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 | $449,246 | -2.9% | 6,566 | 0.0% | 0.07% | +1.5% |
| Q2 2023 | $462,772 | +10.3% | 6,566 | 0.0% | 0.06% | +3.2% |
| Q1 2023 | $419,502 | +9.2% | 6,566 | 0.0% | 0.06% | -1.6% |
| Q4 2022 | $384,111 | +1.1% | 6,566 | 0.0% | 0.06% | -19.0% |
| Q3 2022 | $380,000 | -4.0% | 6,566 | 0.0% | 0.08% | +3.9% |
| Q2 2022 | $396,000 | -21.1% | 6,566 | 0.0% | 0.08% | -17.4% |
| Q1 2022 | $502,000 | -8.6% | 6,566 | 0.0% | 0.09% | -13.2% |
| Q4 2021 | $549,000 | +61.9% | 6,566 | +43.1% | 0.11% | +49.3% |
| Q3 2021 | $339,000 | +73.8% | 4,589 | +70.8% | 0.07% | +73.2% |
| Q2 2021 | $195,000 | +140.7% | 2,686 | +116.6% | 0.04% | +127.8% |
| Q1 2021 | $81,000 | +2.5% | 1,240 | 0.0% | 0.02% | -10.0% |
| Q4 2020 | $79,000 | +9.7% | 1,240 | +300.0% | 0.02% | -9.1% |
| Q3 2020 | $72,000 | +12.5% | 310 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $64,000 | +25.5% | 310 | 0.0% | 0.02% | +4.8% |
| Q1 2020 | $51,000 | -15.0% | 310 | 0.0% | 0.02% | -30.0% |
| Q4 2019 | $60,000 | – | 310 | – | 0.03% | – |
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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% |