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 | $975,804 | -1.4% | 14,262 | +1.6% | 0.52% | -0.2% |
| Q2 2023 | $989,492 | +12.1% | 14,039 | +1.6% | 0.52% | -3.0% |
| Q1 2023 | $883,051 | +9.8% | 13,821 | +0.6% | 0.53% | -4.1% |
| Q4 2022 | $803,959 | -13.5% | 13,743 | -14.4% | 0.56% | -18.2% |
| Q3 2022 | $929,000 | -15.3% | 16,057 | -11.7% | 0.68% | -13.0% |
| Q2 2022 | $1,097,000 | -18.2% | 18,176 | +3.5% | 0.78% | +2.0% |
| Q1 2022 | $1,341,000 | -9.5% | 17,553 | -0.8% | 0.77% | -17.4% |
| Q4 2021 | $1,481,000 | +16.1% | 17,695 | +2.5% | 0.93% | +2.1% |
| Q3 2021 | $1,276,000 | -22.2% | 17,264 | -23.5% | 0.91% | -25.5% |
| Q2 2021 | $1,641,000 | +9.9% | 22,562 | +1.7% | 1.22% | +0.4% |
| Q1 2021 | $1,493,000 | +6.3% | 22,180 | +0.9% | 1.22% | -5.1% |
| Q4 2020 | $1,404,000 | – | 21,992 | – | 1.28% | – |
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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% |