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 | $251,238 | -2.9% | 3,672 | 0.0% | 0.14% | -0.7% |
| Q2 2023 | $258,803 | +10.3% | 3,672 | 0.0% | 0.14% | -3.4% |
| Q1 2023 | $234,604 | +109018.1% | 3,672 | 0.0% | 0.15% | +7.4% |
| Q4 2022 | $215 | -99.9% | 3,672 | 0.0% | 0.14% | -8.1% |
| Q3 2022 | $212,000 | -4.5% | 3,672 | 0.0% | 0.15% | +9.6% |
| Q2 2022 | $222,000 | -20.7% | 3,672 | 0.0% | 0.14% | -19.2% |
| Q1 2022 | $280,000 | -8.8% | 3,672 | 0.0% | 0.17% | -5.6% |
| Q4 2021 | $307,000 | +13.3% | 3,672 | 0.0% | 0.18% | +2.3% |
| Q3 2021 | $271,000 | +1.5% | 3,672 | 0.0% | 0.17% | 0.0% |
| Q2 2021 | $267,000 | +11.7% | 3,672 | 0.0% | 0.17% | +4.2% |
| Q1 2021 | $239,000 | -31.9% | 3,672 | -33.2% | 0.17% | -38.1% |
| Q4 2020 | $351,000 | +10.4% | 5,500 | +300.0% | 0.27% | -9.8% |
| Q3 2020 | $318,000 | +2.3% | 1,375 | -8.3% | 0.30% | -4.2% |
| Q2 2020 | $311,000 | +25.4% | 1,500 | 0.0% | 0.31% | +9.9% |
| Q1 2020 | $248,000 | -53.9% | 1,500 | -46.0% | 0.28% | -38.4% |
| Q4 2019 | $538,000 | – | 2,780 | – | 0.46% | – |
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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% |