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 | $15,675,211 | -8.8% | 229,103 | -6.0% | 2.58% | -30.2% |
| Q2 2023 | $17,184,840 | +9.9% | 243,826 | -0.4% | 3.70% | +2.9% |
| Q1 2023 | $15,632,910 | +9.9% | 244,685 | +0.7% | 3.60% | +7.2% |
| Q4 2022 | $14,219,874 | +1.2% | 243,075 | +0.0% | 3.36% | -15.6% |
| Q3 2022 | $14,055,000 | -4.4% | 242,957 | -0.3% | 3.98% | -3.3% |
| Q2 2022 | $14,702,000 | -27.9% | 243,606 | -8.7% | 4.11% | -11.8% |
| Q1 2022 | $20,390,000 | -10.1% | 266,950 | -1.6% | 4.67% | -24.9% |
| Q4 2021 | $22,676,000 | +11.1% | 271,173 | -1.8% | 6.21% | +3.1% |
| Q3 2021 | $20,412,000 | +1.2% | 276,167 | -0.4% | 6.03% | -0.6% |
| Q2 2021 | $20,169,000 | +11.1% | 277,163 | -0.6% | 6.06% | +1.4% |
| Q1 2021 | $18,154,000 | +3.6% | 278,820 | +1.5% | 5.98% | -3.2% |
| Q4 2020 | $17,529,000 | +3.5% | 274,656 | +274.9% | 6.18% | -8.4% |
| Q3 2020 | $16,930,000 | +25.5% | 73,264 | +12.6% | 6.75% | -5.1% |
| Q2 2020 | $13,495,000 | +25.3% | 65,039 | +0.4% | 7.11% | +9.0% |
| Q1 2020 | $10,773,000 | -15.5% | 64,803 | -1.6% | 6.52% | +12.3% |
| Q4 2019 | $12,747,000 | +6.7% | 65,827 | -0.8% | 5.81% | -1.9% |
| Q3 2019 | $11,949,000 | -1.4% | 66,374 | -1.8% | 5.92% | -4.7% |
| Q2 2019 | $12,119,000 | +3.1% | 67,616 | -0.8% | 6.21% | +8.5% |
| Q1 2019 | $11,754,000 | +11.0% | 68,194 | -2.9% | 5.72% | -11.3% |
| Q4 2018 | $10,586,000 | – | 70,258 | – | 6.45% | – |
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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% |