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 | $830,395 | -6.2% | 12,137 | -3.4% | 0.16% | -1.8% |
| Q2 2023 | $885,620 | +2114.0% | 12,566 | +1803.9% | 0.16% | +613.0% |
| Q2 2022 | $40,000 | -20.0% | 660 | 0.0% | 0.02% | -8.0% |
| Q1 2022 | $50,000 | -30.6% | 660 | -23.3% | 0.02% | -40.5% |
| Q4 2021 | $72,000 | -84.3% | 860 | -86.1% | 0.04% | -80.0% |
| Q3 2021 | $459,000 | -0.2% | 6,204 | -1.9% | 0.21% | +4.5% |
| Q2 2021 | $460,000 | +15.3% | 6,324 | +3.3% | 0.20% | +17.5% |
| Q1 2021 | $399,000 | +2.0% | 6,124 | 0.0% | 0.17% | -6.6% |
| Q4 2020 | $391,000 | +10.5% | 6,124 | +300.0% | 0.18% | -12.0% |
| Q3 2020 | $354,000 | +25.1% | 1,531 | +12.1% | 0.21% | +16.2% |
| Q2 2020 | $283,000 | +25.8% | 1,366 | 0.0% | 0.18% | +9.8% |
| Q1 2020 | $225,000 | -15.1% | 1,366 | 0.0% | 0.16% | +28.3% |
| Q4 2019 | $265,000 | -19.2% | 1,366 | -25.0% | 0.13% | -30.2% |
| Q3 2019 | $328,000 | +0.3% | 1,822 | 0.0% | 0.18% | -4.7% |
| Q2 2019 | $327,000 | +50.0% | 1,822 | +44.1% | 0.19% | +42.5% |
| Q1 2019 | $218,000 | – | 1,264 | – | 0.13% | – |
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% |