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 | $9,304 | -4.6% | 135,990 | -1.7% | 3.95% | -0.3% |
| Q2 2023 | $9,752 | +8.4% | 138,368 | -1.7% | 3.96% | +1.0% |
| Q1 2023 | $8,997 | +8.5% | 140,816 | -0.6% | 3.92% | +0.7% |
| Q4 2022 | $8,289 | -99.9% | 141,693 | -2.9% | 3.89% | -13.4% |
| Q3 2022 | $8,441,000 | -4.1% | 145,909 | 0.0% | 4.49% | -0.1% |
| Q2 2022 | $8,806,000 | -23.0% | 145,909 | -2.6% | 4.49% | -14.2% |
| Q1 2022 | $11,437,000 | -10.2% | 149,742 | -1.6% | 5.23% | -6.4% |
| Q4 2021 | $12,733,000 | +11.8% | 152,179 | -1.2% | 5.59% | +2.9% |
| Q3 2021 | $11,386,000 | +0.5% | 154,050 | -1.1% | 5.43% | +1.8% |
| Q2 2021 | $11,332,000 | +10.6% | 155,803 | -1.0% | 5.34% | -11.4% |
| Q1 2021 | $10,245,000 | +0.8% | 157,344 | -1.2% | 6.02% | -8.9% |
| Q4 2020 | $10,162,000 | +8.6% | 159,228 | +293.1% | 6.61% | -6.2% |
| Q3 2020 | $9,361,000 | -22.4% | 40,510 | -30.4% | 7.04% | -27.8% |
| Q2 2020 | $12,069,000 | +2.3% | 58,166 | -18.6% | 9.76% | -16.8% |
| Q1 2020 | $11,793,000 | -12.6% | 71,448 | +2.5% | 11.73% | +18.0% |
| Q4 2019 | $13,495,000 | +7.6% | 69,693 | +0.0% | 9.94% | -0.4% |
| Q3 2019 | $12,543,000 | +1.5% | 69,671 | +1.0% | 9.97% | +1.0% |
| Q2 2019 | $12,361,000 | -9.1% | 68,962 | -12.6% | 9.88% | -14.4% |
| Q1 2019 | $13,595,000 | +32.0% | 78,878 | +15.4% | 11.54% | +18.2% |
| Q4 2018 | $10,301,000 | -37.9% | 68,370 | -27.0% | 9.77% | -25.6% |
| Q3 2018 | $16,585,000 | +84.2% | 93,609 | +69.0% | 13.13% | +74.1% |
| Q2 2018 | $9,006,000 | -38.8% | 55,381 | -41.6% | 7.54% | -41.2% |
| Q1 2018 | $14,709,000 | -0.7% | 94,856 | -2.2% | 12.82% | -2.1% |
| Q4 2017 | $14,813,000 | – | 96,965 | – | 13.10% | – |
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% |