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 | $31,805,346 | +232.7% | 464,855 | +242.7% | 0.69% | +225.0% |
| Q2 2023 | $9,559,633 | +25.9% | 135,636 | +14.1% | 0.21% | +19.1% |
| Q1 2023 | $7,595,013 | +21.1% | 118,876 | +10.9% | 0.18% | -2.2% |
| Q4 2022 | $6,271,445 | -2.2% | 107,204 | -3.3% | 0.18% | -23.5% |
| Q3 2022 | $6,414,000 | +0.1% | 110,876 | +4.4% | 0.24% | -13.5% |
| Q2 2022 | $6,409,000 | -28.0% | 106,189 | -8.9% | 0.28% | -18.2% |
| Q1 2022 | $8,900,000 | -10.2% | 116,520 | -1.6% | 0.34% | -4.3% |
| Q4 2021 | $9,913,000 | +13.2% | 118,474 | -0.0% | 0.35% | +1.2% |
| Q3 2021 | $8,759,000 | +0.9% | 118,513 | -0.7% | 0.35% | -2.8% |
| Q2 2021 | $8,679,000 | +12.6% | 119,336 | +0.8% | 0.36% | -0.8% |
| Q1 2021 | $7,705,000 | +2.8% | 118,333 | +0.7% | 0.36% | -7.9% |
| Q4 2020 | $7,498,000 | -0.8% | 117,481 | +259.3% | 0.39% | -25.1% |
| Q3 2020 | $7,555,000 | +10.6% | 32,695 | -0.7% | 0.52% | +6.1% |
| Q2 2020 | $6,829,000 | +32.4% | 32,912 | +5.3% | 0.49% | +7.7% |
| Q1 2020 | $5,157,000 | +426.8% | 31,247 | +517.9% | 0.46% | +493.5% |
| Q4 2019 | $979,000 | +16.3% | 5,057 | +8.1% | 0.08% | +1.3% |
| Q3 2019 | $842,000 | +158.3% | 4,677 | +157.3% | 0.08% | +204.0% |
| Q2 2019 | $326,000 | +1107.4% | 1,818 | +1043.4% | 0.02% | +525.0% |
| Q1 2019 | $27,000 | -38.6% | 159 | -45.4% | 0.00% | -42.9% |
| Q4 2018 | $44,000 | -79.9% | 291 | -76.4% | 0.01% | -86.3% |
| Q3 2018 | $219,000 | +23.0% | 1,233 | +12.9% | 0.05% | +37.8% |
| Q2 2018 | $178,000 | +0.6% | 1,092 | -4.3% | 0.04% | -5.1% |
| Q1 2018 | $177,000 | +1.7% | 1,141 | 0.0% | 0.04% | +95.0% |
| Q4 2017 | $174,000 | +690.9% | 1,141 | +631.4% | 0.02% | +150.0% |
| Q3 2017 | $22,000 | -85.2% | 156 | -85.7% | 0.01% | -81.8% |
| Q2 2017 | $149,000 | – | 1,090 | – | 0.04% | – |
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% |