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 | $4,529,062 | -0.1% | 66,195 | +2.9% | 1.19% | -2.8% |
| Q2 2023 | $4,534,049 | +4.7% | 64,331 | -5.1% | 1.22% | -3.9% |
| Q1 2023 | $4,331,614 | -0.3% | 67,798 | -8.7% | 1.27% | -11.0% |
| Q4 2022 | $4,345,556 | +204.7% | 74,283 | +201.4% | 1.43% | +183.9% |
| Q3 2022 | $1,426,000 | -36.3% | 24,642 | -33.5% | 0.50% | -33.1% |
| Q2 2022 | $2,238,000 | +14.7% | 37,083 | +45.2% | 0.75% | +11.7% |
| Q1 2022 | $1,951,000 | +11.8% | 25,546 | +8.2% | 0.67% | +3.1% |
| Q3 2021 | $1,745,000 | +1.6% | 23,610 | -0.0% | 0.65% | -4.0% |
| Q2 2021 | $1,718,000 | +11.7% | 23,616 | 0.0% | 0.68% | +4.3% |
| Q1 2021 | $1,538,000 | -10.8% | 23,616 | -12.6% | 0.65% | -17.3% |
| Q4 2020 | $1,724,000 | +7.8% | 27,008 | +290.2% | 0.79% | -10.0% |
| Q3 2020 | $1,599,000 | +2.8% | 6,921 | -7.7% | 0.88% | -4.2% |
| Q2 2020 | $1,556,000 | +25.6% | 7,497 | -0.1% | 0.91% | +2.0% |
| Q1 2020 | $1,239,000 | -16.7% | 7,505 | -2.3% | 0.90% | -5.9% |
| Q4 2019 | $1,487,000 | – | 7,682 | – | 0.95% | – |
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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% |