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 | $273 | -3.2% | 3,997 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $282 | +10.6% | 3,997 | 0.0% | 0.00% | +50.0% |
| Q1 2023 | $255 | +9.0% | 3,997 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $234 | -99.9% | 3,997 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $231,000 | -4.1% | 3,997 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $241,000 | -21.0% | 3,997 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $305,000 | -8.7% | 3,997 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $334,000 | +13.2% | 3,997 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $295,000 | -8.1% | 3,997 | -9.3% | 0.00% | 0.0% |
| Q2 2021 | $321,000 | +11.8% | 4,408 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $287,000 | +2.1% | 4,408 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $281,000 | +10.2% | 4,408 | +300.0% | 0.00% | 0.0% |
| Q3 2020 | $255,000 | +11.4% | 1,102 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $229,000 | -0.4% | 1,102 | -20.8% | 0.00% | 0.0% |
| Q1 2020 | $230,000 | -20.1% | 1,392 | -6.3% | 0.00% | 0.0% |
| Q4 2019 | $288,000 | +14.7% | 1,486 | +6.8% | 0.00% | 0.0% |
| Q3 2019 | $251,000 | +0.4% | 1,392 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $250,000 | +4.2% | 1,392 | 0.0% | 0.00% | +50.0% |
| Q1 2019 | $240,000 | – | 1,392 | – | 0.00% | – |
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% |