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 | $7,395,494 | -11.4% | 108,090 | -8.7% | 1.81% | -20.6% |
| Q2 2023 | $8,346,358 | -4.2% | 118,422 | -13.1% | 2.28% | -20.9% |
| Q1 2023 | $8,708,822 | -8.9% | 136,309 | -16.6% | 2.88% | -20.5% |
| Q4 2022 | $9,561,123 | -29.6% | 163,438 | -30.4% | 3.62% | -28.3% |
| Q3 2022 | $13,581,000 | -13.4% | 234,759 | -9.7% | 5.06% | -8.3% |
| Q2 2022 | $15,685,000 | +2.1% | 259,907 | +29.2% | 5.51% | +22.1% |
| Q1 2022 | $15,369,000 | +41.3% | 201,223 | +54.8% | 4.52% | +43.5% |
| Q4 2021 | $10,877,000 | +474.6% | 129,999 | +399.6% | 3.15% | +356.1% |
| Q2 2021 | $1,893,000 | +103.1% | 26,021 | +81.9% | 0.69% | +72.5% |
| Q1 2021 | $932,000 | -3.3% | 14,307 | -5.3% | 0.40% | -9.1% |
| Q4 2020 | $964,000 | – | 15,105 | – | 0.44% | – |
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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% |