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 | $8,139,724 | +358.4% | 118,967 | +372.2% | 0.96% | +365.9% |
| Q2 2023 | $1,775,816 | +219.9% | 25,196 | +190.0% | 0.20% | +197.1% |
| Q1 2023 | $555,140 | +34.3% | 8,689 | +22.9% | 0.07% | +30.2% |
| Q4 2022 | $413,478 | -21.8% | 7,068 | -22.6% | 0.05% | -29.3% |
| Q3 2022 | $529,000 | -41.4% | 9,137 | -38.9% | 0.08% | -39.0% |
| Q2 2022 | $902,000 | +26.7% | 14,946 | +60.4% | 0.12% | +30.9% |
| Q1 2022 | $712,000 | +154.3% | 9,320 | +178.4% | 0.09% | +168.6% |
| Q4 2021 | $280,000 | +27.9% | 3,348 | +13.2% | 0.04% | +16.7% |
| Q3 2021 | $219,000 | +1.9% | 2,957 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $215,000 | -24.0% | 2,957 | -32.0% | 0.03% | -31.8% |
| Q1 2021 | $283,000 | – | 4,351 | – | 0.04% | – |
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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% |