ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,236 filers reported holding ISHARES TR in Q4 2022. 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 | $62,946 | -14.6% | 920 | -12.0% | 0.00% | -20.0% |
| Q2 2023 | $73,722 | +10.3% | 1,046 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $66,829 | +24.2% | 1,046 | +13.7% | 0.01% | +25.0% |
| Q4 2022 | $53,820 | +1.5% | 920 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $53,000 | -5.4% | 920 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $56,000 | -20.0% | 920 | 0.0% | 0.00% | -20.0% |
| Q1 2022 | $70,000 | -9.1% | 920 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $77,000 | +13.2% | 920 | 0.0% | 0.01% | +25.0% |
| Q3 2021 | $68,000 | +1.5% | 920 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $67,000 | +11.7% | 920 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $60,000 | +1.7% | 920 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $59,000 | +11.3% | 920 | +300.0% | 0.00% | 0.0% |
| Q3 2020 | $53,000 | +10.4% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $48,000 | +26.3% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $38,000 | -15.6% | 230 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $45,000 | – | 230 | – | 0.00% | – |
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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% |