -24.4% | 2,015 | -24.6% | 0.10% | -28.7% |
| Q4 2015 | $311,000 | – | 2,671 | – | 0.14% | – |
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% |