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 | $442,677 | +48.1% | 6,470 | +52.6% | 0.04% | +29.6% |
| Q2 2023 | $298,835 | +22.6% | 4,240 | +1.8% | 0.03% | 0.0% |
| Q4 2022 | $243,652 | -12.7% | 4,165 | -9.9% | 0.03% | +22.7% |
| Q2 2022 | $279,000 | -66.3% | 4,625 | -53.2% | 0.02% | -57.7% |
| Q4 2021 | $827,000 | +36.7% | 9,879 | +20.6% | 0.05% | +40.5% |
| Q3 2021 | $605,000 | +127.4% | 8,192 | +124.3% | 0.04% | +131.2% |
| Q2 2021 | $266,000 | -85.8% | 3,653 | -87.6% | 0.02% | -83.0% |
| Q4 2020 | $1,873,000 | +739.9% | 29,343 | +2940.7% | 0.09% | +571.4% |
| Q3 2020 | $223,000 | -89.5% | 965 | -90.6% | 0.01% | -87.5% |
| Q2 2020 | $2,123,000 | +698.1% | 10,233 | +593.3% | 0.11% | +348.0% |
| Q3 2019 | $266,000 | +1.9% | 1,476 | -12.1% | 0.02% | -51.0% |
| Q1 2018 | $261,000 | -56.1% | 1,680 | -56.9% | 0.05% | -92.8% |
| Q4 2017 | $595,000 | +6.1% | 3,898 | -0.3% | 0.71% | +138.1% |
| Q3 2017 | $561,000 | -39.6% | 3,911 | -42.4% | 0.30% | -14.6% |
| Q2 2017 | $929,000 | +103.3% | 6,790 | +95.3% | 0.35% | +74.1% |
| Q1 2017 | $457,000 | +100.4% | 3,477 | +85.3% | 0.20% | -57.5% |
| Q4 2016 | $228,000 | -28.8% | 1,876 | -28.7% | 0.47% | +168.8% |
| Q3 2016 | $320,000 | – | 2,630 | – | 0.18% | – |
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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% |