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 | $1,536,987 | -2.9% | 22,464 | 0.0% | 0.14% | +1.5% |
| Q2 2023 | $1,583,263 | +10.3% | 22,464 | 0.0% | 0.13% | +4.7% |
| Q1 2023 | $1,435,225 | +9.2% | 22,464 | 0.0% | 0.13% | +6.7% |
| Q4 2022 | $1,314,145 | +1.0% | 22,464 | -0.1% | 0.12% | -7.0% |
| Q3 2022 | $1,301,000 | -6.5% | 22,481 | -2.5% | 0.13% | 0.0% |
| Q2 2022 | $1,391,000 | -21.0% | 23,057 | 0.0% | 0.13% | -14.0% |
| Q1 2022 | $1,761,000 | -8.7% | 23,057 | 0.0% | 0.15% | -4.5% |
| Q4 2021 | $1,929,000 | +10.0% | 23,057 | -2.8% | 0.16% | -1.9% |
| Q3 2021 | $1,754,000 | +1.6% | 23,727 | 0.0% | 0.16% | -8.0% |
| Q2 2021 | $1,726,000 | +14.5% | 23,727 | +2.5% | 0.17% | +9.4% |
| Q1 2021 | $1,507,000 | +2.0% | 23,153 | 0.0% | 0.16% | +6.0% |
| Q4 2020 | $1,478,000 | +7.2% | 23,153 | +287.9% | 0.15% | -3.2% |
| Q3 2020 | $1,379,000 | +11.3% | 5,969 | 0.0% | 0.16% | +6.2% |
| Q2 2020 | $1,239,000 | +25.8% | 5,969 | 0.0% | 0.15% | +7.4% |
| Q1 2020 | $985,000 | -14.8% | 5,969 | 0.0% | 0.14% | +3.0% |
| Q4 2019 | $1,156,000 | +7.5% | 5,969 | 0.0% | 0.13% | -5.0% |
| Q3 2019 | $1,075,000 | +0.5% | 5,969 | 0.0% | 0.14% | -3.5% |
| Q2 2019 | $1,070,000 | +4.0% | 5,969 | 0.0% | 0.14% | +0.7% |
| Q1 2019 | $1,029,000 | +14.5% | 5,969 | 0.0% | 0.14% | +3.6% |
| Q4 2018 | $899,000 | -30.1% | 5,969 | -17.8% | 0.14% | -21.6% |
| Q3 2018 | $1,287,000 | +9.0% | 7,262 | 0.0% | 0.18% | +4.8% |
| Q2 2018 | $1,181,000 | +4.9% | 7,262 | 0.0% | 0.17% | +3.7% |
| Q1 2018 | $1,126,000 | +1.5% | 7,262 | 0.0% | 0.16% | +3.2% |
| Q4 2017 | $1,109,000 | +6.4% | 7,262 | 0.0% | 0.16% | +3.3% |
| Q3 2017 | $1,042,000 | +212.9% | 7,262 | +198.4% | 0.15% | +210.2% |
| Q2 2017 | $333,000 | +4.1% | 2,434 | 0.0% | 0.05% | 0.0% |
| Q1 2017 | $320,000 | +8.1% | 2,434 | 0.0% | 0.05% | +2.1% |
| Q4 2016 | $296,000 | 0.0% | 2,434 | 0.0% | 0.05% | 0.0% |
| Q3 2016 | $296,000 | +4.2% | 2,434 | 0.0% | 0.05% | 0.0% |
| Q2 2016 | $284,000 | – | 2,434 | – | 0.05% | – |
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% |