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 | $7,265,800 | +34.9% | 106,194 | +39.0% | 1.15% | +42.4% |
| Q2 2023 | $5,385,102 | +1919.8% | 76,406 | +1731.0% | 0.80% | +1772.1% |
| Q1 2023 | $266,615 | +14.3% | 4,173 | +4.7% | 0.04% | +4.9% |
| Q4 2022 | $233,247 | -4.4% | 3,987 | -5.4% | 0.04% | -14.6% |
| Q3 2022 | $244,000 | -3.9% | 4,214 | +0.2% | 0.05% | -2.0% |
| Q2 2022 | $254,000 | -38.0% | 4,207 | -21.7% | 0.05% | -41.7% |
| Q1 2022 | $410,000 | -93.7% | 5,373 | -93.1% | 0.08% | -93.6% |
| Q4 2021 | $6,499,000 | +24.0% | 77,677 | +9.6% | 1.31% | +11.0% |
| Q3 2021 | $5,241,000 | -3.0% | 70,896 | -4.6% | 1.18% | -7.5% |
| Q2 2021 | $5,402,000 | +17.2% | 74,281 | +4.9% | 1.27% | -1.5% |
| Q1 2021 | $4,610,000 | -1.9% | 70,809 | -3.9% | 1.29% | -6.8% |
| Q4 2020 | $4,701,000 | +4.8% | 73,654 | +279.3% | 1.38% | -14.1% |
| Q3 2020 | $4,487,000 | +3.7% | 19,416 | -6.9% | 1.61% | -5.6% |
| Q2 2020 | $4,327,000 | +470.1% | 20,855 | +353.8% | 1.71% | +317.8% |
| Q1 2020 | $759,000 | -76.0% | 4,596 | -71.8% | 0.41% | -81.8% |
| Q4 2019 | $3,156,000 | – | 16,300 | – | 2.24% | – |
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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% |