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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $844,694 | -38.8% | 11,985 | -44.5% | 0.11% | -42.6% |
| Q1 2023 | $1,379,467 | +8.5% | 21,591 | -0.6% | 0.19% | +1.1% |
| Q4 2022 | $1,270,936 | -0.7% | 21,725 | -1.8% | 0.19% | -1.1% |
| Q3 2022 | $1,280,000 | -10.9% | 22,131 | -7.0% | 0.19% | -1.1% |
| Q2 2022 | $1,437,000 | -27.2% | 23,805 | -8.0% | 0.19% | -6.4% |
| Q1 2022 | $1,975,000 | -5.5% | 25,868 | +3.5% | 0.20% | +0.5% |
| Q4 2021 | $2,091,000 | +8.1% | 24,993 | -4.6% | 0.20% | -3.8% |
| Q3 2021 | $1,935,000 | -2.8% | 26,186 | -4.3% | 0.21% | -7.5% |
| Q2 2021 | $1,990,000 | +6.0% | 27,368 | -5.1% | 0.23% | -7.0% |
| Q1 2021 | $1,878,000 | +21.5% | 28,844 | +19.0% | 0.24% | +9.4% |
| Q4 2020 | $1,546,000 | +7.3% | 24,229 | +288.5% | 0.22% | -12.9% |
| Q3 2020 | $1,441,000 | -15.8% | 6,237 | -24.4% | 0.26% | -23.1% |
| Q2 2020 | $1,712,000 | +35.1% | 8,251 | +7.5% | 0.33% | +13.7% |
| Q1 2020 | $1,267,000 | -19.1% | 7,677 | -5.2% | 0.29% | +4.6% |
| Q4 2019 | $1,567,000 | -1.9% | 8,095 | -8.8% | 0.28% | -14.6% |
| Q3 2019 | $1,597,000 | +2.1% | 8,873 | +1.7% | 0.33% | -8.1% |
| Q2 2019 | $1,564,000 | -7.3% | 8,727 | -10.9% | 0.36% | -15.2% |
| Q1 2019 | $1,687,000 | +8.7% | 9,790 | -5.0% | 0.42% | -7.3% |
| Q4 2018 | $1,552,000 | -16.7% | 10,302 | -2.1% | 0.45% | -5.6% |
| Q3 2018 | $1,864,000 | +52.8% | 10,522 | +40.3% | 0.48% | +41.1% |
| Q2 2018 | $1,220,000 | +8.3% | 7,502 | +3.2% | 0.34% | +20.5% |
| Q1 2018 | $1,127,000 | +20.0% | 7,266 | +18.2% | 0.28% | +19.4% |
| Q4 2017 | $939,000 | +19.3% | 6,148 | +12.0% | 0.24% | -9.2% |
| Q3 2017 | $787,000 | -0.1% | 5,488 | -4.7% | 0.26% | +4.8% |
| Q2 2017 | $788,000 | +4.9% | 5,758 | +0.9% | 0.25% | -14.7% |
| Q1 2017 | $751,000 | +170.1% | 5,707 | +150.3% | 0.29% | +121.2% |
| Q4 2016 | $278,000 | -1.8% | 2,280 | -10.1% | 0.13% | -54.8% |
| Q4 2014 | $283,000 | +16.5% | 2,535 | +11.6% | 0.29% | -18.2% |
| Q3 2014 | $243,000 | -24.5% | 2,272 | -32.3% | 0.36% | -67.6% |
| Q1 2014 | $322,000 | – | 3,357 | – | 1.10% | – |
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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% |