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 | $11,843,263 | +2.2% | 173,097 | +5.3% | 1.48% | +4.4% |
| Q2 2023 | $11,588,228 | +9.9% | 164,419 | -0.4% | 1.42% | -6.6% |
| Q1 2023 | $10,546,693 | +5.1% | 165,076 | -3.8% | 1.52% | +7.6% |
| Q4 2022 | $10,039,122 | -15.8% | 171,609 | -16.8% | 1.42% | -33.5% |
| Q3 2022 | $11,925,000 | -5.3% | 206,145 | -1.3% | 2.13% | -2.5% |
| Q2 2022 | $12,598,000 | -30.4% | 208,764 | -11.9% | 2.18% | -6.9% |
| Q1 2022 | $18,100,000 | -18.8% | 236,977 | -11.1% | 2.35% | -11.0% |
| Q4 2021 | $22,295,000 | +9.5% | 266,467 | -3.3% | 2.64% | -5.4% |
| Q3 2021 | $20,361,000 | -5.1% | 275,486 | -5.1% | 2.79% | -7.0% |
| Q2 2021 | $21,454,000 | +9.9% | 290,363 | -3.2% | 3.00% | -7.0% |
| Q1 2021 | $19,527,000 | -3.0% | 299,908 | -4.9% | 3.22% | -9.8% |
| Q4 2020 | $20,133,000 | +498.8% | 315,474 | +457.4% | 3.57% | +364.4% |
| Q3 2020 | $3,362,000 | -91.3% | 56,599 | -69.5% | 0.77% | -91.7% |
| Q2 2020 | $38,550,000 | +99.9% | 185,796 | +59.0% | 9.28% | +35.5% |
| Q1 2020 | $19,288,000 | +15.2% | 116,865 | +35.1% | 6.85% | +53.2% |
| Q4 2019 | $16,745,000 | +10.7% | 86,478 | +2.9% | 4.47% | -5.6% |
| Q3 2019 | $15,124,000 | +1.1% | 84,011 | +1.6% | 4.73% | -2.7% |
| Q2 2019 | $14,961,000 | +9.1% | 82,698 | +4.0% | 4.86% | +6.0% |
| Q1 2019 | $13,711,000 | +15.4% | 79,550 | +0.9% | 4.59% | -7.3% |
| Q4 2018 | $11,880,000 | -18.9% | 78,849 | -4.6% | 4.95% | +4.0% |
| Q3 2018 | $14,648,000 | +10.6% | 82,683 | +2.1% | 4.76% | -1.5% |
| Q2 2018 | $13,239,000 | +4.7% | 80,962 | -0.7% | 4.83% | -5.8% |
| Q1 2018 | $12,644,000 | +1.4% | 81,539 | -0.1% | 5.13% | -3.6% |
| Q4 2017 | $12,473,000 | +5.8% | 81,651 | -1.1% | 5.32% | -5.0% |
| Q3 2017 | $11,790,000 | +0.2% | 82,585 | -1.2% | 5.61% | -3.5% |
| Q2 2017 | $11,771,000 | +8.7% | 83,602 | +2.3% | 5.81% | -4.0% |
| Q1 2017 | $10,832,000 | +11.0% | 81,751 | +5.1% | 6.05% | -6.5% |
| Q4 2016 | $9,762,000 | +15.3% | 77,760 | +10.5% | 6.47% | +8.2% |
| Q3 2016 | $8,463,000 | +3.3% | 70,357 | +0.1% | 5.98% | -6.6% |
| Q2 2016 | $8,190,000 | -9.1% | 70,253 | -9.7% | 6.41% | -10.8% |
| Q1 2016 | $9,012,000 | +0.0% | 77,766 | -0.1% | 7.18% | +10.8% |
| Q4 2015 | $9,010,000 | +18.3% | 77,811 | +10.1% | 6.48% | -1.5% |
| Q3 2015 | $7,616,000 | +5.4% | 70,651 | +11.3% | 6.58% | +9.1% |
| Q2 2015 | $7,226,000 | +1.8% | 63,471 | +1.9% | 6.03% | -11.4% |
| Q1 2015 | $7,096,000 | +12.9% | 62,279 | +10.6% | 6.81% | -6.8% |
| Q4 2014 | $6,284,000 | – | 56,316 | – | 7.31% | – |
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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% |