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 | $11,241,206 | -9.3% | 164,297 | -6.6% | 1.15% | -12.7% |
| Q2 2023 | $12,391,368 | +2.5% | 175,814 | -7.1% | 1.32% | -7.9% |
| Q1 2023 | $12,088,859 | +4.2% | 189,214 | -4.6% | 1.44% | -5.2% |
| Q4 2022 | $11,600,672 | -4.8% | 198,302 | -5.8% | 1.51% | -14.7% |
| Q3 2022 | $12,182,000 | -12.3% | 210,574 | -8.5% | 1.77% | -8.5% |
| Q2 2022 | $13,893,000 | -23.9% | 230,206 | -3.6% | 1.94% | -19.0% |
| Q1 2022 | $18,246,000 | -12.7% | 238,887 | -4.4% | 2.39% | -11.3% |
| Q4 2021 | $20,907,000 | -16.4% | 249,872 | -26.2% | 2.70% | -22.4% |
| Q3 2021 | $25,018,000 | -78.3% | 338,488 | -78.6% | 3.48% | -78.7% |
| Q2 2021 | $115,031,000 | +15.2% | 1,581,613 | +3.2% | 16.30% | +6.6% |
| Q1 2021 | $99,824,000 | +5.0% | 1,533,167 | +2.9% | 15.28% | -3.7% |
| Q4 2020 | $95,098,000 | – | 1,490,092 | – | 15.87% | – |
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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% |