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 | $438,309 | +10.8% | 6,406 | +14.1% | 0.02% | +9.5% |
| Q2 2023 | $395,534 | +10.3% | 5,612 | 0.0% | 0.02% | +5.0% |
| Q1 2023 | $358,551 | +9.2% | 5,612 | 0.0% | 0.02% | +5.3% |
| Q4 2022 | $328,302 | +0.1% | 5,612 | -1.2% | 0.02% | -13.6% |
| Q3 2022 | $328,000 | +12.7% | 5,678 | +17.6% | 0.02% | +22.2% |
| Q2 2022 | $291,000 | -21.1% | 4,830 | 0.0% | 0.02% | -25.0% |
| Q1 2022 | $369,000 | -8.7% | 4,830 | 0.0% | 0.02% | -7.7% |
| Q4 2021 | $404,000 | +13.2% | 4,830 | 0.0% | 0.03% | +4.0% |
| Q3 2021 | $357,000 | +1.7% | 4,830 | +0.0% | 0.02% | -10.7% |
| Q2 2021 | $351,000 | +11.8% | 4,829 | 0.0% | 0.03% | -59.4% |
| Q1 2021 | $314,000 | +1.6% | 4,829 | -0.3% | 0.07% | -9.2% |
| Q4 2020 | $309,000 | +12.4% | 4,845 | +306.8% | 0.08% | -8.4% |
| Q3 2020 | $275,000 | +10.0% | 1,191 | -1.3% | 0.08% | +10.7% |
| Q2 2020 | $250,000 | +6.8% | 1,207 | 0.0% | 0.08% | +4.2% |
| Q4 2019 | $234,000 | +7.8% | 1,207 | 0.0% | 0.07% | -13.3% |
| Q3 2019 | $217,000 | +0.5% | 1,207 | 0.0% | 0.08% | -3.5% |
| Q2 2019 | $216,000 | +3.8% | 1,207 | 0.0% | 0.09% | +8.9% |
| Q1 2019 | $208,000 | -1.4% | 1,207 | +1.3% | 0.08% | -4.8% |
| Q3 2018 | $211,000 | – | 1,191 | – | 0.08% | – |
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% |