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 | $457,283 | -2.9% | 6,682 | -0.0% | 0.23% | +2.7% |
| Q2 2023 | $471,051 | +10.5% | 6,684 | +0.2% | 0.22% | +6.7% |
| Q1 2023 | $426,318 | +9.5% | 6,673 | +0.2% | 0.21% | 0.0% |
| Q4 2022 | $389,479 | -99.9% | 6,658 | -15.4% | 0.21% | -16.3% |
| Q3 2022 | $449,483,000 | +12.3% | 7,871 | +18.7% | 0.25% | +30.1% |
| Q2 2022 | $400,359,000 | +79336.3% | 6,633 | +0.3% | 0.19% | -15.0% |
| Q1 2022 | $504,000 | -8.9% | 6,611 | 0.0% | 0.23% | -0.9% |
| Q4 2021 | $553,000 | +13.3% | 6,611 | +0.1% | 0.23% | +6.5% |
| Q3 2021 | $488,000 | +1.7% | 6,604 | 0.0% | 0.22% | +2.9% |
| Q2 2021 | $480,000 | +11.9% | 6,604 | 0.0% | 0.21% | -3.7% |
| Q1 2021 | $429,000 | +1.9% | 6,604 | 0.0% | 0.22% | -8.4% |
| Q4 2020 | $421,000 | – | 6,604 | – | 0.24% | – |
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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% |