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 | $42,229,115 | +12978.2% | 617,204 | +13373.1% | 1.30% | +11718.2% |
| Q2 2023 | $322,897 | +20.9% | 4,581 | +9.6% | 0.01% | +10.0% |
| Q1 2023 | $267,013 | +28.9% | 4,179 | +18.1% | 0.01% | +25.0% |
| Q4 2022 | $207,105 | -2.3% | 3,540 | -3.6% | 0.01% | -11.1% |
| Q3 2022 | $212,000 | -1.4% | 3,673 | +38.9% | 0.01% | +12.5% |
| Q4 2021 | $215,000 | -22.9% | 2,645 | +85.7% | 0.01% | -76.5% |
| Q4 2019 | $279,000 | +11.6% | 1,424 | +0.6% | 0.03% | +3.0% |
| Q3 2019 | $250,000 | -54.0% | 1,415 | -57.3% | 0.03% | -71.3% |
| Q4 2018 | $544,000 | – | 3,316 | – | 0.12% | – |
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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% |