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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $172,972,000 | -1.5% | 892,702 | -8.4% | 1.20% | -7.6% |
| Q3 2019 | $175,559,000 | +6.4% | 974,625 | +5.9% | 1.30% | +2.4% |
| Q2 2019 | $165,043,000 | +3.8% | 920,263 | -0.2% | 1.27% | -3.2% |
| Q1 2019 | $158,998,000 | -0.5% | 921,980 | -13.1% | 1.31% | -16.7% |
| Q4 2018 | $159,866,000 | +19.5% | 1,060,431 | +40.5% | 1.57% | +16.5% |
| Q3 2018 | $133,740,000 | +124.0% | 754,721 | +105.6% | 1.35% | +64.2% |
| Q2 2018 | $59,713,000 | -26.6% | 367,109 | -30.0% | 0.82% | -26.6% |
| Q1 2018 | $81,347,000 | +45.1% | 524,440 | +43.0% | 1.12% | +49.5% |
| Q4 2017 | $56,044,000 | -33.9% | 366,759 | -37.9% | 0.75% | -43.9% |
| Q3 2017 | $84,754,000 | +10.1% | 590,905 | +5.0% | 1.33% | -1.5% |
| Q2 2017 | $77,008,000 | +78.8% | 562,696 | +71.9% | 1.35% | +55.5% |
| Q1 2017 | $43,062,000 | +95.3% | 327,407 | +80.9% | 0.87% | +74.7% |
| Q4 2016 | $22,047,000 | +68.8% | 181,028 | +68.7% | 0.50% | +58.6% |
| Q3 2016 | $13,058,000 | +34.0% | 107,324 | +28.3% | 0.31% | +22.7% |
| Q2 2016 | $9,747,000 | – | 83,633 | – | 0.26% | – |
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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% |