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 | $7,001,247 | +2.7% | 102,327 | +5.8% | 5.75% | +7.7% |
| Q2 2023 | $6,817,635 | +3.6% | 96,731 | -6.0% | 5.34% | -1.7% |
| Q1 2023 | $6,578,143 | -0.7% | 102,960 | -9.1% | 5.43% | -1.6% |
| Q4 2022 | $6,623,296 | +1.0% | 113,219 | -0.2% | 5.52% | -9.6% |
| Q3 2022 | $6,560,000 | -4.8% | 113,406 | -0.7% | 6.10% | +2.4% |
| Q2 2022 | $6,894,000 | -21.0% | 114,250 | -0.1% | 5.96% | -9.7% |
| Q1 2022 | $8,732,000 | -7.5% | 114,321 | +1.3% | 6.60% | -6.2% |
| Q4 2021 | $9,441,000 | – | 112,830 | – | 7.04% | – |
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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% |