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 | $896,403 | +19.5% | 13,101 | +23.1% | 0.34% | +24.6% |
| Q2 2023 | $749,870 | +10.3% | 10,639 | +0.0% | 0.28% | +6.2% |
| Q1 2023 | $679,597 | -37.6% | 10,637 | -42.8% | 0.26% | -41.8% |
| Q4 2022 | $1,088,596 | -12.3% | 18,608 | -9.5% | 0.45% | -13.2% |
| Q2 2022 | $1,241,000 | -29.7% | 20,563 | -11.0% | 0.52% | -20.0% |
| Q1 2022 | $1,765,000 | -10.6% | 23,109 | -2.1% | 0.64% | -16.4% |
| Q4 2021 | $1,974,000 | +16.7% | 23,594 | +3.1% | 0.77% | +3.8% |
| Q3 2021 | $1,691,000 | +0.5% | 22,882 | -1.1% | 0.74% | +1.4% |
| Q2 2021 | $1,682,000 | +11.3% | 23,132 | -0.3% | 0.73% | +1.7% |
| Q1 2021 | $1,511,000 | -7.7% | 23,211 | -9.5% | 0.72% | -12.6% |
| Q4 2020 | $1,637,000 | +1537.0% | 25,646 | +5795.6% | 0.82% | +1273.3% |
| Q3 2020 | $100,000 | +5.3% | 435 | -5.0% | 0.06% | -4.8% |
| Q2 2020 | $95,000 | +26.7% | 458 | +0.7% | 0.06% | +5.0% |
| Q1 2020 | $75,000 | -14.8% | 455 | 0.0% | 0.06% | +7.1% |
| Q4 2019 | $88,000 | – | 455 | – | 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% |