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 | $5,385,969 | +27.2% | 78,465 | +30.7% | 0.81% | +27.3% |
| Q2 2023 | $4,232,676 | +38.9% | 60,055 | +25.9% | 0.64% | +29.9% |
| Q1 2023 | $3,047,297 | +23.4% | 47,696 | +13.0% | 0.49% | +3.8% |
| Q4 2022 | $2,469,051 | -12.2% | 42,206 | -13.1% | 0.47% | -15.1% |
| Q3 2022 | $2,811,000 | +13.9% | 48,593 | +18.9% | 0.56% | +13.9% |
| Q2 2022 | $2,467,000 | -12.5% | 40,872 | +10.8% | 0.49% | +8.4% |
| Q1 2022 | $2,818,000 | -50.9% | 36,891 | -46.2% | 0.45% | -52.7% |
| Q4 2021 | $5,734,000 | +379.4% | 68,530 | +323.5% | 0.95% | +198.1% |
| Q3 2021 | $1,196,000 | -2.0% | 16,182 | -18.2% | 0.32% | +67.5% |
| Q2 2021 | $1,221,000 | +11.3% | 19,793 | +17.4% | 0.19% | -3.0% |
| Q1 2021 | $1,097,000 | +18.7% | 16,853 | +16.4% | 0.20% | +15.2% |
| Q4 2020 | $924,000 | +29.2% | 14,477 | +368.1% | 0.17% | -31.6% |
| Q3 2020 | $715,000 | -5.7% | 3,093 | -15.3% | 0.25% | -28.4% |
| Q2 2020 | $758,000 | -16.1% | 3,651 | -33.2% | 0.35% | -36.8% |
| Q1 2020 | $903,000 | +4.8% | 5,469 | +22.8% | 0.55% | +31.4% |
| Q4 2019 | $862,000 | +33.0% | 4,453 | +23.6% | 0.42% | +22.4% |
| Q3 2019 | $648,000 | +7.5% | 3,602 | +7.0% | 0.34% | -2.0% |
| Q2 2019 | $603,000 | +7.5% | 3,366 | +3.4% | 0.35% | +11.5% |
| Q1 2019 | $561,000 | -17.5% | 3,256 | -27.9% | 0.31% | -32.2% |
| Q4 2018 | $680,000 | -3.5% | 4,516 | +13.8% | 0.46% | +15.2% |
| Q3 2018 | $705,000 | +54.6% | 3,968 | +41.9% | 0.40% | +44.6% |
| Q2 2018 | $456,000 | +36.1% | 2,796 | +29.4% | 0.28% | +31.1% |
| Q1 2018 | $335,000 | +129.5% | 2,161 | +128.4% | 0.21% | +138.2% |
| Q4 2017 | $146,000 | – | 946 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |