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 | $3,328,906 | -3.7% | 48,654 | -0.8% | 2.80% | -0.7% |
| Q2 2023 | $3,455,775 | +11.7% | 49,032 | +1.3% | 2.82% | +17.4% |
| Q1 2023 | $3,093,745 | +1.8% | 48,423 | -6.8% | 2.40% | +4.8% |
| Q4 2022 | $3,038,899 | +0.8% | 51,947 | -0.4% | 2.29% | -13.8% |
| Q3 2022 | $3,016,000 | -4.3% | 52,132 | -0.1% | 2.66% | +3.4% |
| Q2 2022 | $3,151,000 | -31.6% | 52,210 | -13.4% | 2.57% | -17.0% |
| Q1 2022 | $4,606,000 | -9.2% | 60,307 | -0.6% | 3.10% | -10.2% |
| Q4 2021 | $5,074,000 | -3.4% | 60,648 | -14.6% | 3.45% | -17.1% |
| Q3 2021 | $5,252,000 | -0.6% | 71,047 | -2.2% | 4.16% | +4.0% |
| Q2 2021 | $5,286,000 | +9.4% | 72,677 | -2.1% | 4.00% | +3.0% |
| Q1 2021 | $4,833,000 | -0.7% | 74,235 | -2.7% | 3.89% | -2.5% |
| Q4 2020 | $4,868,000 | – | 76,283 | – | 3.99% | – |
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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% |