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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $11,989,000 | +8.2% | 157,102 | +18.6% | 1.76% | +35.8% |
| Q4 2021 | $11,080,000 | +12.0% | 132,459 | -1.0% | 1.30% | 0.0% |
| Q3 2021 | $9,890,000 | +4.1% | 133,834 | +2.5% | 1.30% | +11.8% |
| Q2 2021 | $9,500,000 | +7.2% | 130,627 | -4.0% | 1.16% | -8.5% |
| Q1 2021 | $8,864,000 | +0.8% | 136,018 | -1.3% | 1.26% | +1.4% |
| Q4 2020 | $8,795,000 | -2.8% | 137,773 | +251.8% | 1.25% | +446.9% |
| Q3 2020 | $9,051,000 | +9.3% | 39,164 | -1.8% | 0.23% | -85.1% |
| Q2 2020 | $8,279,000 | +22.1% | 39,893 | -2.9% | 1.53% | +3.7% |
| Q1 2020 | $6,779,000 | -13.4% | 41,089 | +1.6% | 1.47% | -0.6% |
| Q4 2019 | $7,832,000 | +15.5% | 40,451 | +7.5% | 1.48% | -4.4% |
| Q3 2019 | $6,782,000 | -18.6% | 37,620 | -19.0% | 1.55% | -0.7% |
| Q2 2019 | $8,336,000 | +6.1% | 46,468 | +2.1% | 1.56% | -8.1% |
| Q1 2019 | $7,854,000 | +716.4% | 45,493 | +612.3% | 1.70% | +492.7% |
| Q4 2018 | $962,000 | +244.8% | 6,387 | +271.3% | 0.29% | +44.2% |
| Q2 2018 | $279,000 | +6.5% | 1,720 | +1.5% | 0.20% | 0.0% |
| Q1 2018 | $262,000 | – | 1,694 | – | 0.20% | – |
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% |