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 | $253,396 | -0.6% | 3,704 | +2.4% | 0.05% | -2.0% |
| Q2 2023 | $254,894 | -18.0% | 3,617 | -11.2% | 0.05% | -24.2% |
| Q1 2022 | $311,000 | -12.9% | 4,071 | -4.7% | 0.07% | -10.8% |
| Q4 2021 | $357,000 | +6.2% | 4,271 | -6.0% | 0.07% | -5.1% |
| Q3 2021 | $336,000 | +1.8% | 4,543 | +0.0% | 0.08% | +2.6% |
| Q2 2021 | $330,000 | -5.7% | 4,542 | -15.5% | 0.08% | -16.5% |
| Q1 2021 | $350,000 | +7.4% | 5,378 | +5.3% | 0.09% | -9.0% |
| Q4 2020 | $326,000 | +38.1% | 5,107 | +400.7% | 0.10% | +22.0% |
| Q3 2020 | $236,000 | +11.3% | 1,020 | 0.0% | 0.08% | -2.4% |
| Q2 2020 | $212,000 | +6.0% | 1,020 | -1.4% | 0.08% | +40.0% |
| Q4 2019 | $200,000 | – | 1,035 | – | 0.06% | – |
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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% |