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 | $37,826,618 | -4.0% | 552,859 | -1.1% | 13.32% | -17.6% |
| Q2 2023 | $39,392,476 | +12.1% | 558,917 | +1.6% | 16.17% | +5.7% |
| Q1 2023 | $35,153,466 | +14.9% | 550,219 | +5.3% | 15.30% | +12.2% |
| Q4 2022 | $30,581,862 | +13.4% | 522,767 | +12.2% | 13.64% | -7.0% |
| Q3 2022 | $26,965,000 | +7.8% | 466,125 | +12.4% | 14.66% | +5.8% |
| Q2 2022 | $25,019,000 | +26.7% | 414,562 | +60.3% | 13.86% | +31.2% |
| Q1 2022 | $19,751,000 | +211.4% | 258,584 | +241.1% | 10.56% | +180.6% |
| Q4 2021 | $6,343,000 | – | 75,807 | – | 3.76% | – |
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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% |