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 | $4,836,019 | +4.0% | 70,681 | +7.1% | 0.32% | -3.3% |
| Q2 2023 | $4,650,852 | +26.0% | 65,988 | +14.2% | 0.33% | +16.2% |
| Q1 2023 | $3,690,419 | -5.6% | 57,762 | -13.6% | 0.28% | -12.9% |
| Q4 2022 | $3,910,627 | +107.6% | 66,848 | +105.3% | 0.33% | +64.6% |
| Q3 2022 | $1,884,000 | +16.9% | 32,565 | +22.0% | 0.20% | +35.6% |
| Q2 2022 | $1,611,000 | -16.1% | 26,700 | +6.2% | 0.15% | -6.4% |
| Q1 2022 | $1,921,000 | -5.2% | 25,152 | +3.8% | 0.16% | +6.8% |
| Q4 2021 | $2,027,000 | +527.6% | 24,229 | +445.9% | 0.15% | +403.4% |
| Q2 2021 | $323,000 | +0.6% | 4,438 | -9.9% | 0.03% | -14.7% |
| Q1 2021 | $321,000 | +322.4% | 4,926 | +968.5% | 0.03% | -37.0% |
| Q1 2020 | $76,000 | -72.4% | 461 | -69.8% | 0.05% | -48.6% |
| Q3 2019 | $275,000 | +0.7% | 1,527 | +0.3% | 0.10% | -3.7% |
| Q2 2019 | $273,000 | +4.6% | 1,522 | +0.4% | 0.11% | -22.7% |
| Q1 2019 | $261,000 | +14.5% | 1,516 | +0.3% | 0.14% | -7.2% |
| Q4 2018 | $228,000 | – | 1,511 | – | 0.15% | – |
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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% |