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 | $40,159,530 | -1.5% | 586,956 | +1.4% | 0.01% | 0.0% |
| Q2 2023 | $40,791,075 | +31.2% | 578,761 | +18.9% | 0.01% | +33.3% |
| Q1 2023 | $31,102,482 | +9.5% | 486,813 | +0.2% | 0.01% | 0.0% |
| Q4 2022 | $28,415,966 | +4.1% | 485,743 | +2.9% | 0.01% | 0.0% |
| Q3 2022 | $27,299,000 | -11.5% | 471,887 | -7.6% | 0.01% | -14.3% |
| Q2 2022 | $30,835,000 | -18.4% | 510,932 | +3.3% | 0.01% | 0.0% |
| Q1 2022 | $37,766,000 | -8.3% | 494,451 | +0.4% | 0.01% | 0.0% |
| Q4 2021 | $41,196,000 | +20.4% | 492,362 | +6.3% | 0.01% | +16.7% |
| Q3 2021 | $34,219,000 | -8.1% | 462,983 | -9.5% | 0.01% | -14.3% |
| Q2 2021 | $37,223,000 | +18.9% | 511,803 | +6.4% | 0.01% | +16.7% |
| Q1 2021 | $31,317,000 | +36.1% | 480,992 | +33.4% | 0.01% | +50.0% |
| Q4 2020 | $23,013,000 | +29.0% | 360,604 | +367.1% | 0.00% | 0.0% |
| Q3 2020 | $17,840,000 | +14.4% | 77,203 | +2.8% | 0.00% | 0.0% |
| Q2 2020 | $15,588,000 | +25.6% | 75,125 | -0.1% | 0.00% | 0.0% |
| Q1 2020 | $12,410,000 | -3.3% | 75,187 | +13.5% | 0.00% | +33.3% |
| Q4 2019 | $12,827,000 | +10.3% | 66,244 | +2.5% | 0.00% | 0.0% |
| Q3 2019 | $11,631,000 | -0.6% | 64,603 | -1.0% | 0.00% | 0.0% |
| Q2 2019 | $11,698,000 | +3.0% | 65,267 | -1.0% | 0.00% | 0.0% |
| Q1 2019 | $11,359,000 | +12.9% | 65,904 | -1.3% | 0.00% | 0.0% |
| Q4 2018 | $10,064,000 | -10.2% | 66,797 | +5.7% | 0.00% | 0.0% |
| Q3 2018 | $11,201,000 | +8.1% | 63,223 | -0.8% | 0.00% | 0.0% |
| Q2 2018 | $10,362,000 | +16.0% | 63,725 | +10.6% | 0.00% | +50.0% |
| Q1 2018 | $8,931,000 | +32.2% | 57,592 | +30.2% | 0.00% | 0.0% |
| Q4 2017 | $6,755,000 | +10.9% | 44,217 | +4.1% | 0.00% | 0.0% |
| Q3 2017 | $6,091,000 | +8.3% | 42,464 | +3.3% | 0.00% | 0.0% |
| Q2 2017 | $5,625,000 | +6.8% | 41,099 | +2.7% | 0.00% | 0.0% |
| Q1 2017 | $5,266,000 | +2.9% | 40,034 | -4.8% | 0.00% | 0.0% |
| Q4 2016 | $5,120,000 | -11.8% | 42,038 | -11.9% | 0.00% | 0.0% |
| Q3 2016 | $5,804,000 | -1.7% | 47,711 | -5.8% | 0.00% | 0.0% |
| Q2 2016 | $5,903,000 | -18.0% | 50,630 | -18.5% | 0.00% | 0.0% |
| Q1 2016 | $7,200,000 | +11.0% | 62,134 | +11.0% | 0.00% | 0.0% |
| Q4 2015 | $6,484,000 | +3.5% | 55,995 | -3.6% | 0.00% | 0.0% |
| Q3 2015 | $6,264,000 | -4.3% | 58,105 | +1.1% | 0.00% | 0.0% |
| Q2 2015 | $6,543,000 | +27.3% | 57,468 | +27.4% | 0.00% | 0.0% |
| Q1 2015 | $5,138,000 | +12.8% | 45,093 | +10.5% | 0.00% | +100.0% |
| Q4 2014 | $4,554,000 | +6.7% | 40,808 | +2.1% | 0.00% | 0.0% |
| Q3 2014 | $4,268,000 | +28.4% | 39,955 | +26.5% | 0.00% | 0.0% |
| Q2 2014 | $3,324,000 | +20.8% | 31,595 | +14.7% | 0.00% | 0.0% |
| Q1 2014 | $2,751,000 | +0.4% | 27,554 | -0.7% | 0.00% | 0.0% |
| Q4 2013 | $2,741,000 | +15.4% | 27,757 | +4.5% | 0.00% | 0.0% |
| Q3 2013 | $2,375,000 | +18.8% | 26,574 | +11.6% | 0.00% | 0.0% |
| Q2 2013 | $2,000,000 | – | 23,805 | – | 0.00% | – |
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% |