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 | $672,842 | -4.9% | 9,834 | -2.0% | 0.20% | 0.0% |
| Q2 2023 | $707,196 | +10.3% | 10,034 | 0.0% | 0.20% | +5.2% |
| Q1 2023 | $641,072 | +80538.0% | 10,034 | -26.2% | 0.19% | -19.7% |
| Q4 2022 | $795 | -99.9% | 13,594 | -28.9% | 0.24% | -30.9% |
| Q3 2022 | $1,106,000 | -7.1% | 19,117 | -3.0% | 0.35% | +0.6% |
| Q2 2022 | $1,190,000 | -50.2% | 19,717 | -36.9% | 0.34% | -40.8% |
| Q1 2022 | $2,389,000 | -13.8% | 31,272 | -5.6% | 0.58% | -13.7% |
| Q4 2021 | $2,771,000 | +23.9% | 33,121 | +7.8% | 0.67% | +12.5% |
| Q3 2021 | $2,236,000 | 0.0% | 30,738 | 0.0% | 0.60% | 0.0% |
| Q2 2021 | $2,236,000 | – | 30,738 | – | 0.60% | – |
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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% |