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 | $4,685,678 | -2.9% | 68,484 | +0.0% | 0.73% | +3.5% |
| Q2 2023 | $4,825,342 | +9.2% | 68,464 | -1.0% | 0.71% | +1.6% |
| Q1 2023 | $4,416,842 | +9.3% | 69,132 | +0.1% | 0.70% | +5.6% |
| Q4 2022 | $4,041,775 | +293.2% | 69,090 | +288.9% | 0.66% | +265.6% |
| Q3 2022 | $1,028,000 | -25.8% | 17,764 | -22.6% | 0.18% | -20.7% |
| Q2 2022 | $1,386,000 | -20.3% | 22,964 | +0.8% | 0.23% | -7.7% |
| Q1 2022 | $1,740,000 | -6.5% | 22,775 | +2.5% | 0.25% | +3.4% |
| Q4 2021 | $1,860,000 | +24.5% | 22,223 | +10.0% | 0.24% | +13.3% |
| Q3 2021 | $1,494,000 | +39.1% | 20,211 | +36.9% | 0.21% | +36.4% |
| Q2 2021 | $1,074,000 | +122.4% | 14,768 | +99.2% | 0.15% | +108.1% |
| Q1 2021 | $483,000 | +5.5% | 7,413 | +3.2% | 0.07% | 0.0% |
| Q4 2020 | $458,000 | +10.4% | 7,180 | +300.0% | 0.07% | -3.9% |
| Q3 2020 | $415,000 | +11.6% | 1,795 | 0.0% | 0.08% | +5.5% |
| Q2 2020 | $372,000 | +26.5% | 1,795 | +0.6% | 0.07% | 0.0% |
| Q1 2020 | $294,000 | -15.0% | 1,785 | 0.0% | 0.07% | +5.8% |
| Q4 2019 | $346,000 | -39.9% | 1,785 | -44.2% | 0.07% | -44.4% |
| Q3 2019 | $576,000 | +18.5% | 3,197 | +17.9% | 0.12% | +14.8% |
| Q2 2019 | $486,000 | – | 2,711 | – | 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% |