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 | $3,515,343 | +63.2% | 51,379 | +68.2% | 0.15% | +93.5% |
| Q2 2023 | $2,153,418 | +16.5% | 30,554 | +5.6% | 0.08% | +6.9% |
| Q1 2023 | $1,848,052 | +6.9% | 28,926 | -2.1% | 0.07% | 0.0% |
| Q4 2022 | $1,729,283 | +12.4% | 29,560 | +11.2% | 0.07% | +2.9% |
| Q3 2022 | $1,538,000 | +44.8% | 26,592 | +51.1% | 0.07% | +45.8% |
| Q2 2022 | $1,062,000 | -22.5% | 17,602 | -2.0% | 0.05% | -12.7% |
| Q1 2022 | $1,371,000 | -76.1% | 17,955 | -73.9% | 0.06% | -81.2% |
| Q4 2021 | $5,745,000 | +6.2% | 68,673 | -7.7% | 0.29% | +8.1% |
| Q2 2021 | $5,410,740 | +11.6% | 74,395 | -0.1% | 0.27% | -2.5% |
| Q1 2021 | $4,848,474 | -36.5% | 74,466 | -37.8% | 0.28% | -44.8% |
| Q4 2020 | $7,638,545 | +10.4% | 119,689 | +299.6% | 0.50% | -9.2% |
| Q3 2020 | $6,921,744 | +10.1% | 29,954 | -1.1% | 0.56% | +3.4% |
| Q2 2020 | $6,284,641 | +26.2% | 30,289 | +0.4% | 0.54% | -1.1% |
| Q1 2020 | $4,980,860 | -15.1% | 30,178 | -0.4% | 0.54% | +8.4% |
| Q4 2019 | $5,867,270 | +6.8% | 30,300 | -0.7% | 0.50% | -4.9% |
| Q3 2019 | $5,495,935 | +3.7% | 30,528 | -79.3% | 0.53% | +9.8% |
| Q2 2019 | $5,297,886 | +4.2% | 147,573 | +400.3% | 0.48% | -13.5% |
| Q1 2019 | $5,083,738 | -19.2% | 29,495 | -29.3% | 0.56% | -32.1% |
| Q4 2018 | $6,288,686 | -15.7% | 41,738 | -0.9% | 0.82% | -3.7% |
| Q3 2018 | $7,459,237 | +9.3% | 42,102 | +0.3% | 0.85% | -4.2% |
| Q2 2018 | $6,824,277 | +3.0% | 41,967 | -1.8% | 0.88% | -8.7% |
| Q1 2018 | $6,625,543 | -7.3% | 42,726 | -8.7% | 0.97% | -5.2% |
| Q4 2017 | $7,149,942 | -0.5% | 46,802 | -6.5% | 1.02% | -11.8% |
| Q3 2017 | $7,182,474 | +220.6% | 50,080 | +205.9% | 1.16% | +175.3% |
| Q2 2017 | $2,240,098 | +11.7% | 16,369 | +7.3% | 0.42% | -4.5% |
| Q1 2017 | $2,005,812 | -68.6% | 15,251 | -70.9% | 0.44% | -72.6% |
| Q4 2016 | $6,390,200 | +79.9% | 52,469 | +79.7% | 1.61% | +67.2% |
| Q3 2016 | $3,551,620 | +43.4% | 29,193 | +37.4% | 0.96% | +28.3% |
| Q2 2016 | $2,477,325 | +153.9% | 21,250 | +152.4% | 0.75% | +125.2% |
| Q1 2016 | $975,794 | – | 8,420 | – | 0.33% | – |
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% |