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 | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $17,905,000 | -53.3% | 153,586 | -53.5% | 3.30% | -43.9% |
| Q1 2016 | $38,304,000 | -13.3% | 330,518 | -13.3% | 5.89% | -8.3% |
| Q4 2015 | $44,165,000 | -65.7% | 381,393 | -68.1% | 6.42% | -46.0% |
| Q3 2015 | $128,944,000 | -1.4% | 1,196,144 | +4.1% | 11.89% | +9.3% |
| Q2 2015 | $130,823,000 | +6.1% | 1,148,990 | +6.2% | 10.88% | -3.9% |
| Q1 2015 | $123,336,000 | +2.1% | 1,082,384 | +0.0% | 11.31% | +8.7% |
| Q4 2014 | $120,749,000 | -8.8% | 1,081,988 | -12.8% | 10.41% | -11.7% |
| Q3 2014 | $132,469,000 | +6.5% | 1,240,178 | +4.9% | 11.79% | -1.8% |
| Q2 2014 | $124,413,000 | +37.5% | 1,182,755 | +30.5% | 12.00% | +22.4% |
| Q1 2014 | $90,462,000 | +6.7% | 906,241 | +5.6% | 9.81% | -24.9% |
| Q4 2013 | $84,769,000 | +23.1% | 858,518 | +6.3% | 13.06% | +10.4% |
| Q3 2013 | $68,836,000 | +2.4% | 807,912 | +0.9% | 11.83% | +5.3% |
| Q2 2013 | $67,194,000 | – | 800,565 | – | 11.24% | – |
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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% |