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 | $634,253 | -2.9% | 9,270 | 0.0% | 0.13% | +0.8% |
| Q2 2023 | $653,350 | +10.3% | 9,270 | 0.0% | 0.13% | +4.1% |
| Q1 2023 | $592,260 | +9.2% | 9,270 | 0.0% | 0.12% | +6.1% |
| Q4 2022 | $542,295 | +1.2% | 9,270 | 0.0% | 0.11% | -8.1% |
| Q3 2022 | $536,000 | -4.1% | 9,270 | 0.0% | 0.12% | +2.5% |
| Q2 2022 | $559,000 | -21.4% | 9,270 | -0.5% | 0.12% | -9.7% |
| Q1 2022 | $711,000 | -8.7% | 9,320 | 0.0% | 0.13% | -8.8% |
| Q4 2021 | $779,000 | +13.2% | 9,320 | 0.0% | 0.15% | +4.3% |
| Q3 2021 | $688,000 | +1.5% | 9,320 | 0.0% | 0.14% | 0.0% |
| Q2 2021 | $678,000 | +9.2% | 9,320 | -2.3% | 0.14% | +2.9% |
| Q1 2021 | $621,000 | +2.0% | 9,540 | 0.0% | 0.14% | -5.5% |
| Q4 2020 | $609,000 | +10.5% | 9,540 | +300.0% | 0.14% | 0.0% |
| Q3 2020 | $551,000 | +11.3% | 2,385 | 0.0% | 0.14% | +6.6% |
| Q2 2020 | $495,000 | +25.6% | 2,385 | 0.0% | 0.14% | +7.1% |
| Q1 2020 | $394,000 | -14.7% | 2,385 | 0.0% | 0.13% | +6.7% |
| Q4 2019 | $462,000 | +7.7% | 2,385 | 0.0% | 0.12% | +1.7% |
| Q3 2019 | $429,000 | +0.5% | 2,385 | 0.0% | 0.12% | -1.7% |
| Q2 2019 | $427,000 | +3.9% | 2,385 | 0.0% | 0.12% | +0.8% |
| Q1 2019 | $411,000 | +14.5% | 2,385 | 0.0% | 0.12% | +3.5% |
| Q4 2018 | $359,000 | -15.1% | 2,385 | 0.0% | 0.11% | -0.9% |
| Q3 2018 | $423,000 | +9.0% | 2,385 | 0.0% | 0.12% | 0.0% |
| Q2 2018 | $388,000 | +4.9% | 2,385 | 0.0% | 0.12% | +3.6% |
| Q1 2018 | $370,000 | +5.7% | 2,385 | +4.1% | 0.11% | +12.1% |
| Q4 2017 | $350,000 | – | 2,292 | – | 0.10% | – |
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% |