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 | $873,243 | +52.0% | 12,721 | +56.1% | 0.05% | -72.2% |
| Q2 2023 | $574,485 | -31.0% | 8,151 | -37.5% | 0.18% | -34.8% |
| Q1 2023 | $832,864 | +2.5% | 13,036 | -6.1% | 0.27% | +13.0% |
| Q4 2022 | $812,505 | +33.9% | 13,889 | +32.4% | 0.24% | -17.0% |
| Q3 2022 | $607,000 | -4.1% | 10,490 | 0.0% | 0.29% | +21.0% |
| Q2 2022 | $633,000 | -21.9% | 10,490 | -1.2% | 0.24% | -22.2% |
| Q1 2022 | $811,000 | -8.6% | 10,621 | +0.2% | 0.31% | +13.8% |
| Q4 2021 | $887,000 | +13.4% | 10,604 | +0.3% | 0.27% | +13.5% |
| Q3 2021 | $782,000 | -3.0% | 10,575 | -4.6% | 0.24% | -5.2% |
| Q2 2021 | $806,000 | +11.9% | 11,083 | +0.3% | 0.25% | +7.3% |
| Q1 2021 | $720,000 | +2.1% | 11,053 | 0.0% | 0.23% | -11.1% |
| Q4 2020 | $705,000 | +51.0% | 11,053 | +446.9% | 0.26% | -0.4% |
| Q3 2020 | $467,000 | +11.7% | 2,021 | +0.2% | 0.26% | +4.0% |
| Q2 2020 | $418,000 | +34.8% | 2,016 | +7.3% | 0.25% | +38.3% |
| Q1 2020 | $310,000 | -16.9% | 1,879 | -2.5% | 0.18% | -10.3% |
| Q4 2019 | $373,000 | +8.4% | 1,928 | +1.0% | 0.20% | +4.1% |
| Q3 2019 | $344,000 | -3.6% | 1,909 | -4.0% | 0.20% | -8.4% |
| Q2 2019 | $357,000 | +2.9% | 1,989 | -1.1% | 0.21% | +25.1% |
| Q1 2019 | $347,000 | -53.9% | 2,012 | -59.8% | 0.17% | -60.4% |
| Q4 2018 | $753,000 | -14.4% | 5,000 | +0.6% | 0.43% | -1.6% |
| Q3 2018 | $880,000 | -1.5% | 4,969 | -9.5% | 0.44% | +69.5% |
| Q2 2018 | $893,000 | +4.8% | 5,493 | 0.0% | 0.26% | +3.6% |
| Q1 2018 | $852,000 | – | 5,493 | – | 0.25% | – |
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% |