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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,785,000 | +6.7% | 21,335 | -5.7% | 4.18% | +53.0% |
| Q3 2021 | $1,673,000 | +5.4% | 22,632 | +3.6% | 2.73% | +212.5% |
| Q2 2021 | $1,588,000 | +9.7% | 21,837 | -1.7% | 0.87% | +5.4% |
| Q1 2021 | $1,447,000 | -4.5% | 22,221 | -6.4% | 0.83% | +0.6% |
| Q4 2020 | $1,515,000 | +14.6% | 23,742 | +314.7% | 0.82% | +17.0% |
| Q3 2020 | $1,322,000 | -99.9% | 5,725 | +9.3% | 0.70% | +15.0% |
| Q2 2020 | $1,087,041,000 | -0.1% | 5,239 | -20.5% | 0.61% | -4.4% |
| Q1 2020 | $1,087,680,000 | -7.6% | 6,590 | +17.1% | 0.64% | +7.4% |
| Q4 2019 | $1,177,184,000 | +134743.5% | 5,626 | +16.0% | 0.60% | -22.5% |
| Q3 2019 | $873,000 | +69.5% | 4,851 | +73.0% | 0.77% | +40.3% |
| Q2 2019 | $515,000 | +12.2% | 2,804 | +5.3% | 0.55% | -8.4% |
| Q1 2019 | $459,000 | -27.9% | 2,664 | -37.0% | 0.60% | +84.0% |
| Q4 2018 | $637,000 | – | 4,229 | – | 0.32% | – |
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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% |