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 | $36,587,405 | -4.6% | 534,747 | -1.7% | 8.44% | +0.8% |
| Q2 2023 | $38,331,676 | +10.5% | 543,866 | -8.3% | 8.37% | +6.5% |
| Q4 2022 | $34,683,773 | +3.7% | 592,885 | +2.5% | 7.86% | -5.4% |
| Q3 2022 | $33,462,000 | -4.0% | 578,421 | +0.1% | 8.30% | +2.9% |
| Q2 2022 | $34,857,000 | -16.8% | 577,579 | +5.3% | 8.07% | -6.7% |
| Q1 2022 | $41,915,000 | -5.0% | 548,767 | +4.1% | 8.65% | -0.9% |
| Q4 2021 | $44,119,000 | +13.0% | 527,296 | -0.1% | 8.73% | +8.2% |
| Q3 2021 | $39,029,000 | +2.2% | 528,056 | +0.6% | 8.06% | +0.3% |
| Q2 2021 | $38,185,000 | +11.3% | 525,019 | -0.4% | 8.04% | +4.9% |
| Q1 2021 | $34,318,000 | +19.6% | 527,080 | +324.6% | 7.66% | -5.6% |
| Q3 2020 | $28,686,000 | +14.9% | 124,138 | +3.2% | 8.12% | +5.0% |
| Q2 2020 | $24,957,000 | +27.6% | 120,282 | +1.5% | 7.73% | +7.6% |
| Q1 2020 | $19,553,000 | -9.2% | 118,465 | +6.5% | 7.18% | +10.4% |
| Q4 2019 | $21,541,000 | +10.4% | 111,243 | +2.7% | 6.51% | +2.8% |
| Q3 2019 | $19,507,000 | +2.5% | 108,356 | +2.1% | 6.33% | +0.2% |
| Q2 2019 | $19,030,000 | +7.7% | 106,172 | +3.5% | 6.32% | +4.0% |
| Q1 2019 | $17,676,000 | +10.0% | 102,553 | -3.8% | 6.08% | +1.9% |
| Q4 2018 | $16,066,000 | -19.0% | 106,631 | -4.8% | 5.96% | -7.5% |
| Q3 2018 | $19,845,000 | +5.6% | 112,012 | -3.1% | 6.44% | -2.5% |
| Q2 2018 | $18,797,000 | +7.1% | 115,594 | +2.1% | 6.61% | +8.8% |
| Q1 2018 | $17,550,000 | +1.0% | 113,176 | -0.5% | 6.08% | +0.1% |
| Q4 2017 | $17,371,000 | +4.9% | 113,702 | -1.5% | 6.07% | -1.4% |
| Q3 2017 | $16,561,000 | +5.0% | 115,470 | +0.2% | 6.16% | +3.5% |
| Q2 2017 | $15,768,000 | +3.4% | 115,222 | -0.6% | 5.95% | +0.7% |
| Q1 2017 | $15,245,000 | +11.4% | 115,917 | +3.2% | 5.91% | +2.7% |
| Q4 2016 | $13,685,000 | -2.5% | 112,367 | +631.2% | 5.76% | -5.0% |
| Q3 2016 | $14,036,000 | +4.5% | 15,367 | -86.7% | 6.06% | +0.6% |
| Q2 2016 | $13,435,000 | – | 115,243 | – | 6.02% | – |
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% |