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 | $781,365 | -2.9% | 11,420 | 0.0% | 0.50% | -0.2% |
| Q2 2023 | $804,891 | +10.4% | 11,420 | +0.1% | 0.50% | +11.0% |
| Q1 2023 | $728,988 | +9.3% | 11,410 | +0.1% | 0.45% | +8.4% |
| Q4 2022 | $666,659 | +1.3% | 11,396 | +0.1% | 0.42% | -8.5% |
| Q3 2022 | $658,000 | -4.1% | 11,381 | +0.1% | 0.46% | +2.9% |
| Q2 2022 | $686,000 | -21.0% | 11,373 | +0.1% | 0.44% | -4.7% |
| Q1 2022 | $868,000 | -8.6% | 11,365 | +0.1% | 0.47% | -7.9% |
| Q4 2021 | $950,000 | +13.2% | 11,357 | +0.1% | 0.51% | +4.1% |
| Q3 2021 | $839,000 | +1.7% | 11,349 | +0.0% | 0.49% | +5.4% |
| Q2 2021 | $825,000 | +11.8% | 11,345 | +0.1% | 0.46% | +7.2% |
| Q1 2021 | $738,000 | +2.1% | 11,337 | +0.0% | 0.43% | -10.8% |
| Q4 2020 | $723,000 | +11.2% | 11,332 | +303.0% | 0.48% | +1.5% |
| Q3 2020 | $650,000 | +11.5% | 2,812 | +0.1% | 0.48% | +10.5% |
| Q2 2020 | $583,000 | +25.9% | 2,809 | +0.2% | 0.43% | +5.1% |
| Q1 2020 | $463,000 | -14.7% | 2,803 | 0.0% | 0.41% | +13.3% |
| Q4 2019 | $543,000 | +8.0% | 2,803 | +0.4% | 0.36% | +1.1% |
| Q3 2019 | $503,000 | +0.6% | 2,792 | 0.0% | 0.36% | +0.3% |
| Q2 2019 | $500,000 | +4.2% | 2,792 | +0.2% | 0.36% | +7.9% |
| Q1 2019 | $480,000 | +20.0% | 2,787 | +5.1% | 0.33% | +8.2% |
| Q4 2018 | $400,000 | +10.8% | 2,653 | +30.2% | 0.30% | +19.6% |
| Q3 2018 | $361,000 | +24.9% | 2,037 | +14.8% | 0.26% | +18.1% |
| Q2 2018 | $289,000 | +5.1% | 1,774 | 0.0% | 0.22% | +0.9% |
| Q1 2018 | $275,000 | +1.5% | 1,774 | +0.1% | 0.21% | +5.9% |
| Q4 2017 | $271,000 | – | 1,772 | – | 0.20% | – |
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% |