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 | $11,314,753 | -3.3% | 165,372 | -0.4% | 7.67% | -0.1% |
| Q2 2023 | $11,697,214 | +11.2% | 165,965 | +0.8% | 7.68% | +1.8% |
| Q1 2023 | $10,519,680 | +12.7% | 164,653 | +3.2% | 7.54% | +6.4% |
| Q4 2022 | $9,335,101 | +9.9% | 159,574 | +8.6% | 7.09% | +4.6% |
| Q3 2022 | $8,498,000 | -6.1% | 146,903 | -2.1% | 6.78% | +0.0% |
| Q2 2022 | $9,053,000 | -24.2% | 150,015 | -4.1% | 6.78% | -15.9% |
| Q1 2022 | $11,944,000 | -11.0% | 156,379 | -2.5% | 8.06% | -0.8% |
| Q4 2021 | $13,420,000 | +22.4% | 160,387 | +8.2% | 8.12% | -7.2% |
| Q3 2021 | $10,961,000 | +0.2% | 148,295 | -1.4% | 8.75% | +16.3% |
| Q2 2021 | $10,936,000 | +10.0% | 150,359 | -1.6% | 7.52% | +0.5% |
| Q1 2021 | $9,946,000 | +9.0% | 152,756 | +6.9% | 7.48% | +2.9% |
| Q4 2020 | $9,121,000 | +14.0% | 142,920 | +312.8% | 7.27% | +0.4% |
| Q3 2020 | $8,000,000 | +19.0% | 34,620 | +6.9% | 7.24% | +8.6% |
| Q2 2020 | $6,721,000 | +30.7% | 32,393 | +3.9% | 6.67% | +9.4% |
| Q1 2020 | $5,144,000 | -12.3% | 31,169 | +2.9% | 6.10% | +6.4% |
| Q4 2019 | $5,864,000 | – | 30,285 | – | 5.73% | – |
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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% |