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 | $47,700,976 | -5.6% | 697,179 | -2.8% | 41.21% | -0.8% |
| Q2 2023 | $50,532,715 | +8.7% | 716,980 | -1.0% | 41.53% | +1.8% |
| Q1 2023 | $46,507,199 | +8.7% | 723,960 | -1.0% | 40.81% | +4.0% |
| Q4 2022 | $42,778,629 | +4.3% | 731,259 | +4.2% | 39.24% | -0.4% |
| Q3 2022 | $41,024,000 | -0.2% | 701,993 | +3.0% | 39.40% | -0.3% |
| Q2 2022 | $41,124,000 | -23.0% | 681,426 | -2.5% | 39.50% | -6.1% |
| Q1 2022 | $53,378,000 | -5.1% | 698,852 | +3.9% | 42.06% | +5.0% |
| Q4 2021 | $56,257,000 | +11.6% | 672,371 | -1.4% | 40.05% | +5.0% |
| Q3 2021 | $50,403,000 | +1.3% | 681,945 | -0.3% | 38.13% | +2.0% |
| Q2 2021 | $49,748,000 | +14.5% | 684,014 | +2.5% | 37.39% | +6.2% |
| Q1 2021 | $43,441,000 | +6.8% | 667,189 | +4.7% | 35.22% | +2.1% |
| Q4 2020 | $40,680,000 | +10.4% | 637,411 | +299.8% | 34.48% | -4.6% |
| Q3 2020 | $36,846,000 | – | 159,452 | – | 36.13% | – |
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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% |