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 | $691,863 | -2.9% | 10,112 | 0.0% | 0.34% | -1.4% |
| Q2 2023 | $712,694 | +10.3% | 10,112 | 0.0% | 0.34% | 0.0% |
| Q1 2023 | $646,056 | +9.2% | 10,112 | 0.0% | 0.34% | +53.3% |
| Q4 2022 | $591,552 | +1.1% | 10,112 | 0.0% | 0.22% | -5.5% |
| Q3 2022 | $584,979 | -4.1% | 10,112 | 0.0% | 0.24% | -1.7% |
| Q2 2022 | $610,259 | -21.0% | 10,112 | 0.0% | 0.24% | -9.0% |
| Q1 2022 | $772,355 | -8.7% | 10,112 | 0.0% | 0.27% | -5.7% |
| Q4 2021 | $846,071 | +13.2% | 10,112 | 0.0% | 0.28% | +2.2% |
| Q3 2021 | $747,378 | +1.6% | 10,112 | 0.0% | 0.28% | +2.6% |
| Q2 2021 | $735,446 | +11.7% | 10,112 | 0.0% | 0.27% | +3.9% |
| Q1 2021 | $658,392 | +2.0% | 10,112 | 0.0% | 0.26% | -5.5% |
| Q4 2020 | $645,348 | +2.2% | 10,112 | +270.1% | 0.27% | -10.2% |
| Q3 2020 | $631,311 | +11.4% | 2,732 | 0.0% | 0.30% | +2.7% |
| Q2 2020 | $566,863 | +25.7% | 2,732 | 0.0% | 0.30% | +4.6% |
| Q1 2020 | $450,917 | -14.8% | 2,732 | 0.0% | 0.28% | +4.8% |
| Q4 2019 | $529,024 | +7.6% | 2,732 | 0.0% | 0.27% | -1.5% |
| Q3 2019 | $491,842 | +0.4% | 2,732 | 0.0% | 0.28% | -2.1% |
| Q2 2019 | $489,684 | +4.0% | 2,732 | 0.0% | 0.28% | +2.2% |
| Q1 2019 | $470,888 | +14.4% | 2,732 | 0.0% | 0.28% | +3.8% |
| Q4 2018 | $411,630 | -15.0% | 2,732 | 0.0% | 0.26% | -16.4% |
| Q3 2018 | $484,028 | +9.0% | 2,732 | 0.0% | 0.32% | +2.6% |
| Q2 2018 | $444,251 | +4.9% | 2,732 | 0.0% | 0.31% | +2.0% |
| Q1 2018 | $423,651 | +1.5% | 2,732 | 0.0% | 0.30% | -1.0% |
| Q4 2017 | $417,368 | +6.5% | 2,732 | 0.0% | 0.31% | +2.3% |
| Q3 2017 | $391,823 | +4.8% | 2,732 | 0.0% | 0.30% | +1.0% |
| Q2 2017 | $373,874 | +4.1% | 2,732 | 0.0% | 0.30% | -1.7% |
| Q1 2017 | $359,313 | +8.0% | 2,732 | 0.0% | 0.30% | +1.0% |
| Q4 2016 | $332,730 | +0.1% | 2,732 | 0.0% | 0.30% | -1.7% |
| Q3 2016 | $332,375 | +4.4% | 2,732 | 0.0% | 0.30% | +0.7% |
| Q2 2016 | $318,497 | +0.6% | 2,732 | 0.0% | 0.30% | +0.3% |
| Q1 2016 | $316,611 | – | 2,732 | – | 0.30% | – |
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% |