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 | $208,407 | +114.9% | 3,046 | +130.9% | 0.02% | +42.9% |
| Q3 2021 | $97,000 | -97.4% | 1,319 | -97.4% | 0.01% | -96.9% |
| Q2 2021 | $3,761,000 | -28.0% | 51,725 | -35.5% | 0.46% | -46.7% |
| Q1 2021 | $5,222,000 | -2.6% | 80,214 | -4.5% | 0.86% | -23.6% |
| Q4 2020 | $5,362,000 | -99.1% | 84,028 | +3216.0% | 1.12% | +268.9% |
| Q3 2020 | $607,387,000 | +13.7% | 2,534 | +2.5% | 0.30% | +3.0% |
| Q2 2020 | $534,364,000 | +36.0% | 2,473 | +3.9% | 0.30% | +18.4% |
| Q1 2020 | $392,862,000 | -21.5% | 2,380 | -0.7% | 0.25% | -16.7% |
| Q4 2019 | $500,570,000 | – | 2,397 | – | 0.30% | – |
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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% |