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 | $3,373,517 | -3.2% | 49,306 | -0.2% | 0.29% | +2.1% |
| Q2 2023 | $3,483,544 | +7.0% | 49,426 | -3.0% | 0.29% | -2.7% |
| Q1 2023 | $3,255,067 | +12.2% | 50,948 | +2.8% | 0.30% | +4.6% |
| Q4 2022 | $2,900,196 | +26.3% | 49,576 | +24.9% | 0.28% | +17.9% |
| Q3 2022 | $2,296,000 | -12.4% | 39,698 | -8.6% | 0.24% | -9.8% |
| Q2 2022 | $2,621,000 | -24.2% | 43,435 | -4.0% | 0.27% | -11.9% |
| Q1 2022 | $3,457,000 | +4.3% | 45,258 | +14.2% | 0.30% | +8.6% |
| Q4 2021 | $3,315,000 | +13.2% | 39,619 | 0.0% | 0.28% | +2.6% |
| Q3 2021 | $2,928,000 | +1.6% | 39,619 | 0.0% | 0.27% | -1.1% |
| Q2 2021 | $2,881,000 | -1.9% | 39,619 | -12.2% | 0.27% | -6.5% |
| Q1 2021 | $2,938,000 | -0.6% | 45,124 | -2.5% | 0.29% | -14.6% |
| Q4 2020 | $2,955,000 | +9.9% | 46,292 | +298.0% | 0.34% | -4.2% |
| Q3 2020 | $2,688,000 | +10.4% | 11,631 | -0.9% | 0.36% | +5.0% |
| Q2 2020 | $2,435,000 | +1.8% | 11,734 | -19.0% | 0.34% | -15.6% |
| Q1 2020 | $2,392,000 | +838.0% | 14,490 | +549.5% | 0.40% | +521.5% |
| Q1 2015 | $255,000 | +2.4% | 2,231 | 0.0% | 0.06% | +1.6% |
| Q4 2014 | $249,000 | +4.6% | 2,231 | 0.0% | 0.06% | 0.0% |
| Q3 2014 | $238,000 | – | 2,231 | – | 0.06% | – |
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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% |