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 | $4,027 | +5.0% | 58,660 | +7.7% | 0.55% | +11.7% |
| Q2 2023 | $3,837 | +33.1% | 54,448 | +20.7% | 0.50% | +26.6% |
| Q1 2023 | $2,882 | -99.9% | 45,113 | -8.8% | 0.39% | -21.0% |
| Q4 2021 | $4,139,000 | +148.9% | 49,470 | +119.9% | 0.50% | +107.1% |
| Q3 2021 | $1,663,000 | -21.9% | 22,500 | -23.1% | 0.24% | -24.4% |
| Q2 2021 | $2,129,000 | +18.2% | 29,276 | +5.8% | 0.32% | -2.2% |
| Q1 2021 | $1,801,000 | -6.3% | 27,667 | -8.2% | 0.32% | -23.6% |
| Q4 2020 | $1,923,000 | +2.3% | 30,128 | +270.3% | 0.42% | -30.1% |
| Q3 2020 | $1,880,000 | -39.2% | 8,137 | -45.4% | 0.60% | -48.4% |
| Q2 2020 | $3,093,000 | +127.6% | 14,904 | +81.0% | 1.17% | +62.5% |
| Q1 2020 | $1,359,000 | -42.2% | 8,235 | -32.1% | 0.72% | -24.6% |
| Q4 2019 | $2,350,000 | +16.2% | 12,136 | +8.0% | 0.96% | -24.2% |
| Q3 2019 | $2,023,000 | +2.3% | 11,239 | +1.9% | 1.26% | -0.6% |
| Q2 2019 | $1,978,000 | -0.4% | 11,033 | -4.2% | 1.27% | -15.9% |
| Q1 2019 | $1,986,000 | +18.5% | 11,521 | +3.6% | 1.51% | -6.5% |
| Q4 2018 | $1,676,000 | +0.6% | 11,126 | +18.3% | 1.62% | +30.7% |
| Q3 2018 | $1,666,000 | +6.6% | 9,403 | -2.1% | 1.24% | -8.1% |
| Q2 2018 | $1,563,000 | +27.1% | 9,609 | +21.2% | 1.35% | +14.4% |
| Q1 2018 | $1,230,000 | +34.4% | 7,930 | +32.4% | 1.18% | +23.2% |
| Q4 2017 | $915,000 | +50.2% | 5,990 | +41.0% | 0.96% | +25.8% |
| Q3 2017 | $609,000 | -8.0% | 4,247 | -12.3% | 0.76% | +266.7% |
| Q2 2017 | $662,000 | – | 4,840 | – | 0.21% | – |
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% |