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 | $354,615 | +2.8% | 5,311 | -1.6% | 0.13% | -9.3% |
| Q1 2023 | $344,878 | +9.2% | 5,398 | +0.0% | 0.14% | -6.7% |
| Q4 2022 | $315,725 | +1.2% | 5,397 | 0.0% | 0.15% | -28.6% |
| Q3 2022 | $312,000 | +34.5% | 5,397 | +40.3% | 0.21% | -10.6% |
| Q2 2022 | $232,000 | -23.4% | 3,848 | -2.9% | 0.24% | -15.5% |
| Q1 2022 | $303,000 | -8.7% | 3,964 | 0.0% | 0.28% | -2.8% |
| Q4 2021 | $332,000 | +13.3% | 3,964 | 0.0% | 0.29% | +6.3% |
| Q3 2021 | $293,000 | -89.8% | 3,964 | 0.0% | 0.27% | +12.6% |
| Q2 2021 | $2,883,000 | +1017.4% | 3,964 | 0.0% | 0.24% | +25.1% |
| Q1 2021 | $258,000 | +2.0% | 3,964 | 0.0% | 0.19% | -2.6% |
| Q4 2020 | $253,000 | +10.5% | 3,964 | +300.0% | 0.20% | +0.5% |
| Q3 2020 | $229,000 | +11.2% | 991 | -29.5% | 0.20% | +6.6% |
| Q2 2020 | $206,000 | -1.4% | 1,405 | +30.1% | 0.18% | 0.0% |
| Q4 2019 | $209,000 | – | 1,080 | – | 0.18% | – |
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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% |