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 | $3,977,756 | -2.1% | 58,137 | +0.9% | 1.12% | -8.5% |
| Q2 2023 | $4,061,058 | +10.4% | 57,620 | +0.1% | 1.22% | +7.2% |
| Q1 2023 | $3,679,425 | +10.8% | 57,590 | +1.5% | 1.14% | +5.2% |
| Q4 2022 | $3,320,109 | +38.4% | 56,754 | +36.9% | 1.08% | +27.6% |
| Q3 2022 | $2,399,000 | +5.5% | 41,462 | +10.0% | 0.85% | +8.8% |
| Q2 2022 | $2,274,000 | -27.7% | 37,678 | -8.6% | 0.78% | -15.1% |
| Q1 2022 | $3,147,000 | +3.2% | 41,208 | +3.6% | 0.92% | +14.6% |
| Q4 2021 | $3,048,000 | +3.7% | 39,761 | -0.0% | 0.80% | -10.3% |
| Q3 2021 | $2,940,000 | +0.4% | 39,773 | -1.2% | 0.89% | -1.9% |
| Q2 2021 | $2,927,000 | +11.5% | 40,242 | -0.2% | 0.91% | +4.7% |
| Q1 2021 | $2,625,000 | -2.1% | 40,318 | +0.1% | 0.87% | -2.7% |
| Q4 2020 | $2,680,000 | -43.9% | 40,264 | +94.6% | 0.89% | -10.2% |
| Q3 2020 | $4,780,000 | +10.4% | 20,688 | -0.8% | 1.00% | +6.0% |
| Q2 2020 | $4,330,000 | +27.0% | 20,864 | +1.0% | 0.94% | +8.4% |
| Q1 2020 | $3,410,000 | -72.7% | 20,658 | -68.0% | 0.87% | -82.9% |
| Q4 2019 | $12,497,000 | -52.3% | 64,537 | -55.7% | 5.07% | -8.0% |
| Q3 2019 | $26,200,000 | -4.4% | 145,528 | -3.9% | 5.51% | -2.5% |
| Q2 2019 | $27,392,000 | +108.6% | 151,416 | +98.7% | 5.65% | +3.3% |
| Q1 2019 | $13,133,000 | -41.5% | 76,196 | -48.9% | 5.46% | +4.1% |
| Q4 2018 | $22,452,000 | +73.2% | 149,018 | +103.7% | 5.25% | -1.1% |
| Q3 2018 | $12,963,000 | +0.6% | 73,166 | -7.6% | 5.31% | -5.3% |
| Q2 2018 | $12,882,000 | -46.7% | 79,220 | -49.0% | 5.61% | +3.3% |
| Q1 2018 | $24,182,000 | +107.9% | 155,396 | +104.1% | 5.43% | +3.7% |
| Q4 2017 | $11,633,000 | +4.6% | 76,152 | +2.7% | 5.24% | +1.3% |
| Q3 2017 | $11,126,000 | +8.9% | 74,122 | -0.7% | 5.17% | -12.1% |
| Q2 2017 | $10,215,000 | -47.9% | 74,644 | -49.1% | 5.89% | +13.1% |
| Q1 2017 | $19,608,000 | +17.2% | 146,564 | +6.7% | 5.21% | +7.2% |
| Q4 2016 | $16,732,000 | +106.5% | 137,380 | +102.2% | 4.86% | -1.0% |
| Q3 2016 | $8,103,000 | -2.7% | 67,934 | -0.4% | 4.91% | -2.0% |
| Q2 2016 | $8,326,000 | -45.4% | 68,185 | -48.2% | 5.01% | -1.5% |
| Q1 2016 | $15,256,000 | +103.2% | 131,642 | +103.0% | 5.08% | -1.6% |
| Q4 2015 | $7,509,000 | – | 64,845 | – | 5.16% | – |
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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% |