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 | $22,744,762 | -1.8% | 332,429 | +1.2% | 13.03% | +4.3% |
| Q2 2023 | $23,153,871 | +10.2% | 328,517 | -0.1% | 12.50% | +0.2% |
| Q1 2023 | $21,004,053 | +6.2% | 328,753 | -2.8% | 12.48% | +2.1% |
| Q4 2022 | $19,785,075 | +0.5% | 338,206 | -0.7% | 12.23% | -15.0% |
| Q3 2022 | $19,694,000 | -2.0% | 340,451 | +2.2% | 14.39% | -6.2% |
| Q2 2022 | $20,098,000 | -14.1% | 333,025 | +8.7% | 15.34% | -2.7% |
| Q1 2022 | $23,410,000 | +65.9% | 306,495 | +81.7% | 15.77% | +65.0% |
| Q4 2021 | $14,113,000 | – | 168,671 | – | 9.56% | – |
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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% |