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 | $291,752 | -2.9% | 4,264 | 0.0% | 0.01% | +8.3% |
| Q2 2023 | $300,536 | +10.3% | 4,264 | 0.0% | 0.01% | +9.1% |
| Q1 2023 | $272,435 | +112476.4% | 4,264 | +3.1% | 0.01% | +10.0% |
| Q4 2022 | $242 | -99.9% | 4,134 | -0.5% | 0.01% | -9.1% |
| Q3 2022 | $240,000 | -8.4% | 4,154 | -4.3% | 0.01% | 0.0% |
| Q2 2022 | $262,000 | -22.5% | 4,339 | -1.9% | 0.01% | -8.3% |
| Q1 2022 | $338,000 | -11.7% | 4,422 | -3.4% | 0.01% | -7.7% |
| Q4 2021 | $383,000 | +18.6% | 4,577 | +4.9% | 0.01% | 0.0% |
| Q3 2021 | $323,000 | -9.8% | 4,364 | -11.4% | 0.01% | -7.1% |
| Q2 2021 | $358,000 | +24.7% | 4,924 | +11.8% | 0.01% | +7.7% |
| Q1 2021 | $287,000 | -8.6% | 4,404 | -10.6% | 0.01% | -13.3% |
| Q4 2020 | $314,000 | +10.6% | 4,924 | +300.0% | 0.02% | -6.2% |
| Q3 2020 | $284,000 | +11.4% | 1,231 | 0.0% | 0.02% | +14.3% |
| Q2 2020 | $255,000 | – | 1,231 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |