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 | $44,200 | +12.4% | 646 | +15.8% | 0.01% | +14.3% |
Q2 2023 | $39,328 | +10.3% | 558 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $35,650 | -37.5% | 558 | -43.2% | 0.01% | -50.0% |
Q3 2022 | $57,000 | +29.5% | 982 | +33.8% | 0.01% | +27.3% |
Q2 2022 | $44,000 | -21.4% | 734 | 0.0% | 0.01% | -15.4% |
Q1 2022 | $56,000 | -28.2% | 734 | -21.1% | 0.01% | -23.5% |
Q4 2021 | $78,000 | -10.3% | 930 | -21.2% | 0.02% | -22.7% |
Q3 2021 | $87,000 | +1.2% | 1,180 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $86,000 | +13.2% | 1,180 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $76,000 | – | 1,180 | – | 0.02% | – |
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% |