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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $78,156 | +1.5% | 1,336 | – | 0.03% | -3.3% |
| Q3 2022 | $77,000 | -4.9% | 0 | -100.0% | 0.03% | +11.1% |
| Q2 2022 | $81,000 | -20.6% | 1,336 | 0.0% | 0.03% | -12.9% |
| Q1 2022 | $102,000 | -7.3% | 1,336 | -10.4% | 0.03% | -8.8% |
| Q3 2021 | $110,000 | +1.9% | 1,491 | 0.0% | 0.03% | +6.2% |
| Q2 2021 | $108,000 | 0.0% | 1,491 | -12.3% | 0.03% | -11.1% |
| Q4 2020 | $108,000 | +10.2% | 1,700 | +300.0% | 0.04% | -2.7% |
| Q3 2020 | $98,000 | +11.4% | 425 | 0.0% | 0.04% | +5.7% |
| Q2 2020 | $88,000 | +25.7% | 425 | 0.0% | 0.04% | +16.7% |
| Q1 2020 | $70,000 | -14.6% | 425 | 0.0% | 0.03% | +15.4% |
| Q4 2019 | $82,000 | +1266.7% | 425 | +750.0% | 0.03% | +1200.0% |
| Q4 2016 | $6,000 | – | 50 | – | 0.00% | – |
Download | ||||||
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% |