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 | $227,976 | -2.9% | 3,332 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $234,840 | +10.3% | 3,332 | 0.0% | 0.06% | +17.6% |
| Q1 2023 | $212,882 | -0.2% | 3,332 | -8.7% | 0.05% | 0.0% |
| Q4 2022 | $213,408 | +1.1% | 3,648 | 0.0% | 0.05% | -15.0% |
| Q3 2022 | $211,000 | -4.1% | 3,648 | 0.0% | 0.06% | -14.3% |
| Q2 2022 | $220,000 | -21.1% | 3,648 | 0.0% | 0.07% | -6.7% |
| Q1 2022 | $279,000 | -8.5% | 3,648 | 0.0% | 0.08% | -7.4% |
| Q4 2021 | $305,000 | +13.0% | 3,648 | 0.0% | 0.08% | +1.2% |
| Q3 2021 | $270,000 | +1.9% | 3,648 | 0.0% | 0.08% | +1.3% |
| Q2 2021 | $265,000 | +11.3% | 3,648 | 0.0% | 0.08% | +6.8% |
| Q1 2021 | $238,000 | +2.1% | 3,648 | 0.0% | 0.07% | -3.9% |
| Q4 2020 | $233,000 | +10.4% | 3,648 | +300.0% | 0.08% | +13.2% |
| Q3 2020 | $211,000 | +5.5% | 912 | -24.8% | 0.07% | +13.3% |
| Q1 2020 | $200,000 | -14.9% | 1,212 | 0.0% | 0.06% | -41.7% |
| Q4 2019 | $235,000 | +7.8% | 1,212 | 0.0% | 0.10% | -5.5% |
| Q3 2019 | $218,000 | +0.5% | 1,212 | 0.0% | 0.11% | -3.5% |
| Q2 2019 | $217,000 | +3.8% | 1,212 | 0.0% | 0.11% | +2.7% |
| Q1 2019 | $209,000 | -2.8% | 1,212 | 0.0% | 0.11% | +1.9% |
| Q4 2018 | $215,000 | 0.0% | 1,212 | 0.0% | 0.11% | 0.0% |
| Q3 2018 | $215,000 | – | 1,212 | – | 0.11% | – |
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% |