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 | $3,041,550 | -6.8% | 44,454 | -4.0% | 2.35% | -2.2% |
| Q2 2023 | $3,265,204 | +8.0% | 46,328 | -2.1% | 2.41% | -1.0% |
| Q1 2023 | $3,023,217 | +6.7% | 47,319 | -2.3% | 2.43% | +1.2% |
| Q4 2022 | $2,833,781 | -8.9% | 48,441 | -9.9% | 2.40% | -24.8% |
| Q3 2022 | $3,109,000 | -20.4% | 53,736 | -17.0% | 3.20% | -16.0% |
| Q2 2022 | $3,908,000 | -84.7% | 64,755 | -80.6% | 3.81% | -82.5% |
| Q1 2022 | $25,518,000 | -9.3% | 334,090 | -0.7% | 21.73% | +11.2% |
| Q4 2021 | $28,150,000 | +10.1% | 336,435 | -2.8% | 19.55% | +8.8% |
| Q3 2021 | $25,576,000 | -2.2% | 346,038 | -3.7% | 17.96% | -2.9% |
| Q2 2021 | $26,141,000 | +13.1% | 359,425 | +1.3% | 18.49% | +4.7% |
| Q1 2021 | $23,103,000 | -8.1% | 354,828 | -9.9% | 17.67% | -21.0% |
| Q4 2020 | $25,127,000 | +8.1% | 393,714 | +291.5% | 22.38% | -4.9% |
| Q3 2020 | $23,240,000 | +12.0% | 100,571 | +0.5% | 23.53% | +3.5% |
| Q2 2020 | $20,759,000 | +16.5% | 100,049 | -7.3% | 22.73% | +4.5% |
| Q1 2020 | $17,815,000 | -14.1% | 107,935 | +0.8% | 21.75% | +1.1% |
| Q4 2019 | $20,735,000 | – | 107,082 | – | 21.51% | – |
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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% |