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 | $361,873 | -5.7% | 5,289 | -2.8% | 0.07% | -5.6% |
| Q2 2023 | $383,693 | +10.2% | 5,444 | -0.1% | 0.07% | +4.4% |
| Q1 2023 | $348,201 | +6.8% | 5,450 | -2.2% | 0.07% | -1.4% |
| Q4 2022 | $325,962 | +1.5% | 5,572 | +0.4% | 0.07% | -11.5% |
| Q3 2022 | $321,000 | -5.0% | 5,548 | -0.9% | 0.08% | -4.9% |
| Q2 2022 | $338,000 | -20.5% | 5,598 | +0.7% | 0.08% | -13.7% |
| Q1 2022 | $425,000 | -8.6% | 5,560 | 0.0% | 0.10% | -16.7% |
| Q4 2021 | $465,000 | +8.1% | 5,560 | -4.4% | 0.11% | -2.6% |
| Q3 2021 | $430,000 | +0.5% | 5,815 | -1.1% | 0.12% | -6.4% |
| Q2 2021 | $428,000 | +10.9% | 5,880 | -0.8% | 0.12% | +5.9% |
| Q1 2021 | $386,000 | +2.1% | 5,928 | 0.0% | 0.12% | -7.1% |
| Q4 2020 | $378,000 | +10.5% | 5,928 | +300.0% | 0.13% | -4.5% |
| Q3 2020 | $342,000 | +9.3% | 1,482 | -1.7% | 0.13% | +1.5% |
| Q2 2020 | $313,000 | +19.5% | 1,508 | -5.2% | 0.13% | -3.7% |
| Q1 2020 | $262,000 | -17.6% | 1,590 | -3.2% | 0.14% | +7.9% |
| Q4 2019 | $318,000 | +9.3% | 1,642 | +1.4% | 0.13% | +2.4% |
| Q3 2019 | $291,000 | +0.3% | 1,619 | 0.0% | 0.12% | -2.4% |
| Q2 2019 | $290,000 | +3.2% | 1,619 | -0.7% | 0.13% | +0.8% |
| Q1 2019 | $281,000 | -6.3% | 1,631 | -18.0% | 0.12% | -15.5% |
| Q4 2018 | $300,000 | -15.0% | 1,988 | -0.3% | 0.15% | +8.8% |
| Q3 2018 | $353,000 | +9.0% | 1,994 | 0.0% | 0.14% | +12.4% |
| Q2 2018 | $324,000 | +6.9% | 1,994 | +2.2% | 0.12% | +14.2% |
| Q1 2018 | $303,000 | +4.5% | 1,951 | +2.8% | 0.11% | +8.2% |
| Q4 2017 | $290,000 | -0.3% | 1,897 | -6.6% | 0.10% | -4.9% |
| Q3 2017 | $291,000 | +4.3% | 2,031 | -0.4% | 0.10% | +3.0% |
| Q2 2017 | $279,000 | +2.2% | 2,039 | -1.8% | 0.10% | -1.0% |
| Q1 2017 | $273,000 | +7.9% | 2,077 | 0.0% | 0.10% | +3.1% |
| Q4 2016 | $253,000 | -1.9% | 2,077 | -2.0% | 0.10% | -7.5% |
| Q3 2016 | $258,000 | +4.5% | 2,119 | 0.0% | 0.11% | -6.2% |
| Q2 2016 | $247,000 | +0.4% | 2,119 | 0.0% | 0.11% | -10.3% |
| Q1 2016 | $246,000 | +0.4% | 2,119 | 0.0% | 0.13% | -10.0% |
| Q4 2015 | $245,000 | +7.5% | 2,119 | 0.0% | 0.14% | -2.1% |
| Q3 2015 | $228,000 | -5.4% | 2,119 | 0.0% | 0.14% | -0.7% |
| Q2 2015 | $241,000 | -5.5% | 2,119 | -5.1% | 0.14% | -12.2% |
| Q1 2015 | $255,000 | +6.7% | 2,234 | 0.0% | 0.16% | -1.2% |
| Q4 2014 | $239,000 | 0.0% | 2,234 | 0.0% | 0.17% | 0.0% |
| Q3 2014 | $239,000 | -2.4% | 2,234 | -4.1% | 0.17% | +0.6% |
| Q2 2014 | $245,000 | +5.2% | 2,330 | 0.0% | 0.16% | +1.9% |
| Q1 2014 | $233,000 | +0.9% | 2,330 | -0.4% | 0.16% | -1.2% |
| Q4 2013 | $231,000 | – | 2,340 | – | 0.16% | – |
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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% |