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 | $439,120 | -2.9% | 6,418 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $452,341 | +10.3% | 6,418 | 0.0% | 0.01% | +16.7% |
| Q1 2023 | $410,046 | +9.2% | 6,418 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $375,453 | +1.2% | 6,418 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $371,000 | -4.1% | 6,418 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $387,000 | -38.8% | 6,418 | -22.4% | 0.01% | -33.3% |
| Q1 2022 | $632,000 | -8.7% | 8,274 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $692,000 | +13.1% | 8,274 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $612,000 | +1.7% | 8,274 | 0.0% | 0.01% | +12.5% |
| Q2 2021 | $602,000 | +41.0% | 8,274 | +26.1% | 0.01% | +14.3% |
| Q1 2021 | $427,000 | +1.9% | 6,560 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $419,000 | +89.6% | 6,560 | +586.9% | 0.01% | +75.0% |
| Q3 2020 | $221,000 | -18.1% | 955 | -31.5% | 0.00% | -20.0% |
| Q4 2019 | $270,000 | +7.6% | 1,395 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $251,000 | – | 1,395 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |