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 | $9,258,113 | -2.3% | 135,313 | +0.7% | 0.19% | +1.6% |
| Q2 2023 | $9,471,664 | +76.7% | 134,388 | +60.2% | 0.19% | -15.0% |
| Q1 2023 | $5,361,074 | -44.6% | 83,911 | -49.2% | 0.22% | -40.1% |
| Q4 2022 | $9,670,981 | +71.2% | 165,316 | +69.3% | 0.37% | +12.9% |
| Q3 2022 | $5,648,000 | -9.5% | 97,638 | -5.5% | 0.32% | -12.9% |
| Q2 2022 | $6,238,000 | +1499.5% | 103,364 | +2115.7% | 0.37% | +1595.5% |
| Q1 2022 | $390,000 | 0.0% | 4,665 | 0.0% | 0.02% | +4.8% |
| Q4 2021 | $390,000 | +59.8% | 4,665 | +41.3% | 0.02% | +40.0% |
| Q3 2021 | $244,000 | -30.9% | 3,301 | -32.0% | 0.02% | -25.0% |
| Q2 2021 | $353,000 | -24.9% | 4,853 | -34.1% | 0.02% | -44.4% |
| Q4 2020 | $470,000 | +4.9% | 7,368 | +280.0% | 0.04% | -5.3% |
| Q3 2020 | $448,000 | +93.9% | 1,939 | +74.2% | 0.04% | +72.7% |
| Q2 2020 | $231,000 | -4.9% | 1,113 | -24.5% | 0.02% | -24.1% |
| Q1 2020 | $243,000 | -17.6% | 1,475 | -3.3% | 0.03% | -14.7% |
| Q4 2019 | $295,000 | +7.3% | 1,525 | 0.0% | 0.03% | -20.9% |
| Q3 2019 | $275,000 | +4.2% | 1,525 | +3.4% | 0.04% | -10.4% |
| Q2 2019 | $264,000 | +3.9% | 1,475 | 0.0% | 0.05% | -35.1% |
| Q1 2019 | $254,000 | +14.4% | 1,475 | 0.0% | 0.07% | -7.5% |
| Q4 2018 | $222,000 | -43.9% | 1,475 | -34.0% | 0.08% | -36.5% |
| Q3 2018 | $396,000 | +9.4% | 2,235 | +0.4% | 0.13% | -17.1% |
| Q2 2018 | $362,000 | +364.1% | 2,225 | +345.0% | 0.15% | +176.4% |
| Q1 2018 | $78,000 | +2.6% | 500 | 0.0% | 0.06% | -6.8% |
| Q4 2017 | $76,000 | – | 500 | – | 0.06% | – |
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% |