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 | $383,644 | -86.9% | 5,589 | -85.5% | 0.05% | -81.6% |
| Q1 2022 | $2,934,000 | -12.9% | 38,422 | -4.6% | 0.27% | -15.2% |
| Q4 2021 | $3,369,000 | -21.7% | 40,272 | -30.8% | 0.32% | -28.4% |
| Q3 2021 | $4,302,000 | +10.0% | 58,209 | +8.2% | 0.44% | +7.8% |
| Q2 2021 | $3,911,000 | +17.4% | 53,777 | +3.0% | 0.41% | +11.2% |
| Q1 2021 | $3,331,000 | 0.0% | 52,200 | 0.0% | 0.37% | -1.9% |
| Q4 2020 | $3,331,000 | – | 52,200 | – | 0.37% | – |
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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% |