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 | $1,050,904 | -3.1% | 15,360 | -0.2% | 0.78% | +9.8% |
| Q2 2023 | $1,084,307 | +9.3% | 15,385 | -0.9% | 0.71% | -0.7% |
| Q1 2023 | $992,229 | +8.4% | 15,530 | -0.7% | 0.72% | -7.4% |
| Q4 2022 | $914,956 | +3.3% | 15,640 | +2.1% | 0.77% | +5.6% |
| Q3 2022 | $886,000 | -10.4% | 15,318 | -6.5% | 0.73% | -2.5% |
| Q2 2022 | $989,000 | -21.4% | 16,381 | -0.5% | 0.75% | -4.7% |
| Q1 2022 | $1,258,000 | -46.5% | 16,464 | -41.4% | 0.79% | -41.3% |
| Q4 2021 | $2,352,000 | +81.6% | 28,116 | +60.4% | 1.34% | +78.4% |
| Q3 2021 | $1,295,000 | +2.3% | 17,527 | +0.7% | 0.75% | +3.9% |
| Q2 2021 | $1,266,000 | +4.5% | 17,409 | -6.4% | 0.72% | -5.8% |
| Q1 2021 | $1,211,000 | -17.5% | 18,603 | -19.1% | 0.77% | -29.4% |
| Q4 2020 | $1,468,000 | – | 23,009 | – | 1.09% | – |
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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% |