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 | $5,693,215 | -8.6% | 83,210 | -5.9% | 0.18% | +7.6% |
| Q2 2023 | $6,229,615 | -54.7% | 88,388 | -58.9% | 0.17% | -52.9% |
| Q1 2023 | $13,756,472 | -45.7% | 215,315 | -45.8% | 0.36% | -4.0% |
| Q4 2020 | $25,357,000 | +0.5% | 397,322 | +264.0% | 0.38% | -19.0% |
| Q3 2020 | $25,221,000 | +124.5% | 109,141 | +101.6% | 0.46% | +109.0% |
| Q2 2020 | $11,233,000 | +131.2% | 54,138 | +83.9% | 0.22% | +48.0% |
| Q1 2020 | $4,859,000 | -15.2% | 29,439 | -0.6% | 0.15% | -14.3% |
| Q4 2019 | $5,733,000 | +128.0% | 29,609 | +112.0% | 0.18% | +71.6% |
| Q3 2019 | $2,514,000 | -65.7% | 13,965 | -65.8% | 0.10% | -67.4% |
| Q2 2019 | $7,319,000 | -39.6% | 40,831 | -41.9% | 0.31% | -56.8% |
| Q1 2019 | $12,109,000 | +86.4% | 70,250 | +63.0% | 0.72% | -13.8% |
| Q4 2018 | $6,495,000 | -63.5% | 43,106 | -57.1% | 0.84% | -17.3% |
| Q3 2018 | $17,795,000 | +5567.2% | 100,443 | +5101.6% | 1.02% | +4317.4% |
| Q2 2018 | $314,000 | 0.0% | 1,931 | -15.8% | 0.02% | -37.8% |
| Q2 2017 | $314,000 | +26.6% | 2,292 | +21.5% | 0.04% | -2.6% |
| Q1 2017 | $248,000 | -95.4% | 1,886 | -95.7% | 0.04% | -96.9% |
| Q4 2016 | $5,383,000 | +2292.4% | 44,195 | +2192.3% | 1.24% | +926.4% |
| Q2 2016 | $225,000 | -96.1% | 1,928 | -96.1% | 0.12% | -82.1% |
| Q4 2015 | $5,721,000 | -7.2% | 49,408 | -10.5% | 0.68% | -90.7% |
| Q4 2014 | $6,162,000 | – | 55,212 | – | 7.31% | – |
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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% |