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 | $7,266,494 | -0.2% | 105,858 | +2.5% | 0.98% | -0.3% |
| Q2 2023 | $7,280,095 | +10.3% | 103,293 | -0.0% | 0.98% | -13.8% |
| Q1 2023 | $6,601,101 | +10.0% | 103,320 | +0.7% | 1.14% | -33.1% |
| Q4 2022 | $6,000,317 | -3.1% | 102,570 | -4.2% | 1.71% | -6.3% |
| Q3 2022 | $6,192,000 | -5.8% | 107,090 | -1.3% | 1.82% | -1.0% |
| Q2 2022 | $6,571,000 | -20.1% | 108,531 | +1.1% | 1.84% | -2.6% |
| Q1 2022 | $8,226,000 | -1.5% | 107,385 | +20.7% | 1.89% | +83.1% |
| Q4 2021 | $8,354,000 | +20.6% | 88,940 | -3.6% | 1.03% | +0.6% |
| Q3 2021 | $6,926,000 | +34.6% | 92,307 | +5.6% | 1.02% | +5.0% |
| Q2 2021 | $5,145,000 | -11.1% | 87,383 | +4.0% | 0.98% | -5.3% |
| Q1 2021 | $5,789,000 | +12.1% | 84,019 | +4.5% | 1.03% | +0.2% |
| Q4 2020 | $5,165,000 | +18.7% | 80,380 | +326.8% | 1.03% | +3.3% |
| Q3 2020 | $4,351,000 | +17.3% | 18,831 | +8.7% | 1.00% | -4.7% |
| Q2 2020 | $3,709,000 | -19.1% | 17,319 | -33.7% | 1.04% | -33.8% |
| Q4 2019 | $4,583,000 | -77.8% | 26,113 | -77.4% | 1.58% | -81.9% |
| Q3 2019 | $20,656,000 | +1.9% | 115,521 | +4.8% | 8.70% | -3.2% |
| Q2 2019 | $20,269,000 | +10.1% | 110,269 | +4.7% | 8.99% | -2.4% |
| Q1 2019 | $18,408,000 | +44.7% | 105,304 | +56.7% | 9.21% | -49.4% |
| Q4 2018 | $12,718,000 | -80.9% | 67,188 | -82.1% | 18.18% | +183.2% |
| Q3 2018 | $66,456,000 | +924.0% | 375,407 | +870.8% | 6.42% | +803.1% |
| Q2 2018 | $6,490,000 | +241.2% | 38,669 | +210.7% | 0.71% | +134.7% |
| Q4 2017 | $1,902,000 | – | 12,447 | – | 0.30% | – |
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% |