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 | $504,118 | -2.9% | 7,368 | 0.0% | 0.16% | -1.2% |
| Q2 2023 | $519,296 | +120.6% | 7,368 | +100.0% | 0.16% | +1.3% |
| Q1 2023 | $235,371 | +10.5% | 3,684 | 0.0% | 0.16% | -1.9% |
| Q3 2022 | $213,000 | -4.1% | 3,684 | 0.0% | 0.16% | -0.6% |
| Q2 2022 | $222,000 | -60.6% | 3,684 | -50.0% | 0.16% | -6.3% |
| Q1 2022 | $563,000 | +82.8% | 7,368 | +100.0% | 0.17% | -11.2% |
| Q4 2021 | $308,000 | -43.4% | 3,684 | -50.0% | 0.20% | +6.5% |
| Q3 2021 | $544,000 | +107.6% | 7,368 | +104.7% | 0.18% | +0.5% |
| Q2 2021 | $262,000 | +12.0% | 3,600 | 0.0% | 0.18% | +5.8% |
| Q1 2021 | $234,000 | +1.7% | 3,600 | 0.0% | 0.17% | +0.6% |
| Q4 2020 | $230,000 | +10.6% | 3,600 | +300.0% | 0.17% | +3.6% |
| Q3 2020 | $208,000 | -13.7% | 900 | -61.2% | 0.17% | -16.6% |
| Q2 2020 | $241,000 | +20.5% | 2,320 | +91.9% | 0.20% | +2.1% |
| Q1 2020 | $200,000 | -14.2% | 1,209 | 0.0% | 0.20% | +6.6% |
| Q4 2019 | $233,000 | – | 1,209 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |