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 | $1,372,361 | -2.3% | 20,058 | +0.6% | 0.14% | +0.7% |
| Q2 2023 | $1,404,929 | +880.2% | 19,934 | +34.9% | 0.14% | +1687.5% |
| Q1 2023 | $143,338 | -88.8% | 14,773 | -32.3% | 0.01% | -86.0% |
| Q4 2022 | $1,277,015 | -52.8% | 21,829 | -53.3% | 0.06% | -64.4% |
| Q3 2022 | $2,704,000 | -5.5% | 46,740 | -0.7% | 0.16% | -37.0% |
| Q2 2022 | $2,862,000 | -26.7% | 47,068 | -7.9% | 0.25% | +15.5% |
| Q1 2022 | $3,903,000 | -13.5% | 51,099 | -5.2% | 0.22% | -42.4% |
| Q4 2021 | $4,512,000 | +26.8% | 53,924 | -1.3% | 0.38% | +34.5% |
| Q1 2021 | $3,557,000 | +219.3% | 54,636 | +213.1% | 0.28% | +175.7% |
| Q4 2020 | $1,114,000 | – | 17,451 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |