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 | $3,003,910 | +751.4% | 43,763 | +774.2% | 0.52% | +989.6% |
| Q2 2023 | $352,823 | -30.5% | 5,006 | -43.0% | 0.05% | -51.0% |
| Q3 2022 | $508,000 | +91.0% | 8,783 | +99.5% | 0.10% | +92.2% |
| Q2 2022 | $266,000 | +8.6% | 4,403 | +30.8% | 0.05% | +45.7% |
| Q2 2021 | $245,000 | +1533.3% | 3,365 | +4327.6% | 0.04% | +600.0% |
| Q2 2020 | $15,000 | +7.1% | 76 | 0.0% | 0.01% | +25.0% |
| Q4 2019 | $14,000 | – | 76 | – | 0.00% | – |
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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% |