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 | $5,078,075 | +13.8% | 74,219 | +17.3% | 6.29% | +4.7% |
| Q2 2023 | $4,460,761 | +7.7% | 63,291 | -2.4% | 6.01% | +1.1% |
| Q1 2023 | $4,143,415 | +4.9% | 64,852 | -4.0% | 5.94% | -2.6% |
| Q4 2022 | $3,951,590 | -4.9% | 67,549 | +10.6% | 6.10% | -1.9% |
| Q2 2022 | $4,156,000 | -12.4% | 61,050 | -1.7% | 6.22% | -3.0% |
| Q1 2022 | $4,745,000 | -10.8% | 62,117 | -2.3% | 6.41% | -6.6% |
| Q4 2021 | $5,322,000 | +11.8% | 63,606 | -1.2% | 6.86% | +3.5% |
| Q3 2021 | $4,760,000 | +4.0% | 64,399 | +2.4% | 6.63% | +2.4% |
| Q2 2021 | $4,576,000 | +21.1% | 62,915 | +8.4% | 6.47% | +9.4% |
| Q1 2021 | $3,778,000 | – | 58,028 | – | 5.92% | – |
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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% |