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 | $1,067,675 | -3.5% | 15,603 | -0.6% | 0.06% | -1.5% |
| Q2 2023 | $1,106,657 | +7.6% | 15,701 | -2.5% | 0.06% | 0.0% |
| Q1 2023 | $1,028,594 | +8.9% | 16,099 | -0.3% | 0.06% | -4.4% |
| Q4 2022 | $944,464 | +0.3% | 16,145 | -0.9% | 0.07% | -10.5% |
| Q3 2022 | $942,000 | -99.9% | 16,296 | -0.3% | 0.08% | +1.3% |
| Q2 2022 | $985,955,000 | +78966.2% | 16,337 | +0.0% | 0.08% | -9.6% |
| Q1 2022 | $1,247,000 | -8.7% | 16,332 | +0.0% | 0.08% | -6.7% |
| Q4 2021 | $1,366,000 | +11.0% | 16,327 | -2.0% | 0.09% | +1.1% |
| Q3 2021 | $1,231,000 | +26.3% | 16,661 | +24.3% | 0.09% | +12.8% |
| Q2 2021 | $975,000 | +3.7% | 13,409 | -7.2% | 0.08% | 0.0% |
| Q1 2021 | $940,000 | +2.5% | 14,451 | +0.5% | 0.08% | -22.8% |
| Q4 2020 | $917,000 | – | 14,378 | – | 0.10% | – |
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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% |