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 | $672,038 | -4.8% | 9,820 | -2.0% | 0.21% | +23.8% |
| Q2 2023 | $706,228 | +47.2% | 10,018 | +33.4% | 0.17% | +38.7% |
| Q1 2023 | $479,733 | +6.2% | 7,508 | +0.3% | 0.12% | -5.3% |
| Q4 2022 | $451,857 | +3.6% | 7,487 | -0.5% | 0.13% | +1.6% |
| Q3 2022 | $436,000 | -3.1% | 7,522 | +0.5% | 0.13% | -0.8% |
| Q2 2022 | $450,000 | -22.1% | 7,487 | -1.0% | 0.13% | -8.5% |
| Q1 2022 | $578,000 | -14.6% | 7,561 | -6.5% | 0.14% | -10.1% |
| Q4 2021 | $677,000 | +6.4% | 8,090 | -5.9% | 0.16% | -1.2% |
| Q3 2021 | $636,000 | +1.0% | 8,598 | -0.2% | 0.16% | +0.6% |
| Q2 2021 | $630,000 | +24.8% | 8,617 | +11.2% | 0.16% | +14.4% |
| Q1 2021 | $505,000 | -14.6% | 7,748 | -16.4% | 0.14% | -20.1% |
| Q4 2020 | $591,000 | -92.7% | 9,270 | +349.8% | 0.17% | +30.8% |
| Q3 2020 | $8,088,000 | +1830.3% | 2,061 | +2.1% | 0.13% | -14.2% |
| Q2 2020 | $419,000 | +20.1% | 2,018 | -4.1% | 0.16% | -4.9% |
| Q1 2020 | $349,000 | -18.6% | 2,104 | -4.8% | 0.16% | +2.5% |
| Q4 2019 | $429,000 | +5.4% | 2,210 | -2.1% | 0.16% | -2.5% |
| Q3 2019 | $407,000 | -4.7% | 2,257 | -5.5% | 0.16% | -6.3% |
| Q2 2019 | $427,000 | +5.4% | 2,389 | +1.4% | 0.17% | +0.6% |
| Q1 2019 | $405,000 | -82.6% | 2,355 | -84.7% | 0.17% | -87.1% |
| Q4 2018 | $2,334,000 | -13.9% | 15,437 | +0.9% | 1.35% | +1.1% |
| Q3 2018 | $2,711,000 | +15.1% | 15,298 | +4.5% | 1.33% | +1.3% |
| Q2 2018 | $2,356,000 | +23.7% | 14,634 | +17.7% | 1.31% | +15.0% |
| Q1 2018 | $1,905,000 | +13.1% | 12,438 | +12.4% | 1.14% | +7.0% |
| Q4 2017 | $1,685,000 | +22.7% | 11,062 | +15.5% | 1.07% | +17.4% |
| Q3 2017 | $1,373,000 | +91.2% | 9,577 | +86.1% | 0.91% | +77.7% |
| Q2 2017 | $718,000 | – | 5,145 | – | 0.51% | – |
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% |