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 | $458,453 | -3.4% | 6,701 | -0.5% | 0.06% | 0.0% |
| Q2 2023 | $474,723 | +10.3% | 6,736 | 0.0% | 0.06% | +1.6% |
| Q1 2023 | $430,336 | +7.2% | 6,736 | -1.8% | 0.06% | +5.1% |
| Q4 2022 | $401,344 | +0.8% | 6,861 | -0.2% | 0.06% | -3.3% |
| Q3 2022 | $398,000 | -6.6% | 6,876 | -2.6% | 0.06% | +10.9% |
| Q2 2022 | $426,000 | -21.8% | 7,062 | -1.1% | 0.06% | -5.2% |
| Q1 2022 | $545,000 | -7.8% | 7,137 | +1.1% | 0.06% | 0.0% |
| Q4 2021 | $591,000 | +13.9% | 7,061 | +0.5% | 0.06% | +3.6% |
| Q3 2021 | $519,000 | +11.1% | 7,026 | +9.5% | 0.06% | +9.8% |
| Q2 2021 | $467,000 | -48.8% | 6,416 | -52.6% | 0.05% | +4.1% |
| Q1 2021 | $912,000 | +149.9% | 13,542 | +136.5% | 0.05% | +14.0% |
| Q4 2020 | $365,000 | +34.2% | 5,726 | +21.7% | 0.04% | +19.4% |
| Q3 2020 | $272,000 | +7.9% | 4,704 | +286.8% | 0.04% | 0.0% |
| Q2 2020 | $252,000 | – | 1,216 | – | 0.04% | – |
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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% |