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 | $5,755,833 | +42.2% | 84,125 | +46.5% | 0.18% | +30.2% |
| Q2 2023 | $4,048,512 | +17.5% | 57,442 | +6.5% | 0.14% | +1.5% |
| Q1 2023 | $3,444,907 | +27.2% | 53,919 | +16.5% | 0.14% | 0.0% |
| Q4 2022 | $2,708,423 | -35.3% | 46,298 | -36.0% | 0.14% | -43.4% |
| Q3 2022 | $4,186,000 | +5.2% | 72,362 | +9.7% | 0.24% | +6.6% |
| Q2 2022 | $3,980,000 | +13.2% | 65,941 | +43.3% | 0.23% | +30.5% |
| Q1 2022 | $3,516,000 | -24.6% | 46,032 | -17.4% | 0.17% | -22.0% |
| Q4 2021 | $4,666,000 | +63.3% | 55,761 | +44.2% | 0.22% | +40.3% |
| Q3 2021 | $2,858,000 | +0.5% | 38,665 | -1.2% | 0.16% | -8.1% |
| Q2 2021 | $2,845,000 | -8.6% | 39,116 | -18.2% | 0.17% | -20.3% |
| Q1 2021 | $3,112,000 | -38.8% | 47,797 | -40.3% | 0.22% | -42.1% |
| Q4 2020 | $5,088,000 | -99.9% | 80,032 | +305.5% | 0.38% | -5.3% |
| Q3 2020 | $4,561,000,000 | – | 19,737 | – | 0.40% | – |
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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% |