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 | $8,277,507 | -4.0% | 120,588 | -1.4% | 0.92% | -1.5% |
| Q2 2023 | $8,618,435 | +11.2% | 122,282 | +0.8% | 0.94% | +5.7% |
| Q1 2023 | $7,747,301 | +8.8% | 121,260 | -0.4% | 0.89% | -5.1% |
| Q4 2022 | $7,122,435 | +2.2% | 121,751 | +1.0% | 0.94% | -7.1% |
| Q3 2022 | $6,970,000 | -4.6% | 120,492 | -0.5% | 1.01% | +0.5% |
| Q2 2022 | $7,305,000 | -17.1% | 121,038 | +15.0% | 1.00% | +4.7% |
| Q4 2021 | $8,810,000 | +15.6% | 105,296 | +2.1% | 0.96% | -8.4% |
| Q3 2021 | $7,619,000 | +34.6% | 103,087 | +226.4% | 1.04% | -31.3% |
| Q2 2019 | $5,660,000 | +34.9% | 31,580 | +33.7% | 1.52% | +5.0% |
| Q3 2018 | $4,196,000 | -54.0% | 23,623 | -60.4% | 1.45% | -58.0% |
| Q4 2017 | $9,112,000 | +23.0% | 59,645 | +15.5% | 3.45% | +20.0% |
| Q3 2017 | $7,408,000 | +9.1% | 51,657 | +4.1% | 2.88% | +8.4% |
| Q2 2017 | $6,793,000 | +4.7% | 49,638 | +0.7% | 2.65% | -0.1% |
| Q1 2017 | $6,485,000 | +33.8% | 49,312 | +23.9% | 2.66% | +5.6% |
| Q4 2016 | $4,847,000 | +6.2% | 39,798 | +6.1% | 2.52% | -14.3% |
| Q3 2016 | $4,562,000 | +2.6% | 37,500 | -1.7% | 2.93% | -12.7% |
| Q2 2016 | $4,448,000 | +12.5% | 38,158 | +11.9% | 3.36% | -5.4% |
| Q1 2016 | $3,953,000 | – | 34,114 | – | 3.55% | – |
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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% |