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 | $226,128 | -10.8% | 3,305 | -8.1% | 0.09% | -6.0% |
| Q2 2023 | $253,375 | -16.4% | 3,595 | -24.2% | 0.10% | -20.6% |
| Q1 2023 | $303,158 | +9.2% | 4,745 | 0.0% | 0.13% | +3.3% |
| Q4 2022 | $277,582 | -1.2% | 4,745 | -2.4% | 0.12% | -4.7% |
| Q3 2022 | $281,000 | -4.4% | 4,860 | -0.2% | 0.13% | +1.6% |
| Q2 2022 | $294,000 | -21.6% | 4,870 | -0.8% | 0.13% | -7.4% |
| Q1 2022 | $375,000 | -9.4% | 4,910 | -0.8% | 0.14% | -2.2% |
| Q4 2021 | $414,000 | +7.3% | 4,950 | -5.3% | 0.14% | +0.7% |
| Q3 2021 | $386,000 | -4.5% | 5,225 | -5.9% | 0.14% | +5.3% |
| Q2 2021 | $404,000 | +8.9% | 5,555 | -2.5% | 0.13% | +5.6% |
| Q1 2021 | $371,000 | -3.9% | 5,695 | -5.9% | 0.12% | -5.3% |
| Q4 2020 | $386,000 | +3.2% | 6,050 | +273.5% | 0.13% | -6.4% |
| Q3 2020 | $374,000 | +11.3% | 1,620 | 0.0% | 0.14% | +4.5% |
| Q2 2020 | $336,000 | +25.8% | 1,620 | 0.0% | 0.13% | +8.9% |
| Q1 2020 | $267,000 | -15.2% | 1,620 | -0.3% | 0.12% | +1.7% |
| Q4 2019 | $315,000 | +7.5% | 1,625 | 0.0% | 0.12% | +1.7% |
| Q3 2019 | $293,000 | +0.7% | 1,625 | 0.0% | 0.12% | -2.5% |
| Q2 2019 | $291,000 | +2.5% | 1,625 | -1.2% | 0.12% | -2.4% |
| Q1 2019 | $284,000 | +16.4% | 1,645 | +1.5% | 0.12% | +3.3% |
| Q4 2018 | $244,000 | -18.7% | 1,620 | -4.4% | 0.12% | -9.0% |
| Q3 2018 | $300,000 | +9.1% | 1,695 | 0.0% | 0.13% | +4.7% |
| Q2 2018 | $275,000 | +10.0% | 1,695 | +5.5% | 0.13% | +10.4% |
| Q1 2018 | $250,000 | – | 1,607 | – | 0.12% | – |
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% |