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 | $11,913,912 | -2.9% | 174,129 | -0.0% | 6.10% | +0.3% |
| Q2 2023 | $12,274,924 | +21.9% | 174,162 | +10.5% | 6.08% | +11.3% |
| Q1 2023 | $10,067,518 | +19.7% | 157,576 | +9.6% | 5.46% | +8.9% |
| Q4 2022 | $8,408,041 | +4.6% | 143,727 | +3.4% | 5.02% | -11.0% |
| Q3 2022 | $8,038,000 | +1.5% | 138,942 | +5.9% | 5.64% | +1.2% |
| Q2 2022 | $7,921,000 | -18.4% | 131,255 | +3.2% | 5.57% | -8.9% |
| Q1 2022 | $9,712,000 | -5.4% | 127,160 | +3.6% | 6.12% | -4.8% |
| Q4 2021 | $10,268,000 | +11.3% | 122,721 | -1.7% | 6.42% | +9.4% |
| Q3 2021 | $9,223,000 | +1.8% | 124,784 | +0.2% | 5.87% | -0.2% |
| Q2 2021 | $9,060,000 | +15.0% | 124,568 | +2.9% | 5.88% | +4.7% |
| Q1 2021 | $7,879,000 | +3.6% | 121,010 | +1.6% | 5.62% | -8.2% |
| Q4 2020 | $7,604,000 | – | 119,149 | – | 6.12% | – |
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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% |