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 | $640,177 | -2.8% | 9,356 | +0.1% | 0.01% | 0.0% |
| Q2 2023 | $658,787 | -9.0% | 9,347 | -17.5% | 0.01% | 0.0% |
| Q1 2023 | $723,869 | +12.3% | 11,329 | +2.8% | 0.01% | 0.0% |
| Q4 2022 | $644,556 | +0.2% | 11,017 | -0.8% | 0.01% | 0.0% |
| Q3 2022 | $643,000 | -6.0% | 11,107 | -2.0% | 0.01% | 0.0% |
| Q2 2022 | $684,000 | -21.3% | 11,331 | -0.4% | 0.01% | -16.7% |
| Q1 2022 | $869,000 | -79.5% | 11,377 | -77.6% | 0.01% | -78.6% |
| Q4 2021 | $4,247,000 | +477.8% | 50,763 | +410.6% | 0.03% | +460.0% |
| Q3 2021 | $735,000 | -30.1% | 9,941 | -31.3% | 0.01% | -37.5% |
| Q2 2021 | $1,052,000 | +6.7% | 14,471 | -4.4% | 0.01% | 0.0% |
| Q1 2021 | $986,000 | +3.9% | 15,140 | +1.8% | 0.01% | -11.1% |
| Q4 2020 | $949,000 | +3.3% | 14,870 | +273.9% | 0.01% | -10.0% |
| Q3 2020 | $919,000 | +13.5% | 3,977 | +2.1% | 0.01% | -9.1% |
| Q2 2020 | $810,000 | +75.7% | 3,896 | +39.6% | 0.01% | +83.3% |
| Q1 2020 | $461,000 | -14.6% | 2,791 | +0.2% | 0.01% | 0.0% |
| Q4 2019 | $540,000 | +14.4% | 2,786 | +6.2% | 0.01% | 0.0% |
| Q3 2019 | $472,000 | – | 2,623 | – | 0.01% | – |
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% |