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 | $16,793,219 | -2.1% | 244,647 | +0.6% | 10.09% | +0.7% |
| Q2 2023 | $17,147,023 | +1.5% | 243,289 | -8.0% | 10.02% | +6.5% |
| Q1 2023 | $16,901,676 | +10.3% | 264,543 | +1.0% | 9.40% | +5.7% |
| Q4 2022 | $15,324,927 | -3.0% | 261,965 | -4.0% | 8.90% | -14.1% |
| Q3 2022 | $15,794,000 | -17.1% | 273,020 | -13.5% | 10.36% | -10.3% |
| Q2 2022 | $19,047,000 | -14.1% | 315,616 | +8.7% | 11.55% | -10.5% |
| Q1 2022 | $22,180,000 | -3.1% | 290,389 | +6.2% | 12.91% | -0.8% |
| Q4 2021 | $22,887,000 | +18.4% | 273,544 | +4.6% | 13.01% | +9.0% |
| Q3 2021 | $19,328,000 | -0.4% | 261,502 | -2.0% | 11.94% | +0.1% |
| Q2 2021 | $19,408,000 | +13.1% | 266,849 | +1.3% | 11.92% | +6.3% |
| Q1 2021 | $17,155,000 | +0.5% | 263,482 | -1.5% | 11.22% | -13.6% |
| Q4 2020 | $17,070,000 | +10.8% | 267,469 | +301.0% | 12.98% | -1.8% |
| Q3 2020 | $15,412,000 | +18.9% | 66,694 | +6.8% | 13.22% | +5.5% |
| Q2 2020 | $12,958,000 | +53.8% | 62,453 | +22.3% | 12.53% | +22.8% |
| Q1 2020 | $8,427,000 | -2.8% | 51,056 | +14.0% | 10.21% | +12.9% |
| Q4 2019 | $8,670,000 | – | 44,775 | – | 9.04% | – |
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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% |