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 | $1,019,526 | -2.9% | 14,901 | 0.0% | 0.33% | +1.2% |
| Q2 2023 | $1,050,222 | +10.3% | 14,901 | 0.0% | 0.33% | +6.5% |
| Q1 2023 | $952,025 | +9.2% | 14,901 | 0.0% | 0.31% | -9.2% |
| Q4 2022 | $871,708 | +1.1% | 14,901 | 0.0% | 0.34% | -4.5% |
| Q3 2022 | $862,000 | -4.1% | 14,901 | 0.0% | 0.35% | +0.9% |
| Q2 2022 | $899,000 | -21.3% | 14,901 | -0.4% | 0.35% | -2.5% |
| Q1 2022 | $1,142,000 | -8.8% | 14,956 | -0.1% | 0.36% | +3.7% |
| Q4 2021 | $1,252,000 | +13.2% | 14,968 | 0.0% | 0.35% | +5.8% |
| Q3 2021 | $1,106,000 | – | 14,968 | – | 0.33% | – |
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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% |