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 | $1,076,589 | -12.0% | 15,735 | -9.3% | 0.17% | -12.1% |
| Q2 2023 | $1,222,758 | +11.6% | 17,349 | +1.2% | 0.20% | +2.6% |
| Q1 2023 | $1,095,330 | +7.2% | 17,144 | -1.8% | 0.19% | +2.1% |
| Q4 2022 | $1,021,410 | +1.1% | 17,460 | -0.0% | 0.19% | -10.0% |
| Q3 2022 | $1,010,000 | -6.0% | 17,465 | -1.9% | 0.21% | -0.9% |
| Q2 2022 | $1,074,000 | -12.7% | 17,796 | +10.5% | 0.21% | -3.6% |
| Q1 2022 | $1,230,000 | -6.2% | 16,109 | +2.7% | 0.22% | -3.9% |
| Q4 2021 | $1,312,000 | +17.9% | 15,679 | +4.1% | 0.23% | +4.1% |
| Q3 2021 | $1,113,000 | +5.4% | 15,062 | +3.8% | 0.22% | +5.3% |
| Q2 2021 | $1,056,000 | +33.8% | 14,514 | +19.8% | 0.21% | +22.2% |
| Q1 2021 | $789,000 | +32.8% | 12,115 | +30.1% | 0.17% | +21.3% |
| Q4 2020 | $594,000 | – | 9,312 | – | 0.14% | – |
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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% |