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 | $1,818,479 | -2.9% | 26,578 | 0.0% | 1.19% | +1.2% |
| Q2 2023 | $1,873,230 | -0.1% | 26,578 | -9.5% | 1.18% | -5.2% |
| Q1 2023 | $1,875,430 | +9.2% | 29,354 | +0.0% | 1.24% | +30.0% |
| Q4 2022 | $1,716,791 | +7.8% | 29,347 | +6.6% | 0.95% | -2.0% |
| Q3 2022 | $1,593,000 | -4.2% | 27,532 | -0.1% | 0.97% | +3.8% |
| Q2 2022 | $1,663,000 | -21.1% | 27,560 | -0.1% | 0.94% | -9.3% |
| Q1 2022 | $2,107,000 | -9.8% | 27,583 | -1.2% | 1.03% | -15.1% |
| Q4 2021 | $2,335,000 | +11.9% | 27,906 | -1.2% | 1.22% | +0.7% |
| Q3 2021 | $2,087,000 | +1.7% | 28,233 | 0.0% | 1.21% | -24.2% |
| Q2 2021 | $2,053,000 | +11.3% | 28,233 | -0.3% | 1.60% | -12.2% |
| Q1 2021 | $1,844,000 | +1.2% | 28,315 | -0.8% | 1.82% | -5.4% |
| Q4 2020 | $1,822,000 | +6.4% | 28,546 | +285.2% | 1.92% | +19.7% |
| Q3 2020 | $1,712,000 | +10.5% | 7,410 | -0.8% | 1.60% | +11.1% |
| Q2 2020 | $1,549,000 | -55.3% | 7,467 | -64.5% | 1.44% | -56.6% |
| Q1 2020 | $3,468,000 | -38.6% | 21,014 | -28.0% | 3.33% | -6.9% |
| Q4 2019 | $5,650,000 | -2.6% | 29,178 | -9.4% | 3.58% | -9.6% |
| Q3 2019 | $5,800,000 | -7.6% | 32,216 | -8.0% | 3.96% | -11.8% |
| Q2 2019 | $6,280,000 | +9.0% | 35,036 | +4.8% | 4.48% | -3.0% |
| Q1 2019 | $5,762,000 | +20.6% | 33,429 | +5.5% | 4.62% | -0.5% |
| Q4 2018 | $4,776,000 | – | 31,701 | – | 4.65% | – |
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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% |