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 | $15,032,742 | +417.4% | 219,713 | +433.0% | 1.03% | +437.7% |
| Q2 2023 | $2,905,488 | +22.7% | 41,224 | +11.2% | 0.19% | +19.4% |
| Q1 2023 | $2,367,973 | +25.8% | 37,063 | +15.2% | 0.16% | +20.3% |
| Q4 2022 | $1,882,251 | -41.1% | 32,175 | -41.7% | 0.13% | -43.6% |
| Q3 2022 | $3,194,000 | -3.9% | 55,206 | +0.3% | 0.24% | -2.9% |
| Q2 2022 | $3,322,000 | -20.2% | 55,052 | +1.0% | 0.24% | -13.5% |
| Q1 2022 | $4,165,000 | +8.7% | 54,529 | +19.1% | 0.28% | -8.2% |
| Q4 2021 | $3,831,000 | +36.6% | 45,784 | +20.7% | 0.31% | +24.9% |
| Q3 2021 | $2,804,000 | -0.0% | 37,939 | -1.6% | 0.24% | -1.6% |
| Q2 2021 | $2,805,000 | -10.5% | 38,563 | -19.9% | 0.25% | -20.4% |
| Q1 2021 | $3,134,000 | +36.4% | 48,140 | +33.7% | 0.31% | +16.8% |
| Q4 2020 | $2,297,000 | +6.6% | 35,997 | +286.2% | 0.27% | -6.6% |
| Q3 2020 | $2,154,000 | +7.7% | 9,321 | -3.3% | 0.29% | -0.3% |
| Q2 2020 | $2,000,000 | -1.3% | 9,637 | -21.5% | 0.29% | -9.7% |
| Q1 2020 | $2,027,000 | -65.7% | 12,278 | -59.7% | 0.32% | -58.8% |
| Q4 2019 | $5,902,000 | +6.8% | 30,481 | -0.7% | 0.78% | -6.4% |
| Q3 2019 | $5,527,000 | -8.8% | 30,701 | -9.2% | 0.83% | -13.4% |
| Q2 2019 | $6,063,000 | +12.4% | 33,824 | +8.1% | 0.96% | -21.5% |
| Q1 2019 | $5,393,000 | +11.5% | 31,290 | -2.5% | 1.22% | -12.4% |
| Q4 2018 | $4,836,000 | -18.0% | 32,094 | -3.6% | 1.39% | -9.8% |
| Q3 2018 | $5,899,000 | -2.4% | 33,297 | -10.4% | 1.54% | -8.6% |
| Q2 2018 | $6,045,000 | -37.7% | 37,176 | -44.6% | 1.69% | +4.1% |
| Q1 2018 | $9,696,000 | +65.9% | 67,063 | +75.3% | 1.62% | -10.3% |
| Q4 2017 | $5,845,000 | +14.0% | 38,260 | +7.1% | 1.81% | +6.6% |
| Q3 2017 | $5,126,000 | +22.8% | 35,739 | +17.1% | 1.70% | +19.2% |
| Q2 2017 | $4,175,000 | +6.3% | 30,509 | +2.2% | 1.42% | -1.7% |
| Q1 2017 | $3,928,000 | +12.7% | 29,865 | +4.4% | 1.45% | -1.3% |
| Q4 2016 | $3,485,000 | +44.1% | 28,617 | +43.9% | 1.47% | +66.1% |
| Q3 2016 | $2,419,000 | +20.2% | 19,887 | +15.2% | 0.88% | +17.6% |
| Q2 2016 | $2,013,000 | +8.4% | 17,269 | +7.8% | 0.75% | -0.9% |
| Q1 2016 | $1,857,000 | – | 16,023 | – | 0.76% | – |
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% |