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 | $7,418,121 | -6.3% | 108,420 | -3.5% | 6.86% | +1.5% |
| Q2 2023 | $7,916,720 | +8.6% | 112,326 | -1.5% | 6.76% | +6.3% |
| Q1 2023 | $7,286,609 | +8.1% | 114,049 | -1.0% | 6.36% | +5.0% |
| Q4 2022 | $6,740,491 | +2.6% | 115,222 | +1.5% | 6.06% | -8.0% |
| Q3 2022 | $6,569,209 | -6.5% | 113,556 | -2.4% | 6.58% | +0.5% |
| Q2 2022 | $7,024,000 | -20.4% | 116,383 | +0.7% | 6.55% | +0.2% |
| Q1 2022 | $8,823,000 | -6.5% | 115,521 | +2.5% | 6.54% | -2.7% |
| Q4 2021 | $9,432,000 | +12.2% | 112,732 | -0.9% | 6.72% | +3.4% |
| Q3 2021 | $8,407,000 | +0.2% | 113,749 | -1.4% | 6.50% | +2.8% |
| Q2 2021 | $8,394,000 | +9.4% | 115,415 | -2.1% | 6.32% | +6.1% |
| Q1 2021 | $7,673,000 | +2.2% | 117,846 | +0.2% | 5.96% | +3.5% |
| Q4 2020 | $7,508,000 | +8.1% | 117,636 | +291.4% | 5.76% | -1.6% |
| Q3 2020 | $6,945,000 | -13.7% | 30,057 | -22.5% | 5.85% | -9.1% |
| Q2 2020 | $8,048,000 | +17.7% | 38,789 | -6.4% | 6.44% | +5.4% |
| Q1 2020 | $6,837,000 | -11.6% | 41,423 | +3.7% | 6.11% | +13.5% |
| Q4 2019 | $7,732,000 | +4.0% | 39,929 | -3.3% | 5.38% | -2.5% |
| Q3 2019 | $7,432,000 | +9.7% | 41,282 | +9.2% | 5.52% | +8.3% |
| Q2 2019 | $6,775,000 | +5.2% | 37,798 | +1.2% | 5.10% | +1.6% |
| Q1 2019 | $6,439,000 | +21.9% | 37,361 | +6.6% | 5.02% | +6.9% |
| Q4 2018 | $5,281,000 | -12.9% | 35,050 | +2.4% | 4.69% | -13.9% |
| Q3 2018 | $6,065,000 | +11.0% | 34,230 | +1.9% | 5.45% | +2.2% |
| Q2 2018 | $5,463,000 | +4.5% | 33,596 | -0.4% | 5.33% | +3.3% |
| Q1 2018 | $5,228,000 | -1.2% | 33,717 | -2.7% | 5.16% | +0.6% |
| Q4 2017 | $5,292,000 | – | 34,639 | – | 5.13% | – |
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% |