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 | ||||
---|---|---|---|---|---|---|
Q1 2016 | $14,055,000 | -4.2% | 121,280 | -4.2% | 0.42% | -5.8% |
Q4 2015 | $14,667,000 | +4.9% | 126,660 | -2.3% | 0.44% | +1.6% |
Q3 2015 | $13,980,000 | -8.0% | 129,680 | -2.9% | 0.44% | +6.1% |
Q2 2015 | $15,200,000 | -1.1% | 133,500 | -1.0% | 0.41% | -3.5% |
Q1 2015 | $15,363,000 | -3.5% | 134,820 | -5.5% | 0.43% | -3.4% |
Q4 2014 | $15,918,000 | -0.3% | 142,630 | -4.5% | 0.44% | -3.1% |
Q3 2014 | $15,959,000 | -2.6% | 149,400 | -4.1% | 0.46% | -1.9% |
Q2 2014 | $16,392,000 | -16.8% | 155,830 | -21.0% | 0.47% | -18.2% |
Q1 2014 | $19,696,000 | -5.1% | 197,280 | -6.1% | 0.57% | -5.3% |
Q4 2013 | $20,749,000 | +25.0% | 210,120 | +13.1% | 0.60% | +18.5% |
Q3 2013 | $16,599,000 | +2.5% | 185,750 | -3.7% | 0.51% | -4.0% |
Q2 2013 | $16,200,000 | – | 192,830 | – | 0.53% | – |
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% |