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 | $999,959 | -4.9% | 14,693 | -1.6% | 1.06% | +1.5% |
| Q2 2023 | $1,051,914 | +4.9% | 14,925 | -5.4% | 1.04% | +0.1% |
| Q1 2023 | $1,002,433 | +9.8% | 15,773 | +1.0% | 1.04% | +5.4% |
| Q4 2022 | $913,248 | +0.0% | 15,611 | +3.2% | 0.98% | -3.9% |
| Q2 2022 | $913,000 | -20.6% | 15,131 | +0.5% | 1.02% | -2.0% |
| Q1 2022 | $1,150,000 | -15.6% | 15,056 | -7.6% | 1.05% | -9.1% |
| Q4 2021 | $1,363,000 | – | 16,287 | – | 1.15% | – |
Download | ||||||
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% |