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 | $3,004,486 | +0.5% | 43,912 | +3.5% | 1.61% | +2.3% |
| Q2 2023 | $2,989,677 | +9.7% | 42,419 | -0.5% | 1.58% | -3.8% |
| Q1 2023 | $2,724,401 | -95.8% | 42,642 | -96.2% | 1.64% | -94.5% |
| Q4 2022 | $65,049,416 | +2408.7% | 1,111,956 | +2380.5% | 30.01% | +1499.0% |
| Q3 2022 | $2,593,000 | -2.4% | 44,828 | +1.8% | 1.88% | +3.5% |
| Q2 2022 | $2,656,000 | -19.1% | 44,014 | +2.4% | 1.81% | -4.9% |
| Q1 2022 | $3,283,000 | -2.3% | 42,985 | +7.0% | 1.91% | +1.8% |
| Q4 2021 | $3,362,000 | +10.1% | 40,183 | -2.7% | 1.87% | +0.4% |
| Q3 2021 | $3,053,000 | -8.3% | 41,302 | -9.8% | 1.87% | -9.2% |
| Q2 2021 | $3,329,000 | +0.1% | 45,778 | -10.4% | 2.05% | -3.3% |
| Q1 2021 | $3,325,000 | +6.6% | 51,068 | +4.5% | 2.12% | -4.4% |
| Q4 2020 | $3,119,000 | +7.5% | 48,877 | +289.3% | 2.22% | -2.2% |
| Q3 2020 | $2,901,000 | +7.6% | 12,554 | -3.3% | 2.27% | +4.7% |
| Q2 2020 | $2,695,000 | +17.9% | 12,988 | -6.2% | 2.17% | +2.9% |
| Q1 2020 | $2,285,000 | -13.4% | 13,842 | +1.6% | 2.11% | +4.1% |
| Q4 2019 | $2,638,000 | – | 13,621 | – | 2.03% | – |
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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% |