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 | $2,036,793 | -7.8% | 29,769 | -5.0% | 1.69% | +0.3% |
| Q2 2023 | $2,209,116 | +9.2% | 31,344 | -1.0% | 1.69% | +12.8% |
| Q1 2023 | $2,022,833 | +19.5% | 31,661 | +9.4% | 1.50% | +14.3% |
| Q4 2022 | $1,692,917 | +17.5% | 28,939 | +16.2% | 1.31% | +11.1% |
| Q3 2022 | $1,441,000 | -3.4% | 24,906 | +0.7% | 1.18% | -0.3% |
| Q2 2022 | $1,492,000 | -18.3% | 24,722 | +3.4% | 1.18% | -5.3% |
| Q1 2022 | $1,827,000 | -22.0% | 23,915 | -14.5% | 1.25% | -13.7% |
| Q4 2021 | $2,342,000 | – | 27,985 | – | 1.45% | – |
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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% |