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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $239,698 | -41.6% | 3,401 | -47.1% | 0.07% | -36.7% |
| Q1 2023 | $410,399 | -40.9% | 6,424 | -45.9% | 0.11% | -41.7% |
| Q4 2022 | $694,820 | +218.7% | 11,877 | +215.6% | 0.19% | +187.7% |
| Q3 2022 | $218,000 | -3.1% | 3,763 | +0.7% | 0.06% | +3.2% |
| Q2 2022 | $225,000 | -52.0% | 3,735 | -39.2% | 0.06% | -45.7% |
| Q1 2022 | $469,000 | +6.6% | 6,140 | +16.7% | 0.12% | +12.6% |
| Q4 2021 | $440,000 | +12.8% | 5,262 | -0.3% | 0.10% | +9.6% |
| Q3 2021 | $390,000 | +5.4% | 5,279 | +3.8% | 0.09% | +6.8% |
| Q2 2021 | $370,000 | +3.9% | 5,087 | -6.9% | 0.09% | -2.2% |
| Q1 2021 | $356,000 | – | 5,465 | – | 0.09% | – |
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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% |