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 | $2,836,351 | -2.9% | 41,455 | 0.0% | 1.88% | -0.2% |
| Q2 2023 | $2,921,748 | +10.1% | 41,455 | -0.2% | 1.89% | +1.0% |
| Q1 2023 | $2,653,607 | +8.4% | 41,534 | -0.8% | 1.87% | -5.5% |
| Q4 2022 | $2,449,044 | +1.1% | 41,864 | 0.0% | 1.98% | -21.1% |
| Q3 2022 | $2,422,000 | -4.1% | 41,864 | 0.0% | 2.51% | +4.4% |
| Q2 2022 | $2,526,000 | -21.0% | 41,864 | 0.0% | 2.40% | -9.9% |
| Q1 2022 | $3,198,000 | -8.7% | 41,864 | 0.0% | 2.67% | -8.8% |
| Q4 2021 | $3,503,000 | – | 41,864 | – | 2.92% | – |
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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% |