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 | $10,341,780 | -3.3% | 151,151 | -0.4% | 7.92% | +0.8% |
| Q2 2023 | $10,694,305 | +14.3% | 151,735 | +3.6% | 7.86% | +7.2% |
| Q1 2023 | $9,359,416 | +25.0% | 146,493 | +14.5% | 7.33% | +10.3% |
| Q4 2022 | $7,486,961 | +119423.6% | 127,982 | +18.2% | 6.65% | +9.2% |
| Q3 2022 | $6,264 | -99.9% | 108,283 | +6.4% | 6.09% | +7.7% |
| Q2 2022 | $6,143,000 | -12.7% | 101,788 | +10.5% | 5.65% | -2.3% |
| Q1 2022 | $7,039,000 | -2.3% | 92,156 | +7.0% | 5.79% | +0.2% |
| Q4 2021 | $7,206,000 | +16.1% | 86,124 | +2.6% | 5.78% | +4.7% |
| Q3 2021 | $6,205,000 | +1.3% | 83,949 | -0.3% | 5.52% | +4.1% |
| Q2 2021 | $6,124,000 | -3.4% | 84,208 | -13.5% | 5.30% | +1885.4% |
| Q1 2021 | $6,340,000 | +15.3% | 97,369 | +13.0% | 0.27% | -95.1% |
| Q4 2020 | $5,498,000 | – | 86,153 | – | 5.45% | – |
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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% |