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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $11,004,000 | +7.7% | 172,421 | +290.1% | 24.67% | -6.4% |
| Q3 2020 | $10,214,000 | +12.0% | 44,203 | +0.6% | 26.36% | +20.1% |
| Q2 2020 | $9,118,000 | +54.9% | 43,946 | +23.2% | 21.94% | +210.1% |
| Q1 2020 | $5,885,000 | -15.3% | 35,660 | -0.6% | 7.07% | +4.8% |
| Q4 2019 | $6,950,000 | +5.0% | 35,890 | -2.4% | 6.75% | -3.4% |
| Q3 2019 | $6,621,000 | -3.2% | 36,778 | -3.6% | 6.99% | +3.6% |
| Q2 2019 | $6,839,000 | +1.6% | 38,157 | -2.3% | 6.74% | -7.1% |
| Q1 2019 | $6,732,000 | +15.0% | 39,056 | +0.6% | 7.26% | +3.3% |
| Q4 2018 | $5,852,000 | -15.1% | 38,839 | -0.2% | 7.03% | +0.7% |
| Q3 2018 | $6,895,000 | +1.9% | 38,919 | -6.5% | 6.98% | -0.7% |
| Q2 2018 | $6,766,000 | +0.6% | 41,613 | -4.1% | 7.03% | +13.1% |
| Q1 2018 | $6,726,000 | -1.1% | 43,376 | -2.6% | 6.22% | -0.0% |
| Q4 2017 | $6,800,000 | – | 44,512 | – | 6.22% | – |
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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% |