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 | $1,417,799 | +7.3% | 20,722 | +10.5% | 0.36% | +8.0% |
| Q2 2023 | $1,321,855 | +9.8% | 18,755 | -0.5% | 0.34% | +6.3% |
| Q1 2023 | $1,203,817 | +2.9% | 18,842 | -5.8% | 0.32% | -6.8% |
| Q4 2022 | $1,169,943 | -4.4% | 19,999 | -5.5% | 0.34% | -12.6% |
| Q3 2022 | $1,224,000 | -6.0% | 21,153 | -2.0% | 0.39% | -3.5% |
| Q2 2022 | $1,302,000 | -22.2% | 21,579 | -1.5% | 0.40% | -32.2% |
| Q1 2022 | $1,673,000 | -8.7% | 21,910 | 0.0% | 0.59% | -0.7% |
| Q4 2021 | $1,833,000 | +13.2% | 21,910 | 0.0% | 0.60% | -7.0% |
| Q3 2021 | $1,619,000 | -0.4% | 21,910 | -1.9% | 0.64% | -10.1% |
| Q2 2021 | $1,625,000 | +11.8% | 22,339 | 0.0% | 0.71% | -17.1% |
| Q1 2021 | $1,454,000 | -4.2% | 22,339 | -6.1% | 0.86% | -27.3% |
| Q4 2020 | $1,518,000 | +10.5% | 23,790 | +300.0% | 1.18% | -3.6% |
| Q3 2020 | $1,374,000 | +11.3% | 5,948 | 0.0% | 1.23% | +9.1% |
| Q2 2020 | $1,234,000 | +4.8% | 5,948 | -16.6% | 1.13% | -11.3% |
| Q1 2020 | $1,178,000 | -15.5% | 7,135 | -0.9% | 1.27% | -0.2% |
| Q4 2019 | $1,394,000 | +4.7% | 7,198 | -2.6% | 1.27% | -1.7% |
| Q3 2019 | $1,331,000 | -6.5% | 7,392 | -4.5% | 1.29% | -5.8% |
| Q2 2019 | $1,424,000 | +3.9% | 7,742 | -2.7% | 1.37% | +0.4% |
| Q1 2019 | $1,371,000 | +12.1% | 7,955 | -2.0% | 1.37% | +0.2% |
| Q4 2018 | $1,223,000 | – | 8,117 | – | 1.36% | – |
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% |