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 | $41,873 | +13.2% | 612 | 0.0% | 0.01% | -11.1% |
| Q2 2022 | $37,000 | -21.3% | 612 | 0.0% | 0.01% | -10.0% |
| Q1 2022 | $47,000 | +4.4% | 612 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $45,000 | 0.0% | 612 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $45,000 | +12.5% | 612 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $40,000 | +2.6% | 612 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $39,000 | +11.4% | 612 | +300.0% | 0.01% | +20.0% |
| Q3 2020 | $35,000 | +9.4% | 153 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $32,000 | +28.0% | 153 | 0.0% | 0.01% | +20.0% |
| Q1 2020 | $25,000 | -16.7% | 153 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $30,000 | +7.1% | 153 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $28,000 | +3.7% | 153 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $27,000 | +3.8% | 153 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $26,000 | – | 153 | – | 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% |