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 | $4,222,246 | -3.0% | 61,710 | -0.0% | 0.39% | +5.4% |
| Q2 2023 | $4,351,027 | +10.1% | 61,734 | -0.2% | 0.37% | +5.5% |
| Q1 2023 | $3,953,463 | +0.5% | 61,879 | -2.7% | 0.35% | +2.1% |
| Q4 2022 | $3,932,860 | +5.3% | 63,597 | -1.5% | 0.34% | -11.4% |
| Q3 2022 | $3,736,000 | -5.3% | 64,597 | -1.2% | 0.38% | 0.0% |
| Q2 2022 | $3,947,000 | -21.7% | 65,406 | -0.9% | 0.38% | -11.9% |
| Q1 2022 | $5,038,000 | -7.8% | 65,967 | +1.1% | 0.44% | -5.6% |
| Q4 2021 | $5,462,000 | +12.3% | 65,280 | -0.8% | 0.46% | +5.5% |
| Q3 2021 | $4,864,000 | +1.6% | 65,819 | 0.0% | 0.44% | -1.1% |
| Q2 2021 | $4,787,000 | +11.7% | 65,819 | +0.0% | 0.44% | +4.7% |
| Q1 2021 | $4,285,000 | +39.4% | 65,815 | +36.7% | 0.42% | -8.6% |
| Q4 2020 | $3,073,000 | -19.5% | 48,156 | +191.5% | 0.46% | +1.8% |
| Q3 2020 | $3,817,000 | -99.9% | 16,521 | +0.0% | 0.46% | +5.1% |
| Q2 2020 | $3,427,939,000 | +124916.0% | 16,520 | -0.6% | 0.43% | +4.1% |
| Q1 2020 | $2,742,000 | -15.6% | 16,619 | -1.0% | 0.42% | -0.7% |
| Q4 2019 | $3,250,000 | +8.7% | 16,786 | 0.0% | 0.42% | +1.7% |
| Q3 2019 | $2,989,000 | -0.6% | 16,786 | 0.0% | 0.41% | -1.9% |
| Q2 2019 | $3,008,000 | 0.0% | 16,786 | -3.8% | 0.42% | -4.8% |
| Q1 2019 | $3,008,000 | – | 17,456 | – | 0.44% | – |
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% |