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 | $12,729,684 | +10.4% | 186,052 | +13.7% | 0.48% | +13.8% |
| Q2 2023 | $11,529,035 | +13.2% | 163,579 | +2.6% | 0.43% | +7.3% |
| Q1 2023 | $10,185,349 | +239837.6% | 159,420 | +119.7% | 0.40% | +66.1% |
| Q4 2022 | $4,245 | -99.9% | 72,564 | -24.1% | 0.24% | -28.9% |
| Q3 2022 | $5,533,000 | -55.7% | 95,646 | -53.8% | 0.34% | -34.8% |
| Q2 2022 | $12,494,000 | -48.8% | 207,029 | -35.0% | 0.52% | -21.1% |
| Q1 2022 | $24,396,000 | +9.4% | 318,389 | +19.4% | 0.65% | +31.9% |
| Q4 2021 | $22,308,000 | +55.1% | 266,614 | +37.0% | 0.50% | +29.9% |
| Q3 2021 | $14,386,000 | -2.8% | 194,644 | -4.4% | 0.38% | -5.0% |
| Q2 2021 | $14,807,000 | -17.7% | 203,587 | -26.2% | 0.40% | -16.3% |
| Q1 2021 | $17,999,000 | – | 275,943 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |