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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $940,062 | +257.1% | 13,338 | +223.7% | 0.01% | +180.0% |
| Q1 2023 | $263,227 | -36.0% | 4,120 | -42.0% | 0.01% | -58.3% |
| Q3 2022 | $411,000 | +5.4% | 7,099 | +9.9% | 0.01% | -14.3% |
| Q2 2022 | $390,000 | +22.6% | 6,457 | +50.3% | 0.01% | +55.6% |
| Q3 2021 | $318,000 | -41.1% | 4,297 | -42.1% | 0.01% | -43.8% |
| Q2 2021 | $540,000 | +12.3% | 7,419 | +256.7% | 0.02% | +60.0% |
| Q3 2020 | $481,000 | -54.1% | 2,080 | -67.3% | 0.01% | -58.3% |
| Q1 2020 | $1,048,000 | +256.5% | 6,352 | +287.1% | 0.02% | +700.0% |
| Q2 2019 | $294,000 | -52.2% | 1,641 | -54.0% | 0.00% | -50.0% |
| Q1 2019 | $615,000 | -91.1% | 3,567 | -92.2% | 0.01% | -96.8% |
| Q4 2017 | $6,949,000 | +422.1% | 45,489 | +367.8% | 0.19% | -26.5% |
| Q2 2017 | $1,331,000 | -43.3% | 9,725 | -49.6% | 0.25% | -67.8% |
| Q4 2016 | $2,349,000 | – | 19,288 | – | 0.78% | – |
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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% |