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 | $10,694,046 | +38.4% | 156,300 | +42.6% | 0.05% | +45.5% |
| Q2 2023 | $7,724,608 | +821.8% | 109,600 | +655.9% | 0.03% | +725.0% |
| Q3 2022 | $838,000 | +6.1% | 14,500 | +10.7% | 0.00% | 0.0% |
| Q2 2022 | $790,000 | -76.2% | 13,100 | -69.9% | 0.00% | -69.2% |
| Q1 2022 | $3,322,000 | -31.5% | 43,500 | -24.2% | 0.01% | -23.5% |
| Q4 2021 | $4,848,000 | +307.7% | 57,400 | +256.5% | 0.02% | +240.0% |
| Q3 2021 | $1,189,000 | +50.1% | 16,100 | +47.7% | 0.01% | +66.7% |
| Q2 2021 | $792,000 | +171.2% | 10,900 | +142.2% | 0.00% | +200.0% |
| Q1 2021 | $292,000 | – | 4,500 | – | 0.00% | – |
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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% |