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 | $1,121,365 | -3.4% | 16,389 | -0.5% | 0.30% | -10.8% |
| Q2 2023 | $1,161,238 | +9.4% | 16,476 | -0.8% | 0.34% | +17.5% |
| Q1 2023 | $1,061,539 | -1.8% | 16,615 | -10.1% | 0.29% | -7.3% |
| Q4 2022 | $1,080,763 | +14.2% | 18,474 | +13.0% | 0.31% | +0.6% |
| Q3 2022 | $946,000 | -32.6% | 16,354 | -29.7% | 0.31% | -31.0% |
| Q2 2022 | $1,404,000 | -40.5% | 23,269 | -24.7% | 0.45% | -35.6% |
| Q1 2022 | $2,359,000 | -10.7% | 30,891 | -2.2% | 0.70% | -14.6% |
| Q4 2021 | $2,642,000 | +11.4% | 31,579 | -1.3% | 0.82% | +4.2% |
| Q3 2021 | $2,371,000 | -2.7% | 32,010 | -4.4% | 0.79% | -6.1% |
| Q2 2021 | $2,436,000 | +39.8% | 33,495 | +25.1% | 0.84% | +21.7% |
| Q1 2021 | $1,743,000 | +44.8% | 26,778 | +41.8% | 0.69% | +30.2% |
| Q4 2020 | $1,204,000 | – | 18,880 | – | 0.53% | – |
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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% |