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 | $229,344 | -6.9% | 3,352 | -4.1% | 0.02% | -4.8% |
| Q2 2023 | $246,257 | +10.3% | 3,494 | 0.0% | 0.02% | +5.0% |
| Q1 2023 | $223,232 | +3.9% | 3,494 | -4.9% | 0.02% | -4.8% |
| Q4 2022 | $214,871 | +1.4% | 3,673 | 0.0% | 0.02% | -4.5% |
| Q3 2022 | $212,000 | -4.5% | 3,673 | 0.0% | 0.02% | -8.3% |
| Q2 2022 | $222,000 | -25.8% | 3,673 | -6.1% | 0.02% | -22.6% |
| Q1 2022 | $299,000 | -9.4% | 3,911 | -0.8% | 0.03% | -6.1% |
| Q4 2021 | $330,000 | +13.4% | 3,942 | 0.0% | 0.03% | +3.1% |
| Q3 2021 | $291,000 | +1.4% | 3,942 | 0.0% | 0.03% | -5.9% |
| Q2 2021 | $287,000 | +22.1% | 3,942 | +9.2% | 0.03% | +6.2% |
| Q1 2021 | $235,000 | -2.5% | 3,610 | -4.6% | 0.03% | -11.1% |
| Q4 2020 | $241,000 | – | 3,784 | – | 0.04% | – |
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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% |