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 | $438,058 | +9.3% | 6,402 | +12.6% | 0.28% | +10.9% |
| Q2 2023 | $400,633 | +10.7% | 5,684 | +0.4% | 0.25% | +6.0% |
| Q1 2023 | $361,905 | +9.5% | 5,664 | +0.3% | 0.23% | -5.3% |
| Q4 2022 | $330,489 | +1.4% | 5,649 | +0.2% | 0.25% | -7.1% |
| Q3 2022 | $326,000 | -3.8% | 5,638 | +0.2% | 0.27% | +0.8% |
| Q2 2022 | $339,000 | -21.0% | 5,625 | +0.1% | 0.26% | -6.7% |
| Q1 2022 | $429,000 | -8.5% | 5,617 | +0.2% | 0.28% | -6.0% |
| Q4 2021 | $469,000 | +13.3% | 5,608 | +0.1% | 0.30% | +11.5% |
| Q3 2021 | $414,000 | +0.2% | 5,603 | -1.3% | 0.27% | -4.3% |
| Q2 2021 | $413,000 | +11.9% | 5,674 | +0.1% | 0.28% | +13.3% |
| Q1 2021 | $369,000 | +2.2% | 5,668 | +0.1% | 0.25% | -3.5% |
| Q4 2020 | $361,000 | +10.7% | 5,661 | +300.9% | 0.26% | -0.4% |
| Q3 2020 | $326,000 | +11.6% | 1,412 | +0.2% | 0.26% | +10.7% |
| Q2 2020 | $292,000 | +25.9% | 1,409 | +0.1% | 0.23% | +14.7% |
| Q1 2020 | $232,000 | -8.3% | 1,407 | +0.3% | 0.20% | +7.4% |
| Q4 2019 | $253,000 | -5.2% | 1,403 | -5.3% | 0.19% | -12.0% |
| Q3 2019 | $267,000 | +0.8% | 1,481 | +0.3% | 0.22% | +6.9% |
| Q2 2019 | $265,000 | +19.4% | 1,477 | +3.4% | 0.20% | +6.3% |
| Q1 2019 | $222,000 | +0.5% | 1,429 | -2.7% | 0.19% | -9.5% |
| Q4 2018 | $221,000 | -14.7% | 1,468 | +0.5% | 0.21% | -4.1% |
| Q3 2018 | $259,000 | +9.3% | 1,461 | +0.3% | 0.22% | +7.9% |
| Q2 2018 | $237,000 | +6.8% | 1,457 | +2.0% | 0.20% | +10.3% |
| Q1 2018 | $222,000 | -4.7% | 1,429 | -6.4% | 0.18% | +5.7% |
| Q4 2017 | $233,000 | +6.9% | 1,526 | +0.3% | 0.17% | +1.2% |
| Q3 2017 | $218,000 | +4.8% | 1,522 | +0.3% | 0.17% | -2.8% |
| Q2 2017 | $208,000 | -0.5% | 1,517 | -4.5% | 0.18% | -6.3% |
| Q1 2017 | $209,000 | – | 1,588 | – | 0.19% | – |
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% |