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 | $8,358,735 | +1.9% | 122,168 | -12.9% | 1.88% | -13.5% |
| Q4 2022 | $8,201,349 | +2.2% | 140,194 | +1.1% | 2.17% | -8.4% |
| Q3 2022 | $8,021,000 | -2.5% | 138,651 | +1.8% | 2.37% | +3.1% |
| Q2 2022 | $8,223,000 | +131.3% | 136,262 | +192.8% | 2.30% | +162.7% |
| Q1 2022 | $3,555,000 | -9.2% | 46,540 | -0.6% | 0.88% | -0.7% |
| Q4 2021 | $3,916,000 | +1.6% | 46,806 | -0.2% | 0.88% | -0.8% |
| Q3 2021 | $3,855,000 | +9.1% | 46,903 | -3.5% | 0.89% | -14.8% |
| Q2 2021 | $3,534,000 | +11.0% | 48,593 | -0.6% | 1.04% | +1.4% |
| Q1 2021 | $3,183,000 | +1.3% | 48,893 | -0.7% | 1.03% | -4.7% |
| Q4 2020 | $3,141,000 | +10.1% | 49,216 | +298.8% | 1.08% | -3.4% |
| Q3 2020 | $2,852,000 | +10.0% | 12,341 | -1.2% | 1.12% | +5.7% |
| Q2 2020 | $2,592,000 | +690.2% | 12,491 | +636.9% | 1.06% | +604.7% |
| Q4 2019 | $328,000 | +54.7% | 1,695 | +43.8% | 0.15% | +37.6% |
| Q3 2019 | $212,000 | +1.4% | 1,179 | 0.0% | 0.11% | -2.7% |
| Q2 2019 | $209,000 | – | 1,179 | – | 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% |