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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $10,000 | +900.0% | 50 | +900.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q3 2017 | $1,000 | -75.0% | 5 | -81.5% | 0.00% | -100.0% |
| Q2 2017 | $4,000 | +33.3% | 27 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $3,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $3,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $3,000 | -80.0% | 27 | -79.4% | 0.00% | -80.0% |
| Q2 2016 | $15,000 | 0.0% | 131 | 0.0% | 0.01% | -16.7% |
| Q1 2016 | $15,000 | 0.0% | 131 | 0.0% | 0.01% | +20.0% |
| Q4 2015 | $15,000 | +7.1% | 131 | 0.0% | 0.01% | -16.7% |
| Q3 2015 | $14,000 | -6.7% | 131 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $15,000 | 0.0% | 131 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $15,000 | 0.0% | 131 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $15,000 | +7.1% | 131 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $14,000 | 0.0% | 131 | 0.0% | 0.01% | -14.3% |
| Q2 2014 | $14,000 | -6.7% | 131 | -5.1% | 0.01% | 0.0% |
| Q1 2014 | $15,000 | +7.1% | 138 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $14,000 | – | 138 | – | 0.01% | – |
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% |