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 | $262,254 | -2.9% | 3,833 | 0.0% | 0.11% | -9.8% |
| Q2 2023 | $270,150 | +10.3% | 3,833 | 0.0% | 0.12% | +8.0% |
| Q1 2023 | $244,890 | +9.2% | 3,833 | 0.0% | 0.11% | +4.6% |
| Q4 2022 | $224,231 | +1.0% | 3,833 | 0.0% | 0.11% | -27.0% |
| Q3 2022 | $222,000 | -3.9% | 3,833 | 0.0% | 0.15% | +17.5% |
| Q2 2022 | $231,000 | -40.2% | 3,833 | -24.1% | 0.13% | -38.8% |
| Q1 2022 | $386,000 | -8.5% | 5,048 | 0.0% | 0.21% | -16.9% |
| Q4 2021 | $422,000 | +13.1% | 5,048 | 0.0% | 0.25% | +13.8% |
| Q3 2021 | $373,000 | +1.6% | 5,048 | 0.0% | 0.22% | -0.9% |
| Q2 2021 | $367,000 | +11.6% | 5,048 | 0.0% | 0.22% | -3.5% |
| Q1 2021 | $329,000 | +2.2% | 5,048 | 0.0% | 0.23% | -3.4% |
| Q4 2020 | $322,000 | +10.3% | 5,048 | +300.0% | 0.24% | -3.3% |
| Q3 2020 | $292,000 | +11.5% | 1,262 | 0.0% | 0.24% | +0.8% |
| Q2 2020 | $262,000 | +26.0% | 1,262 | 0.0% | 0.24% | -6.9% |
| Q1 2020 | $208,000 | -14.8% | 1,262 | 0.0% | 0.26% | +14.5% |
| Q4 2019 | $244,000 | +7.5% | 1,262 | 0.0% | 0.23% | -1.7% |
| Q3 2019 | $227,000 | +0.4% | 1,262 | 0.0% | 0.23% | +14.4% |
| Q2 2019 | $226,000 | – | 1,262 | – | 0.20% | – |
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% |