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 | $350,186 | -4.7% | 5,118 | -1.8% | 0.09% | -3.2% |
| Q2 2023 | $367,284 | +10.6% | 5,211 | +0.2% | 0.10% | 0.0% |
| Q1 2023 | $332,224 | +9.5% | 5,200 | +0.3% | 0.10% | 0.0% |
| Q4 2022 | $303,273 | +1.4% | 5,184 | +0.2% | 0.10% | -7.8% |
| Q3 2022 | $299,000 | -3.9% | 5,172 | +0.3% | 0.10% | -3.7% |
| Q2 2022 | $311,000 | -20.9% | 5,158 | +0.2% | 0.11% | -8.5% |
| Q1 2022 | $393,000 | -8.6% | 5,149 | +0.2% | 0.12% | -16.4% |
| Q4 2021 | $430,000 | +13.2% | 5,141 | +0.1% | 0.14% | +2.2% |
| Q3 2021 | $380,000 | +1.9% | 5,135 | +0.2% | 0.14% | +1.5% |
| Q2 2021 | $373,000 | +12.0% | 5,127 | +0.1% | 0.14% | +3.1% |
| Q1 2021 | $333,000 | +2.1% | 5,121 | +0.2% | 0.13% | -16.0% |
| Q4 2020 | $326,000 | +10.5% | 5,113 | +301.0% | 0.16% | -8.2% |
| Q3 2020 | $295,000 | +11.7% | 1,275 | +0.2% | 0.17% | +4.3% |
| Q2 2020 | $264,000 | +25.7% | 1,272 | +0.2% | 0.16% | -1.8% |
| Q1 2020 | $210,000 | -14.3% | 1,270 | +0.3% | 0.17% | +13.7% |
| Q4 2019 | $245,000 | – | 1,266 | – | 0.15% | – |
Download | ||||||
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% |