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 | $4,239,614 | -2.9% | 61,965 | +0.1% | 1.14% | -1.2% |
| Q2 2023 | $4,364,145 | +8.8% | 61,912 | -1.4% | 1.15% | +4.4% |
| Q1 2023 | $4,011,690 | +10.6% | 62,791 | +1.3% | 1.10% | +0.8% |
| Q4 2022 | $3,626,545 | +2.0% | 61,992 | +0.9% | 1.10% | -8.3% |
| Q3 2022 | $3,556,000 | -4.8% | 61,467 | -0.7% | 1.19% | -3.2% |
| Q2 2022 | $3,737,000 | -20.7% | 61,929 | +0.4% | 1.23% | -11.6% |
| Q1 2022 | $4,714,000 | -8.4% | 61,713 | +0.3% | 1.40% | -6.1% |
| Q4 2021 | $5,148,000 | +12.6% | 61,523 | -0.5% | 1.48% | -1.7% |
| Q3 2021 | $4,572,000 | +1.2% | 61,863 | -0.4% | 1.51% | -5.7% |
| Q2 2021 | $4,518,000 | +11.7% | 62,116 | +0.0% | 1.60% | -2.6% |
| Q1 2021 | $4,043,000 | +4.0% | 62,092 | +1.9% | 1.64% | -3.9% |
| Q4 2020 | $3,889,000 | +10.4% | 60,941 | +299.8% | 1.71% | -5.2% |
| Q3 2020 | $3,523,000 | +11.3% | 15,244 | -0.1% | 1.80% | +7.1% |
| Q2 2020 | $3,166,000 | +86.1% | 15,258 | +48.1% | 1.69% | +52.9% |
| Q1 2020 | $1,701,000 | -2.2% | 10,304 | +14.8% | 1.10% | +11.0% |
| Q4 2019 | $1,739,000 | +6.7% | 8,979 | -0.9% | 0.99% | -0.4% |
| Q3 2019 | $1,630,000 | +0.9% | 9,056 | +0.5% | 1.00% | -2.3% |
| Q2 2019 | $1,615,000 | +2.1% | 9,008 | +0.4% | 1.02% | -3.4% |
| Q1 2019 | $1,582,000 | +33.2% | 8,971 | +13.8% | 1.06% | +12.4% |
| Q4 2018 | $1,188,000 | -18.2% | 7,884 | -3.9% | 0.94% | -11.2% |
| Q3 2018 | $1,453,000 | +0.6% | 8,203 | -7.6% | 1.06% | -9.4% |
| Q2 2018 | $1,444,000 | -3.3% | 8,882 | -7.8% | 1.17% | -5.1% |
| Q1 2018 | $1,493,000 | -6.2% | 9,629 | -7.5% | 1.23% | -14.3% |
| Q4 2017 | $1,591,000 | – | 10,414 | – | 1.44% | – |
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% |