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 | $1,075,083 | -11.2% | 15,713 | -8.5% | 0.43% | -4.6% |
| Q2 2023 | $1,210,212 | +28.7% | 17,171 | +16.7% | 0.45% | +23.8% |
| Q1 2023 | $940,077 | +9.9% | 14,714 | +0.6% | 0.36% | +9.3% |
| Q4 2022 | $855,504 | +2.0% | 14,624 | +0.9% | 0.33% | -4.3% |
| Q3 2022 | $839,000 | +2.8% | 14,499 | +7.3% | 0.35% | +9.1% |
| Q2 2022 | $816,000 | -17.9% | 13,514 | +3.9% | 0.32% | +3.9% |
| Q1 2022 | $994,000 | -15.3% | 13,009 | -7.2% | 0.31% | -11.2% |
| Q4 2021 | $1,173,000 | +17.9% | 14,024 | +4.2% | 0.35% | +13.4% |
| Q3 2021 | $995,000 | -2.1% | 13,456 | 0.0% | 0.31% | +1.0% |
| Q2 2021 | $1,016,000 | +163.2% | 13,456 | +127.1% | 0.30% | +146.3% |
| Q1 2021 | $386,000 | – | 5,926 | – | 0.12% | – |
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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% |