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 | $391,897 | -2.9% | 5,728 | 0.0% | 0.22% | +3.2% |
| Q2 2023 | $403,696 | +7.9% | 5,728 | -2.1% | 0.22% | -3.5% |
| Q1 2023 | $373,967 | +3.2% | 5,853 | -5.5% | 0.23% | -1.3% |
| Q4 2022 | $362,411 | +32.3% | 6,195 | +31.0% | 0.23% | +13.9% |
| Q3 2022 | $274,000 | -11.3% | 4,728 | -7.6% | 0.20% | -7.8% |
| Q2 2022 | $309,000 | -16.9% | 5,118 | +5.0% | 0.22% | -3.5% |
| Q1 2022 | $372,000 | -31.2% | 4,876 | -24.5% | 0.23% | -30.5% |
| Q4 2021 | $541,000 | -22.8% | 6,461 | -31.9% | 0.32% | -28.7% |
| Q3 2021 | $701,000 | -3.4% | 9,484 | -4.9% | 0.46% | -3.2% |
| Q2 2021 | $726,000 | +49.7% | 9,976 | +33.9% | 0.47% | +44.9% |
| Q1 2021 | $485,000 | +21.6% | 7,453 | +19.4% | 0.32% | +8.3% |
| Q4 2020 | $399,000 | +27.5% | 6,244 | +361.5% | 0.30% | +7.5% |
| Q3 2020 | $313,000 | -5.7% | 1,353 | -15.6% | 0.28% | -19.8% |
| Q2 2020 | $332,000 | +1.2% | 1,604 | -19.5% | 0.35% | -20.7% |
| Q1 2020 | $328,000 | -23.9% | 1,992 | -10.6% | 0.44% | +21.3% |
| Q4 2019 | $431,000 | – | 2,227 | – | 0.36% | – |
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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% |