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 | $933,591 | -7.7% | 13,645 | -4.9% | 0.22% | -0.5% |
| Q2 2023 | $1,011,599 | +7.9% | 14,353 | -2.1% | 0.22% | +2.3% |
| Q1 2023 | $937,139 | +9.2% | 14,668 | 0.0% | 0.21% | +7.0% |
| Q4 2022 | $858,078 | +1.1% | 14,668 | 0.0% | 0.20% | -2.4% |
| Q3 2022 | $849,000 | -4.1% | 14,668 | 0.0% | 0.20% | +3.0% |
| Q2 2022 | $885,000 | -21.0% | 14,668 | 0.0% | 0.20% | -4.3% |
| Q1 2022 | $1,120,000 | -8.7% | 14,668 | 0.0% | 0.21% | -10.0% |
| Q4 2021 | $1,227,000 | -24.7% | 14,668 | -33.5% | 0.23% | -31.2% |
| Q3 2021 | $1,629,000 | +1.6% | 22,043 | 0.0% | 0.34% | -3.7% |
| Q2 2021 | $1,603,000 | -30.4% | 22,043 | -37.6% | 0.35% | -35.6% |
| Q1 2021 | $2,302,000 | +17.7% | 35,347 | +15.3% | 0.54% | -2.9% |
| Q4 2020 | $1,956,000 | +10.4% | 30,648 | +300.0% | 0.56% | -0.4% |
| Q3 2020 | $1,771,000 | +5.4% | 7,662 | -5.5% | 0.56% | +4.7% |
| Q2 2020 | $1,681,000 | +25.6% | 8,106 | 0.0% | 0.54% | +9.6% |
| Q1 2020 | $1,338,000 | -14.8% | 8,106 | 0.0% | 0.49% | +6.1% |
| Q4 2019 | $1,570,000 | +7.5% | 8,106 | 0.0% | 0.46% | -8.2% |
| Q3 2019 | $1,460,000 | +0.5% | 8,106 | 0.0% | 0.50% | +2.0% |
| Q2 2019 | $1,453,000 | -11.8% | 8,106 | -15.2% | 0.49% | -30.0% |
| Q1 2019 | $1,648,000 | +14.4% | 9,559 | 0.0% | 0.70% | -0.4% |
| Q4 2018 | $1,440,000 | -15.0% | 9,559 | 0.0% | 0.70% | -13.5% |
| Q3 2018 | $1,694,000 | +9.0% | 9,559 | 0.0% | 0.81% | -4.7% |
| Q2 2018 | $1,554,000 | +4.9% | 9,559 | 0.0% | 0.85% | +3.1% |
| Q1 2018 | $1,482,000 | -3.5% | 9,559 | -4.9% | 0.83% | -14.2% |
| Q4 2017 | $1,535,000 | -7.1% | 10,047 | -12.8% | 0.96% | +87.0% |
| Q3 2017 | $1,652,000 | +4.8% | 11,518 | 0.0% | 0.52% | +0.2% |
| Q2 2017 | $1,576,000 | – | 11,518 | – | 0.52% | – |
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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% |