ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,309 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $303,511 | -2.9% | 4,436 | 0.0% | 0.13% | -2.2% |
| Q2 2023 | $312,649 | +10.3% | 4,436 | 0.0% | 0.13% | +4.7% |
| Q1 2023 | $283,416 | +9.2% | 4,436 | 0.0% | 0.13% | +3.2% |
| Q4 2022 | $259,506 | +1.0% | 4,436 | 0.0% | 0.12% | -8.8% |
| Q3 2022 | $257,000 | -4.1% | 4,436 | 0.0% | 0.14% | -0.7% |
| Q2 2022 | $268,000 | -20.9% | 4,436 | 0.0% | 0.14% | -11.0% |
| Q1 2022 | $339,000 | -8.6% | 4,436 | 0.0% | 0.15% | -6.1% |
| Q4 2021 | $371,000 | +3.6% | 4,436 | 0.0% | 0.16% | +1.2% |
| Q3 2021 | $358,000 | +10.8% | 4,436 | 0.0% | 0.16% | -1.2% |
| Q2 2021 | $323,000 | +11.8% | 4,436 | 0.0% | 0.16% | +4.5% |
| Q1 2021 | $289,000 | +2.1% | 4,436 | 0.0% | 0.16% | -7.1% |
| Q4 2020 | $283,000 | +10.5% | 4,436 | +300.0% | 0.17% | -5.1% |
| Q3 2020 | $256,000 | +11.3% | 1,109 | 0.0% | 0.18% | +2.3% |
| Q2 2020 | $230,000 | +4.1% | 1,109 | -3.0% | 0.17% | +3.6% |
| Q4 2019 | $221,000 | – | 1,143 | – | 0.17% | – |
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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% |