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 | $1,063,110 | -2.9% | 15,538 | 0.0% | 0.33% | 0.0% |
| Q2 2023 | $1,095,119 | +10.3% | 15,538 | 0.0% | 0.33% | +3.8% |
| Q1 2023 | $992,723 | +9.2% | 15,538 | 0.0% | 0.32% | +0.6% |
| Q4 2022 | $908,973 | +1.1% | 15,538 | 0.0% | 0.31% | -9.2% |
| Q3 2022 | $899,000 | -4.2% | 15,538 | 0.0% | 0.35% | +0.6% |
| Q2 2022 | $938,000 | -22.0% | 15,538 | -1.3% | 0.34% | -3.6% |
| Q1 2022 | $1,202,000 | -8.7% | 15,742 | 0.0% | 0.36% | -6.8% |
| Q4 2021 | $1,317,000 | +12.6% | 15,742 | -0.5% | 0.38% | +3.0% |
| Q3 2021 | $1,170,000 | +0.9% | 15,828 | -0.8% | 0.37% | +1.4% |
| Q2 2021 | $1,160,000 | +11.6% | 15,952 | 0.0% | 0.37% | +5.2% |
| Q1 2021 | $1,039,000 | +2.1% | 15,952 | 0.0% | 0.35% | -7.4% |
| Q4 2020 | $1,018,000 | +10.4% | 15,952 | +300.0% | 0.38% | -2.8% |
| Q3 2020 | $922,000 | +11.5% | 3,988 | 0.0% | 0.39% | -5.4% |
| Q2 2020 | $827,000 | +25.7% | 3,988 | 0.0% | 0.41% | -0.7% |
| Q1 2020 | $658,000 | -14.8% | 3,988 | 0.0% | 0.41% | -4.0% |
| Q4 2019 | $772,000 | +7.5% | 3,988 | 0.0% | 0.43% | +1.9% |
| Q3 2019 | $718,000 | +0.4% | 3,988 | 0.0% | 0.42% | -1.4% |
| Q2 2019 | $715,000 | +4.1% | 3,988 | 0.0% | 0.43% | +1.4% |
| Q1 2019 | $687,000 | +14.3% | 3,988 | 0.0% | 0.42% | +1.9% |
| Q4 2018 | $601,000 | -16.8% | 3,988 | -2.2% | 0.41% | -13.6% |
| Q3 2018 | $722,000 | +11.2% | 4,077 | +2.2% | 0.48% | +3.0% |
| Q2 2018 | $649,000 | +5.0% | 3,988 | 0.0% | 0.46% | +0.9% |
| Q1 2018 | $618,000 | -4.8% | 3,988 | -6.1% | 0.46% | -8.5% |
| Q4 2017 | $649,000 | +4.0% | 4,249 | -2.3% | 0.50% | -2.5% |
| Q3 2017 | $624,000 | +2.1% | 4,350 | -2.6% | 0.52% | -13.5% |
| Q2 2017 | $611,000 | +3.4% | 4,465 | -0.6% | 0.60% | -0.5% |
| Q1 2017 | $591,000 | +5.2% | 4,493 | -2.7% | 0.60% | -5.4% |
| Q4 2016 | $562,000 | – | 4,616 | – | 0.64% | – |
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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% |