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 | $1,599,934 | -7.7% | 23,384 | -4.9% | 0.04% | -2.6% |
| Q2 2023 | $1,732,681 | +8.5% | 24,584 | -1.6% | 0.04% | +2.6% |
| Q1 2023 | $1,596,228 | +9.2% | 24,984 | -0.0% | 0.04% | +5.6% |
| Q4 2022 | $1,461,681 | +1.2% | 24,986 | 0.0% | 0.04% | -10.0% |
| Q3 2022 | $1,445,000 | -4.2% | 24,986 | 0.0% | 0.04% | +2.6% |
| Q2 2022 | $1,508,000 | -12.4% | 24,986 | +10.9% | 0.04% | 0.0% |
| Q1 2022 | $1,721,000 | -8.7% | 22,528 | 0.0% | 0.04% | -4.9% |
| Q4 2021 | $1,885,000 | +14.4% | 22,528 | +1.0% | 0.04% | +2.5% |
| Q3 2021 | $1,648,000 | -3.5% | 22,300 | -5.0% | 0.04% | -4.8% |
| Q2 2021 | $1,708,000 | +11.7% | 23,480 | -0.0% | 0.04% | +2.4% |
| Q1 2021 | $1,529,000 | -0.6% | 23,481 | -2.6% | 0.04% | -4.7% |
| Q4 2020 | $1,539,000 | +6.9% | 24,112 | +287.0% | 0.04% | -2.3% |
| Q3 2020 | $1,440,000 | -15.1% | 6,231 | -23.8% | 0.04% | -22.8% |
| Q2 2020 | $1,697,000 | +25.5% | 8,178 | -0.1% | 0.06% | +7.5% |
| Q1 2020 | $1,352,000 | -22.2% | 8,189 | -8.8% | 0.05% | -5.4% |
| Q4 2019 | $1,738,000 | -0.1% | 8,978 | -7.1% | 0.06% | -8.2% |
| Q3 2019 | $1,740,000 | +0.4% | 9,667 | 0.0% | 0.06% | -1.6% |
| Q2 2019 | $1,733,000 | +12.8% | 9,667 | +11.5% | 0.06% | -10.1% |
| Q3 2018 | $1,536,000 | -1.5% | 8,672 | -9.5% | 0.07% | +3.0% |
| Q2 2018 | $1,559,000 | +1.4% | 9,587 | -3.2% | 0.07% | +6.3% |
| Q1 2018 | $1,537,000 | -1.4% | 9,907 | -2.9% | 0.06% | 0.0% |
| Q4 2017 | $1,559,000 | +21.2% | 10,200 | +13.8% | 0.06% | +14.5% |
| Q3 2017 | $1,286,000 | -1.1% | 8,965 | -5.6% | 0.06% | -6.8% |
| Q2 2017 | $1,300,000 | +1.2% | 9,500 | -2.7% | 0.06% | 0.0% |
| Q1 2017 | $1,284,000 | -11.8% | 9,768 | -18.3% | 0.06% | -14.5% |
| Q4 2016 | $1,456,000 | +26.8% | 11,960 | +26.7% | 0.07% | +23.2% |
| Q3 2016 | $1,148,000 | -9.2% | 9,438 | -12.9% | 0.06% | -11.1% |
| Q2 2016 | $1,264,000 | +1.1% | 10,838 | +0.5% | 0.06% | -3.1% |
| Q1 2016 | $1,250,000 | -9.2% | 10,788 | -9.3% | 0.06% | -8.5% |
| Q4 2015 | $1,376,000 | +7.0% | 11,888 | -0.4% | 0.07% | +1.4% |
| Q3 2015 | $1,286,000 | -47.2% | 11,933 | -44.2% | 0.07% | -42.1% |
| Q2 2015 | $2,434,000 | -0.5% | 21,373 | -0.5% | 0.12% | -0.8% |
| Q1 2015 | $2,447,000 | +13.2% | 21,473 | +10.8% | 0.12% | +14.0% |
| Q4 2014 | $2,162,000 | -3.4% | 19,373 | -7.5% | 0.11% | -7.0% |
| Q3 2014 | $2,237,000 | -2.5% | 20,948 | -4.0% | 0.12% | -2.5% |
| Q2 2014 | $2,294,000 | +3.0% | 21,810 | -2.2% | 0.12% | 0.0% |
| Q1 2014 | $2,227,000 | -14.4% | 22,310 | -15.3% | 0.12% | -15.1% |
| Q4 2013 | $2,601,000 | +10.4% | 26,335 | -0.1% | 0.14% | +1.5% |
| Q3 2013 | $2,356,000 | +6.4% | 26,365 | 0.0% | 0.14% | +3.0% |
| Q2 2013 | $2,215,000 | – | 26,365 | – | 0.13% | – |
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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% |