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 | $2,001,547 | -4.3% | 29,254 | -1.4% | 0.59% | -3.8% |
| Q2 2023 | $2,092,187 | +7.7% | 29,684 | -2.3% | 0.61% | -5.1% |
| Q1 2023 | $1,941,862 | +4.5% | 30,394 | -4.4% | 0.64% | -14.5% |
| Q4 2022 | $1,859,120 | +0.1% | 31,780 | -1.0% | 0.75% | +0.7% |
| Q3 2022 | $1,858,000 | -4.2% | 32,114 | -0.1% | 0.75% | -1.6% |
| Q2 2022 | $1,939,000 | -39.7% | 32,136 | -23.7% | 0.76% | -28.0% |
| Q1 2022 | $3,218,000 | -81.1% | 42,136 | -79.3% | 1.05% | -78.9% |
| Q4 2021 | $17,017,000 | +212.4% | 203,383 | +176.0% | 5.00% | +173.0% |
| Q3 2021 | $5,447,000 | +2.5% | 73,693 | +2.8% | 1.83% | +8.1% |
| Q2 2021 | $5,314,000 | +11.4% | 71,697 | -2.2% | 1.69% | +0.8% |
| Q1 2021 | $4,771,000 | -49.7% | 73,273 | -50.7% | 1.68% | -53.1% |
| Q4 2020 | $9,478,000 | +19.4% | 148,510 | +332.4% | 3.58% | +5.5% |
| Q3 2020 | $7,936,000 | +47.0% | 34,344 | +32.0% | 3.40% | +29.6% |
| Q2 2020 | $5,397,000 | +97.6% | 26,013 | +57.2% | 2.62% | +33.2% |
| Q1 2020 | $2,731,000 | -21.6% | 16,546 | -8.0% | 1.97% | -5.8% |
| Q4 2019 | $3,482,000 | – | 17,984 | – | 2.09% | – |
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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% |