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 | $857 | -5.4% | 12,520 | -2.7% | 0.09% | -1.1% |
| Q2 2023 | $906 | +1.1% | 12,861 | -8.3% | 0.09% | -20.2% |
| Q1 2023 | $896 | +79.2% | 14,028 | +64.3% | 0.11% | +75.4% |
| Q4 2022 | $500 | -99.9% | 8,540 | -36.4% | 0.06% | -33.0% |
| Q3 2022 | $777,000 | -33.8% | 13,423 | -30.9% | 0.10% | -30.7% |
| Q2 2022 | $1,173,000 | -32.9% | 19,438 | -15.1% | 0.14% | -16.7% |
| Q1 2022 | $1,748,000 | -13.2% | 22,889 | -4.9% | 0.17% | -12.0% |
| Q4 2021 | $2,014,000 | +82.4% | 24,075 | +61.2% | 0.19% | +28.2% |
| Q3 2021 | $1,104,000 | +49.2% | 14,933 | +46.8% | 0.15% | +96.1% |
| Q2 2021 | $740,000 | +8.7% | 10,169 | -2.8% | 0.08% | +8.6% |
| Q1 2021 | $681,000 | +7.6% | 10,457 | +282.1% | 0.07% | -19.5% |
| Q3 2020 | $633,000 | +18.3% | 2,737 | +6.2% | 0.09% | +16.0% |
| Q2 2020 | $535,000 | +56.4% | 2,576 | +24.4% | 0.08% | +33.9% |
| Q1 2020 | $342,000 | -8.1% | 2,070 | +7.9% | 0.06% | +7.7% |
| Q4 2019 | $372,000 | +6.6% | 1,919 | -1.0% | 0.05% | 0.0% |
| Q3 2019 | $349,000 | -0.6% | 1,939 | -1.0% | 0.05% | -1.9% |
| Q2 2019 | $351,000 | -25.0% | 1,959 | -36.9% | 0.05% | -39.8% |
| Q4 2018 | $468,000 | – | 3,104 | – | 0.09% | – |
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% |