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 | $8,214,470 | -2.3% | 120,059 | +0.7% | 2.48% | -0.4% |
| Q2 2023 | $8,405,479 | +9.2% | 119,260 | -1.0% | 2.49% | +2.4% |
| Q1 2023 | $7,698,780 | +9.2% | 120,501 | +0.0% | 2.43% | -9.5% |
| Q4 2022 | $7,048,800 | -4.5% | 120,492 | -5.6% | 2.68% | -11.5% |
| Q3 2022 | $7,381,000 | +12.7% | 127,583 | +17.6% | 3.03% | +8.4% |
| Q2 2022 | $6,548,000 | -20.2% | 108,493 | +1.0% | 2.80% | -1.5% |
| Q1 2022 | $8,202,000 | -3.3% | 107,380 | +5.9% | 2.84% | -4.9% |
| Q4 2021 | $8,486,000 | +13.6% | 101,422 | +0.4% | 2.98% | -0.4% |
| Q3 2021 | $7,468,000 | +2.2% | 101,047 | +0.6% | 3.00% | -3.3% |
| Q2 2021 | $7,306,000 | -23.9% | 100,458 | -31.9% | 3.10% | -33.7% |
| Q1 2021 | $9,605,000 | -8.5% | 147,522 | -10.3% | 4.67% | -25.9% |
| Q4 2020 | $10,500,000 | +11.3% | 164,522 | +302.8% | 6.30% | -9.6% |
| Q3 2020 | $9,437,000 | +14.5% | 40,841 | +2.8% | 6.97% | +19.3% |
| Q2 2020 | $8,244,000 | +35.0% | 39,733 | +7.4% | 5.84% | +30.4% |
| Q1 2020 | $6,105,000 | -13.5% | 36,991 | +1.5% | 4.48% | -13.2% |
| Q4 2019 | $7,055,000 | – | 36,433 | – | 5.17% | – |
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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% |