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 | $363,515 | -2.9% | 5,313 | 0.0% | 0.02% | +5.6% |
| Q2 2023 | $374,460 | +10.3% | 5,313 | 0.0% | 0.02% | +5.9% |
| Q1 2023 | $339,448 | +9.2% | 5,313 | 0.0% | 0.02% | +6.2% |
| Q4 2022 | $310,811 | -30.8% | 5,313 | -31.5% | 0.02% | -36.0% |
| Q3 2022 | $449,000 | -4.1% | 7,757 | 0.0% | 0.02% | +4.2% |
| Q2 2022 | $468,000 | -44.3% | 7,757 | -29.5% | 0.02% | -38.5% |
| Q1 2022 | $840,000 | -11.2% | 10,996 | -2.7% | 0.04% | -4.9% |
| Q4 2021 | $946,000 | +72.6% | 11,303 | +52.6% | 0.04% | +64.0% |
| Q3 2021 | $548,000 | +18.6% | 7,408 | +16.6% | 0.02% | +19.0% |
| Q2 2021 | $462,000 | +6.0% | 6,352 | -5.1% | 0.02% | +5.0% |
| Q1 2021 | $436,000 | -9.5% | 6,696 | -11.4% | 0.02% | -16.7% |
| Q4 2020 | $482,000 | +10.3% | 7,560 | +300.0% | 0.02% | 0.0% |
| Q3 2020 | $437,000 | +4.0% | 1,890 | -6.7% | 0.02% | +4.3% |
| Q2 2020 | $420,000 | +23.2% | 2,026 | -1.9% | 0.02% | +9.5% |
| Q1 2020 | $341,000 | +51.6% | 2,066 | +64.6% | 0.02% | +90.9% |
| Q2 2019 | $225,000 | -0.9% | 1,255 | -4.7% | 0.01% | 0.0% |
| Q1 2019 | $227,000 | – | 1,317 | – | 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% |