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 | $550,713 | -2.9% | 8,049 | 0.0% | 0.07% | +1.4% |
| Q2 2023 | $567,294 | +10.3% | 8,049 | 0.0% | 0.07% | +10.6% |
| Q1 2023 | $514,251 | +109082.8% | 8,049 | 0.0% | 0.07% | +6.5% |
| Q4 2022 | $471 | -99.9% | 8,049 | 0.0% | 0.06% | -4.6% |
| Q3 2022 | $466,000 | +62.9% | 8,049 | +69.6% | 0.06% | +75.7% |
| Q2 2022 | $286,000 | -21.0% | 4,745 | 0.0% | 0.04% | -7.5% |
| Q1 2022 | $362,000 | -49.2% | 4,745 | -44.3% | 0.04% | -46.7% |
| Q4 2021 | $712,000 | +13.2% | 8,512 | 0.0% | 0.08% | +7.1% |
| Q3 2021 | $629,000 | -45.7% | 8,512 | -46.6% | 0.07% | -45.7% |
| Q2 2021 | $1,159,000 | -4.5% | 15,936 | -14.5% | 0.13% | -6.5% |
| Q1 2021 | $1,213,000 | -32.7% | 18,636 | -34.0% | 0.14% | -37.6% |
| Q4 2020 | $1,802,000 | +24.2% | 28,236 | +349.7% | 0.22% | +3.8% |
| Q3 2020 | $1,451,000 | +0.1% | 6,279 | -10.2% | 0.21% | -5.8% |
| Q2 2020 | $1,450,000 | +25.6% | 6,990 | 0.0% | 0.23% | +3.7% |
| Q1 2020 | $1,154,000 | -14.8% | 6,990 | 0.0% | 0.22% | +5.3% |
| Q4 2019 | $1,354,000 | +7.6% | 6,990 | 0.0% | 0.21% | +1.5% |
| Q3 2019 | $1,258,000 | +0.4% | 6,990 | 0.0% | 0.20% | +1.0% |
| Q2 2019 | $1,253,000 | +878.9% | 6,990 | +844.6% | 0.20% | +861.9% |
| Q1 2019 | $128,000 | +15.3% | 740 | 0.0% | 0.02% | +5.0% |
| Q4 2018 | $111,000 | -15.3% | 740 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $131,000 | +9.2% | 740 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $120,000 | +4.3% | 740 | 0.0% | 0.02% | +5.3% |
| Q1 2018 | $115,000 | +1.8% | 740 | 0.0% | 0.02% | +11.8% |
| Q4 2017 | $113,000 | +6.6% | 740 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $106,000 | +5.0% | 740 | 0.0% | 0.02% | -22.7% |
| Q2 2017 | $101,000 | -48.2% | 740 | -50.1% | 0.02% | -48.8% |
| Q1 2017 | $195,000 | +8.3% | 1,482 | 0.0% | 0.04% | +34.4% |
| Q4 2016 | $180,000 | 0.0% | 1,482 | 0.0% | 0.03% | -5.9% |
| Q3 2016 | $180,000 | +4.0% | 1,482 | 0.0% | 0.03% | +3.0% |
| Q2 2016 | $173,000 | -52.5% | 1,482 | -52.8% | 0.03% | -52.9% |
| Q1 2016 | $364,000 | 0.0% | 3,142 | 0.0% | 0.07% | -9.1% |
| Q4 2015 | $364,000 | +103.4% | 3,142 | +89.3% | 0.08% | +102.6% |
| Q3 2015 | $179,000 | -13.9% | 1,660 | -9.3% | 0.04% | -2.6% |
| Q2 2015 | $208,000 | -0.5% | 1,830 | 0.0% | 0.04% | +25.8% |
| Q1 2015 | $209,000 | +2.5% | 1,830 | 0.0% | 0.03% | -6.1% |
| Q4 2014 | $204,000 | – | 1,830 | – | 0.03% | – |
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% |