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 | $250,939 | +2.0% | 3,668 | +5.1% | 0.06% | 0.0% |
| Q2 2023 | $245,949 | +20.9% | 3,490 | +9.6% | 0.06% | -27.2% |
| Q1 2023 | $203,362 | -3.6% | 3,183 | +1.6% | 0.08% | +1.2% |
| Q1 2022 | $211,000 | -24.9% | 3,134 | -6.0% | 0.08% | -15.8% |
| Q4 2021 | $281,000 | -10.8% | 3,334 | -17.9% | 0.10% | -19.5% |
| Q3 2021 | $315,000 | +22.1% | 4,062 | +16.8% | 0.12% | +5.4% |
| Q2 2021 | $258,000 | – | 3,478 | – | 0.11% | – |
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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% |