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 2022 | $19,422 | -93.3% | 332 | -83.5% | 0.01% | -96.5% |
| Q4 2018 | $289,000 | +478.0% | 2,014 | +611.7% | 0.20% | +500.0% |
| Q3 2018 | $50,000 | +8.7% | 283 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $46,000 | +7.0% | 283 | 0.0% | 0.03% | -2.9% |
| Q1 2018 | $43,000 | -12.2% | 283 | -11.8% | 0.03% | -10.5% |
| Q4 2017 | $49,000 | +6.5% | 321 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $46,000 | +7.0% | 321 | 0.0% | 0.04% | +2.7% |
| Q2 2017 | $43,000 | +2.4% | 321 | 0.0% | 0.04% | -2.6% |
| Q1 2017 | $42,000 | +7.7% | 321 | 0.0% | 0.04% | +5.6% |
| Q4 2016 | $39,000 | 0.0% | 321 | 0.0% | 0.04% | -2.7% |
| Q3 2016 | $39,000 | +5.4% | 321 | 0.0% | 0.04% | +5.7% |
| Q2 2016 | $37,000 | -11.9% | 321 | -11.8% | 0.04% | -14.6% |
| Q1 2016 | $42,000 | 0.0% | 364 | 0.0% | 0.04% | +5.1% |
| Q4 2015 | $42,000 | – | 364 | – | 0.04% | – |
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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% |