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 | $12,994,388 | -21.5% | 216,143 | -7.9% | 0.94% | -20.8% |
| Q2 2023 | $16,543,168 | +7.4% | 234,722 | -2.6% | 1.18% | +6.6% |
| Q1 2023 | $15,396,863 | +8.3% | 240,990 | -0.9% | 1.11% | +4.4% |
| Q4 2022 | $14,221,145 | +49.1% | 243,097 | +47.5% | 1.06% | +34.7% |
| Q3 2022 | $9,537,000 | -37.5% | 164,858 | -34.8% | 0.79% | -36.4% |
| Q2 2022 | $15,252,000 | +1.3% | 252,739 | +28.2% | 1.24% | +24.8% |
| Q1 2022 | $15,062,000 | +4.8% | 197,202 | +14.7% | 0.99% | +9.5% |
| Q4 2021 | $14,378,000 | -4.1% | 171,886 | -15.2% | 0.91% | -10.5% |
| Q3 2021 | $14,986,000 | +26.5% | 202,758 | +25.0% | 1.01% | +27.9% |
| Q2 2021 | $11,846,000 | -13.9% | 162,224 | -23.2% | 0.79% | -18.9% |
| Q1 2021 | $13,752,000 | +14.8% | 211,219 | +16.2% | 0.98% | +19.0% |
| Q4 2020 | $11,978,000 | -7.1% | 181,732 | +225.6% | 0.82% | -25.6% |
| Q3 2020 | $12,897,000 | +79.2% | 55,816 | +49.7% | 1.10% | +61.4% |
| Q2 2020 | $7,195,000 | +8.2% | 37,296 | -7.4% | 0.68% | -28.1% |
| Q1 2020 | $6,647,000 | -24.7% | 40,274 | -11.6% | 0.95% | +0.9% |
| Q4 2019 | $8,826,000 | +9.0% | 45,579 | +1.3% | 0.94% | +1.6% |
| Q3 2019 | $8,100,000 | +1.9% | 44,994 | +1.5% | 0.92% | +0.4% |
| Q2 2019 | $7,946,000 | -10.4% | 44,333 | -13.8% | 0.92% | -16.5% |
| Q1 2019 | $8,869,000 | -15.6% | 51,459 | -26.2% | 1.10% | -23.1% |
| Q4 2018 | $10,508,000 | +3.1% | 69,746 | +21.2% | 1.43% | +26.0% |
| Q3 2018 | $10,191,000 | -2.1% | 57,525 | -9.9% | 1.14% | -9.8% |
| Q2 2018 | $10,411,000 | +3.0% | 63,821 | -2.1% | 1.26% | -4.0% |
| Q1 2018 | $10,105,000 | +12.1% | 65,167 | +10.4% | 1.31% | +6.8% |
| Q4 2017 | $9,014,000 | – | 59,008 | – | 1.23% | – |
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% |