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 2023 | $738,771 | -93.3% | 10,482 | -94.5% | 0.00% | -96.4% |
| Q3 2022 | $11,085,000 | +54.2% | 191,619 | +60.8% | 0.06% | +40.0% |
| Q2 2022 | $7,190,000 | +72.1% | 119,132 | +117.8% | 0.04% | +122.2% |
| Q1 2022 | $4,178,000 | +50.4% | 54,699 | +43.2% | 0.02% | +63.6% |
| Q2 2021 | $2,778,000 | -55.8% | 38,191 | -60.4% | 0.01% | -70.3% |
| Q1 2021 | $6,281,000 | +133.7% | 96,474 | +129.1% | 0.04% | +85.0% |
| Q4 2020 | $2,688,000 | +25.4% | 42,113 | +354.0% | 0.02% | -31.0% |
| Q3 2020 | $2,143,000 | +469.9% | 9,276 | +341.7% | 0.03% | +625.0% |
| Q2 2019 | $376,000 | – | 2,100 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |