ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 280 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 0.85 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $112 | +28.7% | 1,632 | +32.6% | 0.05% | +20.0% |
| Q2 2023 | $87 | -26.9% | 1,231 | -33.8% | 0.04% | -24.5% |
| Q1 2023 | $119 | +7.2% | 1,859 | -1.7% | 0.05% | -5.4% |
| Q4 2022 | $111 | -99.9% | 1,892 | -6.0% | 0.06% | -1.8% |
| Q3 2022 | $116,000 | +19.6% | 2,012 | +24.9% | 0.06% | +26.7% |
| Q2 2022 | $97,000 | +70.2% | 1,611 | +117.7% | 0.04% | +114.3% |
| Q1 2022 | $57,000 | +1325.0% | 740 | +1620.9% | 0.02% | +2000.0% |
| Q4 2021 | $4,000 | -88.2% | 43 | -84.6% | 0.00% | -94.4% |
| Q4 2016 | $34,000 | 0.0% | 279 | 0.0% | 0.02% | +5.9% |
| Q3 2016 | $34,000 | +3.0% | 279 | 0.0% | 0.02% | -10.5% |
| Q2 2016 | $33,000 | 0.0% | 279 | -24.0% | 0.02% | -9.5% |
| Q3 2013 | $33,000 | +6.5% | 367 | 0.0% | 0.02% | +10.5% |
| Q2 2013 | $31,000 | – | 367 | – | 0.02% | – |
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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% |