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 | $8,996,389 | +36.4% | 131,488 | +40.5% | 8.71% | +38.1% |
| Q2 2023 | $6,594,370 | +1.7% | 93,564 | -7.8% | 6.31% | -8.1% |
| Q1 2023 | $6,484,698 | +22.9% | 101,498 | +12.5% | 6.87% | +13.0% |
| Q4 2022 | $5,276,048 | +52.4% | 90,189 | +50.6% | 6.08% | +43.7% |
| Q3 2022 | $3,463,000 | -3.5% | 59,869 | +0.7% | 4.23% | +1.4% |
| Q2 2022 | $3,588,000 | -14.9% | 59,449 | +7.7% | 4.17% | -0.3% |
| Q1 2022 | $4,218,000 | -22.2% | 55,218 | -14.7% | 4.18% | -24.3% |
| Q4 2021 | $5,419,000 | – | 64,764 | – | 5.52% | – |
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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% |