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 | $291,170 | -2.9% | 4,256 | 0.0% | 0.04% | +2.9% |
| Q2 2023 | $299,937 | +10.6% | 4,256 | +0.2% | 0.03% | +6.2% |
| Q1 2023 | $271,310 | +1.2% | 4,247 | -7.4% | 0.03% | -3.0% |
| Q4 2022 | $268,205 | -27.7% | 4,585 | -28.6% | 0.03% | -35.3% |
| Q3 2022 | $371,000 | -8.4% | 6,422 | -4.4% | 0.05% | -1.9% |
| Q2 2022 | $405,000 | -31.7% | 6,718 | -13.5% | 0.05% | -29.7% |
| Q1 2022 | $593,000 | -21.9% | 7,768 | -14.4% | 0.07% | -22.1% |
| Q4 2021 | $759,000 | +13.3% | 9,071 | +0.0% | 0.10% | +1.1% |
| Q3 2021 | $670,000 | +1.2% | 9,069 | -0.4% | 0.09% | -1.1% |
| Q2 2021 | $662,000 | +1.4% | 9,102 | -9.2% | 0.10% | -5.0% |
| Q1 2021 | $653,000 | -7.1% | 10,025 | -9.0% | 0.10% | -9.1% |
| Q4 2020 | $703,000 | +9.8% | 11,019 | +298.1% | 0.11% | -3.5% |
| Q3 2020 | $640,000 | +19.0% | 2,768 | +6.7% | 0.11% | +8.6% |
| Q2 2020 | $538,000 | +0.9% | 2,595 | -19.7% | 0.10% | -20.5% |
| Q1 2020 | $533,000 | -42.4% | 3,231 | -32.5% | 0.13% | -25.0% |
| Q4 2019 | $926,000 | – | 4,784 | – | 0.18% | – |
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% |