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 | $520,676 | -9.6% | 7,610 | -6.9% | 0.34% | -1.4% |
| Q2 2023 | $575,822 | +10.3% | 8,170 | 0.0% | 0.35% | +6.4% |
| Q1 2023 | $521,981 | +9.2% | 8,170 | 0.0% | 0.33% | +20.1% |
| Q4 2022 | $477,945 | +1.0% | 8,170 | 0.0% | 0.27% | -4.5% |
| Q3 2022 | $473,000 | -4.1% | 8,170 | 0.0% | 0.29% | +15.7% |
| Q2 2022 | $493,000 | -21.0% | 8,170 | 0.0% | 0.25% | -5.0% |
| Q1 2022 | $624,000 | -13.5% | 8,170 | -5.2% | 0.26% | -16.9% |
| Q4 2021 | $721,000 | +13.2% | 8,616 | 0.0% | 0.31% | +4.7% |
| Q3 2021 | $637,000 | -11.9% | 8,616 | -13.4% | 0.30% | -7.7% |
| Q2 2021 | $723,000 | +16.8% | 9,946 | +4.7% | 0.32% | +24.0% |
| Q1 2021 | $619,000 | -38.6% | 9,500 | -39.9% | 0.26% | -42.8% |
| Q4 2020 | $1,008,000 | +10.4% | 15,800 | +300.0% | 0.46% | +29.4% |
| Q3 2020 | $913,000 | +11.3% | 3,950 | 0.0% | 0.35% | -1.9% |
| Q2 2020 | $820,000 | +25.8% | 3,950 | 0.0% | 0.36% | -43.1% |
| Q1 2020 | $652,000 | -14.8% | 3,950 | 0.0% | 0.64% | +97.2% |
| Q4 2019 | $765,000 | +7.6% | 3,950 | 0.0% | 0.32% | +21.5% |
| Q3 2019 | $711,000 | +0.4% | 3,950 | 0.0% | 0.26% | -13.4% |
| Q2 2019 | $708,000 | +4.0% | 3,950 | 0.0% | 0.31% | +5.5% |
| Q1 2019 | $681,000 | +13.1% | 3,950 | -1.2% | 0.29% | -4.3% |
| Q4 2018 | $602,000 | -14.0% | 3,997 | +1.2% | 0.30% | -12.7% |
| Q3 2018 | $700,000 | +9.0% | 3,950 | 0.0% | 0.35% | -4.4% |
| Q2 2018 | $642,000 | +4.7% | 3,950 | 0.0% | 0.36% | -10.8% |
| Q1 2018 | $613,000 | – | 3,950 | – | 0.41% | – |
Download | ||||||
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% |