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 | $228,267 | +121.2% | 3,336 | +127.9% | 0.00% | – |
| Q2 2023 | $103,214 | +10.3% | 1,464 | 0.0% | 0.00% | – |
| Q1 2023 | $93,580 | +9.2% | 1,464 | 0.0% | 0.00% | – |
| Q4 2022 | $85,659 | +0.8% | 1,464 | 0.0% | 0.00% | – |
| Q3 2022 | $85,000 | -3.4% | 1,464 | 0.0% | 0.00% | – |
| Q2 2022 | $88,000 | -21.4% | 1,464 | 0.0% | 0.00% | – |
| Q1 2022 | $112,000 | -8.9% | 1,464 | 0.0% | 0.00% | – |
| Q4 2021 | $123,000 | +13.9% | 1,464 | 0.0% | 0.00% | – |
| Q3 2021 | $108,000 | +1.9% | 1,464 | 0.0% | 0.00% | – |
| Q2 2021 | $106,000 | +11.6% | 1,464 | 0.0% | 0.00% | – |
| Q1 2021 | $95,000 | +2.2% | 1,464 | 0.0% | 0.00% | – |
| Q4 2020 | $93,000 | +9.4% | 1,464 | +300.0% | 0.00% | – |
| Q3 2020 | $85,000 | +11.8% | 366 | 0.0% | 0.00% | – |
| Q2 2020 | $76,000 | +26.7% | 366 | 0.0% | 0.00% | – |
| Q1 2020 | $60,000 | -31.0% | 366 | -18.5% | 0.00% | – |
| Q4 2019 | $87,000 | +480.0% | 449 | +441.0% | 0.00% | – |
| Q3 2019 | $15,000 | 0.0% | 83 | 0.0% | 0.00% | – |
| Q2 2019 | $15,000 | – | 83 | – | 0.00% | – |
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% |