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 | $264,363 | -0.6% | 3,864 | +2.4% | 0.06% | -6.7% |
| Q2 2023 | $266,050 | +10.5% | 3,775 | +0.2% | 0.06% | +9.1% |
| Q1 2023 | $240,809 | +9.4% | 3,769 | +0.2% | 0.06% | -3.5% |
| Q4 2022 | $220,024 | +1.4% | 3,761 | +0.2% | 0.06% | -1.7% |
| Q3 2022 | $217,000 | -4.0% | 3,755 | +0.2% | 0.06% | -4.9% |
| Q2 2022 | $226,000 | -27.1% | 3,748 | -7.6% | 0.06% | -20.8% |
| Q1 2022 | $310,000 | -3.4% | 4,055 | +5.6% | 0.08% | -3.8% |
| Q4 2021 | $321,000 | +15.9% | 3,839 | +2.6% | 0.08% | -1.2% |
| Q3 2021 | $277,000 | +0.4% | 3,742 | -1.5% | 0.08% | -11.0% |
| Q2 2021 | $276,000 | +15.5% | 3,799 | +3.7% | 0.09% | 0.0% |
| Q1 2021 | $239,000 | +2.1% | 3,664 | +0.1% | 0.09% | -9.0% |
| Q4 2020 | $234,000 | – | 3,660 | – | 0.10% | – |
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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% |