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 | $13,092,328 | +150.6% | 191,352 | +158.1% | 0.86% | +74.5% |
| Q2 2023 | $5,224,409 | +8.5% | 74,126 | -1.6% | 0.49% | -2.2% |
| Q1 2023 | $4,814,931 | +6.8% | 75,363 | -2.3% | 0.50% | +3.1% |
| Q4 2022 | $4,510,330 | +20.5% | 77,100 | +19.1% | 0.49% | -63.3% |
| Q3 2022 | $3,744,000 | +5.1% | 64,719 | +9.6% | 1.33% | +13.2% |
| Q2 2022 | $3,562,000 | +24.5% | 59,029 | +57.5% | 1.17% | +46.7% |
| Q1 2022 | $2,862,000 | -5.7% | 37,477 | +3.3% | 0.80% | -30.7% |
| Q4 2021 | $3,036,000 | +8.5% | 36,289 | -4.2% | 1.15% | -9.1% |
| Q3 2021 | $2,799,000 | +1.1% | 37,874 | -0.5% | 1.27% | +1.3% |
| Q2 2021 | $2,769,000 | +11.1% | 38,076 | -0.6% | 1.25% | +2.5% |
| Q1 2021 | $2,493,000 | -6.7% | 38,294 | -8.5% | 1.22% | -7.4% |
| Q4 2020 | $2,672,000 | +10.7% | 41,864 | +301.0% | 1.32% | -5.8% |
| Q3 2020 | $2,413,000 | -0.5% | 10,441 | -10.6% | 1.40% | -8.4% |
| Q2 2020 | $2,424,000 | -18.1% | 11,683 | -34.9% | 1.53% | -23.9% |
| Q1 2020 | $2,961,000 | -10.2% | 17,941 | +5.3% | 2.01% | -15.8% |
| Q4 2019 | $3,298,000 | +6.3% | 17,031 | -1.2% | 2.39% | -7.6% |
| Q3 2019 | $3,103,000 | +3.7% | 17,237 | +3.3% | 2.59% | +2.0% |
| Q2 2019 | $2,992,000 | +6.6% | 16,691 | +2.5% | 2.54% | +0.2% |
| Q1 2019 | $2,807,000 | +18.1% | 16,283 | +3.2% | 2.53% | +17.0% |
| Q4 2018 | $2,377,000 | -30.3% | 15,778 | -18.1% | 2.16% | -24.4% |
| Q3 2018 | $3,411,000 | +28.0% | 19,255 | +17.5% | 2.86% | +22.6% |
| Q2 2018 | $2,665,000 | +13.6% | 16,392 | +8.4% | 2.34% | +9.6% |
| Q1 2018 | $2,346,000 | +27.5% | 15,128 | +17.9% | 2.13% | -11.7% |
| Q4 2017 | $1,840,000 | 0.0% | 12,832 | 0.0% | 2.41% | +26.1% |
| Q3 2017 | $1,840,000 | +4.0% | 12,832 | -0.8% | 1.92% | -4.1% |
| Q2 2017 | $1,770,000 | +4.4% | 12,936 | +0.4% | 2.00% | +14.6% |
| Q1 2017 | $1,695,000 | +22.0% | 12,885 | +13.0% | 1.74% | +23.1% |
| Q4 2016 | $1,389,000 | – | 11,401 | – | 1.42% | – |
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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% |