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 | $576,643 | +6.2% | 8,297 | +7.9% | 0.12% | +8.2% |
| Q2 2023 | $543,215 | +1.8% | 7,693 | -7.8% | 0.11% | -7.6% |
| Q1 2023 | $533,376 | +6.0% | 8,348 | +4.6% | 0.12% | +7.2% |
| Q4 2022 | $503,330 | +6.9% | 7,983 | -2.0% | 0.11% | -10.5% |
| Q3 2022 | $471,000 | -4.3% | 8,149 | +0.0% | 0.12% | +0.8% |
| Q2 2022 | $492,000 | -20.9% | 8,145 | +0.0% | 0.12% | -8.9% |
| Q1 2022 | $622,000 | 0.0% | 8,142 | +0.3% | 0.14% | -0.7% |
| Q4 2021 | $622,000 | +2.5% | 8,114 | -1.2% | 0.14% | -4.9% |
| Q3 2021 | $607,000 | +2.2% | 8,216 | +0.6% | 0.14% | -6.5% |
| Q2 2021 | $594,000 | +11.7% | 8,171 | +0.0% | 0.15% | +1.3% |
| Q1 2021 | $532,000 | +7.7% | 8,169 | +8.5% | 0.15% | +2.0% |
| Q4 2020 | $494,000 | -47.8% | 7,526 | +83.6% | 0.15% | -54.5% |
| Q3 2020 | $947,000 | +11.4% | 4,100 | +0.1% | 0.32% | -2.1% |
| Q2 2020 | $850,000 | +31.6% | 4,095 | +0.1% | 0.33% | -17.0% |
| Q1 2020 | $646,000 | -22.1% | 4,091 | -1.0% | 0.40% | +24.2% |
| Q4 2019 | $829,000 | -14.1% | 4,133 | -22.9% | 0.32% | -24.9% |
| Q3 2019 | $965,000 | -5.8% | 5,361 | -6.2% | 0.43% | -10.8% |
| Q2 2019 | $1,024,000 | -8.9% | 5,713 | -12.4% | 0.48% | -20.9% |
| Q1 2019 | $1,124,000 | +13.1% | 6,519 | -1.2% | 0.61% | -6.0% |
| Q4 2018 | $994,000 | -4.8% | 6,597 | +11.9% | 0.65% | -5.0% |
| Q3 2018 | $1,044,000 | +10.8% | 5,893 | +1.7% | 0.68% | -1.4% |
| Q2 2018 | $942,000 | +6.2% | 5,792 | +1.2% | 0.69% | -0.7% |
| Q1 2018 | $887,000 | +4.8% | 5,726 | +3.4% | 0.70% | +4.3% |
| Q4 2017 | $846,000 | – | 5,537 | – | 0.67% | – |
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% |