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 | $45,641,271 | +5.9% | 667,075 | +9.1% | 14.51% | +8.9% |
| Q2 2023 | $43,108,669 | +11.4% | 611,644 | +1.0% | 13.32% | +5.9% |
| Q1 2023 | $38,699,642 | +15.1% | 605,723 | +5.4% | 12.58% | +3.8% |
| Q4 2022 | $33,627,087 | +6.5% | 574,822 | +5.3% | 12.12% | +2.3% |
| Q3 2022 | $31,583,000 | -1.9% | 545,949 | +2.3% | 11.84% | +0.2% |
| Q2 2022 | $32,195,000 | -19.6% | 533,479 | +1.8% | 11.82% | -13.3% |
| Q1 2022 | $40,028,000 | -5.8% | 524,077 | +3.2% | 13.63% | -1.2% |
| Q4 2021 | $42,496,000 | +16.0% | 507,905 | +2.5% | 13.80% | +11.2% |
| Q3 2021 | $36,625,000 | +0.6% | 495,530 | -1.0% | 12.41% | +2.1% |
| Q2 2021 | $36,412,000 | +14.2% | 500,649 | +2.2% | 12.16% | +8.2% |
| Q1 2021 | $31,886,000 | +5.9% | 489,737 | +3.8% | 11.24% | -2.2% |
| Q4 2020 | $30,107,000 | +11.9% | 471,757 | +305.3% | 11.50% | -3.2% |
| Q3 2020 | $26,896,000 | +12.4% | 116,391 | +0.9% | 11.87% | +1.4% |
| Q2 2020 | $23,937,000 | – | 115,365 | – | 11.71% | – |
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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% |