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 2017 | $6,486,000 | -69.8% | 43,786 | -76.0% | 1.91% | -67.6% |
| Q2 2017 | $21,451,000 | +31.2% | 182,441 | +46.8% | 5.88% | +16.3% |
| Q1 2017 | $16,348,000 | -25.6% | 124,299 | -31.1% | 5.06% | -18.2% |
| Q4 2016 | $21,974,000 | +0.2% | 180,427 | +0.1% | 6.19% | -0.7% |
| Q3 2016 | $21,924,000 | +1.1% | 180,203 | -3.2% | 6.23% | -6.3% |
| Q2 2016 | $21,695,000 | +3.3% | 186,094 | +2.7% | 6.65% | +12.8% |
| Q1 2016 | $20,992,000 | -9.1% | 181,142 | -9.1% | 5.89% | -11.7% |
| Q4 2015 | $23,084,000 | +2.8% | 199,343 | -4.3% | 6.67% | +0.8% |
| Q3 2015 | $22,449,000 | -17.0% | 208,242 | -12.4% | 6.62% | -9.2% |
| Q2 2015 | $27,057,000 | -14.1% | 237,632 | -14.0% | 7.29% | +0.2% |
| Q1 2015 | $31,496,000 | +2.2% | 276,400 | +1.1% | 7.27% | -2.8% |
| Q4 2014 | $30,824,000 | +0.6% | 273,360 | -4.7% | 7.48% | -12.6% |
| Q3 2014 | $30,631,000 | +2.8% | 286,752 | +1.3% | 8.56% | -0.7% |
| Q2 2014 | $29,783,000 | +9.2% | 283,131 | +3.7% | 8.62% | +4.7% |
| Q1 2014 | $27,268,000 | -6.9% | 273,119 | -8.4% | 8.23% | -7.2% |
| Q4 2013 | $29,294,000 | +12.3% | 298,041 | +2.1% | 8.87% | +3.7% |
| Q3 2013 | $26,097,000 | +5.8% | 292,046 | -0.6% | 8.56% | +12.7% |
| Q2 2013 | $24,678,000 | – | 293,749 | – | 7.59% | – |
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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% |