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 | $40,517 | -10.5% | 592,180 | -7.8% | 0.15% | -14.4% |
| Q2 2023 | $45,260 | -32.2% | 642,174 | -38.6% | 0.18% | -40.6% |
| Q1 2023 | $66,723 | +3.9% | 1,045,114 | -4.8% | 0.30% | -5.9% |
| Q4 2022 | $64,199 | -99.9% | 1,097,416 | -18.2% | 0.32% | -30.2% |
| Q3 2022 | $77,619,000 | -6.8% | 1,341,722 | -2.8% | 0.46% | -9.6% |
| Q2 2022 | $83,276,000 | -28.5% | 1,379,884 | -9.4% | 0.51% | -25.5% |
| Q1 2022 | $116,393,000 | +6.4% | 1,523,867 | +16.5% | 0.68% | +1.3% |
| Q4 2021 | $109,425,000 | +10.9% | 1,307,813 | -2.1% | 0.68% | -1.9% |
| Q3 2021 | $98,712,000 | +4.3% | 1,335,576 | +2.6% | 0.69% | -5.4% |
| Q2 2021 | $94,655,000 | +16.8% | 1,301,463 | +4.5% | 0.73% | -1.2% |
| Q1 2021 | $81,054,000 | +5743.8% | 1,244,878 | +5626.5% | 0.74% | +4235.3% |
| Q4 2020 | $1,387,000 | +9.0% | 21,739 | -1.2% | 0.02% | -10.5% |
| Q3 2020 | $1,272,000 | +19.9% | 22,011 | +330.3% | 0.02% | 0.0% |
| Q2 2020 | $1,061,000 | +44.6% | 5,115 | +14.9% | 0.02% | +18.8% |
| Q1 2020 | $734,000 | -31.7% | 4,450 | -19.8% | 0.02% | -23.8% |
| Q4 2019 | $1,074,000 | -5.0% | 5,548 | -11.7% | 0.02% | -22.2% |
| Q3 2019 | $1,130,000 | -18.3% | 6,282 | -18.6% | 0.03% | -27.0% |
| Q2 2019 | $1,383,000 | -14.6% | 7,716 | -21.9% | 0.04% | +5.7% |
| Q1 2019 | $1,619,000 | – | 9,876 | – | 0.04% | – |
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% |