ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $738,458 | -7.4% | 10,793 | -4.6% | 0.06% | -1.7% |
| Q2 2023 | $797,059 | +13.0% | 11,309 | +2.4% | 0.06% | +9.1% |
| Q1 2023 | $705,346 | +10.1% | 11,040 | +0.8% | 0.06% | +1.9% |
| Q4 2022 | $640,634 | +0.9% | 10,951 | -0.3% | 0.05% | -8.5% |
| Q3 2022 | $635,000 | -5.2% | 10,979 | -1.1% | 0.06% | 0.0% |
| Q2 2022 | $670,000 | -35.8% | 11,099 | -18.7% | 0.06% | -28.0% |
| Q1 2022 | $1,043,000 | -10.7% | 13,659 | -2.2% | 0.08% | -5.7% |
| Q4 2021 | $1,168,000 | +10.0% | 13,963 | -2.9% | 0.09% | 0.0% |
| Q3 2021 | $1,062,000 | -7.2% | 14,375 | -8.7% | 0.09% | -8.4% |
| Q2 2021 | $1,145,000 | +18.9% | 15,742 | +6.4% | 0.10% | +15.9% |
| Q1 2021 | $963,000 | -0.1% | 14,795 | -2.1% | 0.08% | -34.9% |
| Q4 2020 | $964,000 | +703.3% | 15,116 | +2330.2% | 0.13% | +350.0% |
| Q4 2019 | $120,000 | +361.5% | 622 | +277.0% | 0.03% | +250.0% |
| Q1 2018 | $26,000 | – | 165 | – | 0.01% | – |
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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% |