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 | $6,002,486 | -0.3% | 87,730 | +2.7% | 0.23% | +2.2% |
| Q2 2023 | $6,019,132 | +20.5% | 85,402 | +9.3% | 0.23% | +12.9% |
| Q1 2023 | $4,993,067 | +14.1% | 78,151 | +4.5% | 0.20% | +10.4% |
| Q4 2022 | $4,376,560 | +0.1% | 74,813 | -1.0% | 0.18% | -9.9% |
| Q3 2022 | $4,373,000 | +1.6% | 75,600 | +6.0% | 0.20% | +7.4% |
| Q2 2022 | $4,305,000 | -20.3% | 71,339 | +0.9% | 0.19% | -9.6% |
| Q1 2022 | $5,401,000 | -2.8% | 70,712 | +6.4% | 0.21% | +2.0% |
| Q4 2021 | $5,559,000 | +14.2% | 66,440 | +0.9% | 0.20% | +6.2% |
| Q3 2021 | $4,866,000 | -0.4% | 65,834 | -2.0% | 0.19% | -0.5% |
| Q2 2021 | $4,884,000 | +67.5% | 67,159 | +280.3% | 0.19% | +6.6% |
| Q1 2021 | $2,915,000 | -36.1% | 17,659 | -75.3% | 0.18% | +1.7% |
| Q4 2020 | $4,561,000 | +7.9% | 71,465 | +290.6% | 0.18% | -2.2% |
| Q3 2020 | $4,228,000 | +10.2% | 18,295 | -1.0% | 0.18% | +5.2% |
| Q2 2020 | $3,835,000 | +31.6% | 18,483 | +4.7% | 0.17% | +11.6% |
| Q1 2020 | $2,915,000 | -12.6% | 17,659 | +2.5% | 0.16% | -6.6% |
| Q4 2019 | $3,337,000 | +10.8% | 17,231 | +3.0% | 0.17% | +2.5% |
| Q3 2019 | $3,012,000 | +6.1% | 16,729 | +5.6% | 0.16% | +3.8% |
| Q2 2019 | $2,840,000 | +14.8% | 15,846 | +10.4% | 0.16% | +9.1% |
| Q1 2019 | $2,474,000 | +39.6% | 14,356 | +22.1% | 0.14% | +23.3% |
| Q4 2018 | $1,772,000 | +6.4% | 11,762 | +25.1% | 0.12% | +26.1% |
| Q3 2018 | $1,666,000 | +19.0% | 9,403 | +9.2% | 0.09% | +12.2% |
| Q2 2018 | $1,400,000 | +4.0% | 8,609 | -0.9% | 0.08% | +6.5% |
| Q1 2018 | $1,346,000 | -1.8% | 8,683 | -3.3% | 0.08% | +4.1% |
| Q4 2017 | $1,371,000 | -10.4% | 8,975 | -15.9% | 0.07% | -11.9% |
| Q3 2017 | $1,530,000 | +10.7% | 10,670 | +5.6% | 0.08% | +7.7% |
| Q2 2017 | $1,382,000 | +7.8% | 10,100 | +3.6% | 0.08% | +2.6% |
| Q1 2017 | $1,282,000 | -6.7% | 9,748 | -13.6% | 0.08% | -11.6% |
| Q4 2016 | $1,374,000 | -2.3% | 11,279 | -2.5% | 0.09% | -4.4% |
| Q3 2016 | $1,407,000 | +6.4% | 11,567 | +2.0% | 0.09% | +5.9% |
| Q2 2016 | $1,322,000 | -0.4% | 11,342 | -0.9% | 0.08% | -2.3% |
| Q1 2016 | $1,327,000 | +249.2% | 11,449 | +248.6% | 0.09% | +248.0% |
| Q4 2015 | $380,000 | +16.9% | 3,284 | +9.0% | 0.02% | +8.7% |
| Q3 2015 | $325,000 | +11.3% | 3,013 | +17.4% | 0.02% | +21.1% |
| Q2 2015 | $292,000 | 0.0% | 2,566 | 0.0% | 0.02% | +5.6% |
| Q1 2015 | $292,000 | – | 2,566 | – | 0.02% | – |
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% |