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 | $381,236 | -2.9% | 5,572 | 0.0% | 0.06% | -1.6% |
| Q2 2023 | $392,715 | -35.8% | 5,572 | -41.8% | 0.06% | -40.6% |
| Q1 2023 | $611,555 | +9.2% | 9,572 | 0.0% | 0.11% | +2.9% |
| Q4 2022 | $559,962 | +1.1% | 9,572 | 0.0% | 0.10% | -12.7% |
| Q3 2022 | $554,000 | -4.2% | 9,572 | 0.0% | 0.12% | -0.8% |
| Q2 2022 | $578,000 | -20.9% | 9,572 | 0.0% | 0.12% | -10.5% |
| Q1 2022 | $731,000 | -8.7% | 9,572 | 0.0% | 0.13% | -9.5% |
| Q4 2021 | $801,000 | +13.3% | 9,572 | 0.0% | 0.15% | -1.3% |
| Q3 2021 | $707,000 | +1.6% | 9,572 | 0.0% | 0.15% | +2.1% |
| Q2 2021 | $696,000 | +1888.6% | 9,572 | +1659.6% | 0.15% | +1985.7% |
| Q1 2021 | $35,000 | -50.0% | 544 | -50.0% | 0.01% | -12.5% |
| Q4 2020 | $70,000 | +125.8% | 1,088 | +700.0% | 0.01% | -11.1% |
| Q3 2020 | $31,000 | +10.7% | 136 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $28,000 | +27.3% | 136 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $22,000 | -15.4% | 136 | 0.0% | 0.01% | -20.0% |
| Q4 2019 | $26,000 | +8.3% | 136 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $24,000 | 0.0% | 136 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $24,000 | – | 136 | +13500.0% | 0.01% | – |
| Q1 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2018 | $0 | -100.0% | 1 | -99.7% | 0.00% | -100.0% |
| Q4 2017 | $44,000 | – | 286 | +28500.0% | 0.03% | – |
| Q3 2017 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2017 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2016 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2016 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2016 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2016 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2015 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2015 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2015 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2015 | $0 | – | 1 | – | 0.00% | – |
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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% |