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 | $3,242,355 | -22.4% | 47,389 | -20.1% | 1.86% | -17.6% |
| Q2 2023 | $4,180,043 | +0.8% | 59,308 | -8.6% | 2.26% | -10.6% |
| Q1 2023 | $4,144,928 | +946.7% | 64,876 | +1151.0% | 2.52% | +1095.7% |
| Q1 2022 | $396,000 | -96.8% | 5,186 | -96.5% | 0.21% | -96.2% |
| Q4 2021 | $12,328,000 | -5.8% | 147,347 | -16.8% | 5.58% | -4.6% |
| Q3 2021 | $13,085,000 | +2156.0% | 177,042 | +2121.6% | 5.85% | +2213.0% |
| Q2 2021 | $580,000 | +9.8% | 7,969 | -1.7% | 0.25% | -8.7% |
| Q1 2021 | $528,000 | -79.7% | 8,109 | -80.1% | 0.28% | -82.6% |
| Q4 2020 | $2,602,000 | -64.7% | 40,768 | +27.8% | 1.59% | -68.0% |
| Q3 2020 | $7,370,000 | +54.8% | 31,893 | +39.0% | 4.98% | +19.9% |
| Q2 2020 | $4,760,000 | +1.2% | 22,941 | -19.3% | 4.16% | -26.5% |
| Q1 2020 | $4,703,000 | -20.8% | 28,432 | -7.3% | 5.66% | +5.7% |
| Q4 2019 | $5,938,000 | -21.3% | 30,668 | -26.8% | 5.35% | -19.7% |
| Q3 2019 | $7,548,000 | -6.4% | 41,924 | -6.8% | 6.66% | -0.4% |
| Q2 2019 | $8,065,000 | +74.3% | 44,998 | +67.6% | 6.69% | +62.5% |
| Q1 2019 | $4,628,000 | -66.6% | 26,853 | -70.8% | 4.12% | -55.8% |
| Q4 2018 | $13,850,000 | -26.1% | 91,920 | -13.1% | 9.32% | -5.9% |
| Q3 2018 | $18,748,000 | +82.4% | 105,817 | +67.4% | 9.90% | +81.0% |
| Q2 2018 | $10,281,000 | +900.1% | 63,203 | +853.6% | 5.47% | +832.0% |
| Q1 2018 | $1,028,000 | -83.9% | 6,628 | -84.2% | 0.59% | -80.1% |
| Q4 2017 | $6,389,000 | -56.1% | 41,821 | -58.8% | 2.95% | -56.9% |
| Q3 2017 | $14,548,000 | +138.8% | 101,435 | +127.9% | 6.84% | +101.2% |
| Q2 2017 | $6,092,000 | – | 44,517 | – | 3.40% | – |
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% |