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 | $32,842 | -2.9% | 480 | 0.0% | 0.01% | -10.0% |
| Q2 2023 | $33,830 | +10.3% | 480 | 0.0% | 0.01% | +11.1% |
| Q1 2023 | $30,667 | +109425.0% | 480 | 0.0% | 0.01% | – |
| Q4 2022 | $28 | -100.0% | 480 | -21.1% | 0.00% | – |
| Q2 2019 | $108,000 | -99.9% | 608 | 0.0% | 0.00% | -100.0% |
| Q4 2018 | $91,607,000 | -63.3% | 608 | -77.7% | 0.03% | -57.5% |
| Q3 2018 | $249,464,000 | +150.8% | 2,729 | +348.8% | 0.08% | +128.6% |
| Q2 2018 | $99,451,000 | +8.1% | 608 | 0.0% | 0.04% | -31.4% |
| Q1 2018 | $92,002,000 | -4.1% | 608 | 0.0% | 0.05% | -1.9% |
| Q4 2017 | $95,984,000 | +8.7% | 608 | 0.0% | 0.05% | -1.9% |
| Q3 2017 | $88,324,000 | +5.6% | 608 | 0.0% | 0.05% | -3.6% |
| Q2 2017 | $83,612,000 | +4.8% | 608 | 0.0% | 0.06% | +44.7% |
| Q1 2017 | $79,782,000 | – | 608 | – | 0.04% | – |
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% |