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 | $27,710 | -2.9% | 405 | 0.0% | 0.01% | -7.1% |
| Q2 2023 | $28,544 | +3.4% | 405 | -6.2% | 0.01% | 0.0% |
| Q1 2023 | $27,600 | +9.2% | 432 | 0.0% | 0.01% | -6.7% |
| Q4 2022 | $25,272 | +1.1% | 432 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $25,000 | -7.4% | 432 | -4.4% | 0.02% | -11.8% |
| Q2 2022 | $27,000 | -22.9% | 452 | 0.0% | 0.02% | -19.0% |
| Q1 2022 | $35,000 | -47.8% | 452 | -43.5% | 0.02% | -52.3% |
| Q4 2021 | $67,000 | +13.6% | 800 | 0.0% | 0.04% | -2.2% |
| Q3 2021 | $59,000 | +1.7% | 800 | 0.0% | 0.04% | -8.2% |
| Q2 2021 | $58,000 | +11.5% | 800 | 0.0% | 0.05% | -15.5% |
| Q1 2021 | $52,000 | +2.0% | 800 | 0.0% | 0.06% | -1.7% |
| Q4 2020 | $51,000 | +10.9% | 800 | +300.0% | 0.06% | +11.3% |
| Q3 2020 | $46,000 | +12.2% | 200 | 0.0% | 0.05% | +17.8% |
| Q2 2020 | $41,000 | +24.2% | 200 | 0.0% | 0.04% | +12.5% |
| Q1 2020 | $33,000 | -15.4% | 200 | 0.0% | 0.04% | +14.3% |
| Q4 2019 | $39,000 | – | 200 | – | 0.04% | – |
Download | ||||||
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% |