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 | $250,622 | +260.3% | 3,663 | +302.1% | 0.00% | – |
| Q2 2023 | $69,564 | -88.9% | 911 | -90.7% | 0.00% | -100.0% |
| Q1 2023 | $627,591 | +265.4% | 9,823 | +234.6% | 0.00% | +200.0% |
| Q4 2022 | $171,756 | -94.1% | 2,936 | -94.1% | 0.00% | -94.1% |
| Q3 2022 | $2,900,000 | +1242.6% | 50,135 | +1299.2% | 0.02% | +750.0% |
| Q2 2022 | $216,000 | -46.0% | 3,583 | -31.5% | 0.00% | -33.3% |
| Q1 2022 | $400,000 | -68.8% | 5,232 | -65.8% | 0.00% | -70.0% |
| Q4 2021 | $1,280,000 | +220.8% | 15,304 | +183.8% | 0.01% | +100.0% |
| Q3 2021 | $399,000 | +221.8% | 5,393 | +178.3% | 0.01% | +150.0% |
| Q4 2020 | $124,000 | -73.3% | 1,938 | -3.5% | 0.00% | -71.4% |
| Q3 2020 | $464,000 | +368.7% | 2,008 | +234.7% | 0.01% | +75.0% |
| Q1 2020 | $99,000 | +153.8% | 600 | +200.0% | 0.00% | +300.0% |
| Q4 2019 | $39,000 | – | 200 | – | 0.00% | – |
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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% |