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 | $27,769,055 | +60.9% | 405,033 | +65.4% | 0.39% | +65.5% |
| Q2 2023 | $17,255,343 | +3.6% | 244,826 | -6.1% | 0.24% | -4.5% |
| Q1 2023 | $16,656,260 | +36.0% | 260,703 | +24.6% | 0.25% | +25.5% |
| Q4 2022 | $12,244,185 | +17.5% | 209,302 | +16.2% | 0.20% | +8.9% |
| Q3 2022 | $10,419,807 | +2.7% | 180,121 | +7.1% | 0.18% | -5.3% |
| Q2 2022 | $10,147,000 | -44.3% | 168,142 | -29.4% | 0.19% | -37.3% |
| Q1 2022 | $18,204,000 | – | 238,314 | – | 0.30% | – |
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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% |