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 | $254,949 | +12.5% | 3,726 | +15.9% | 0.03% | +16.0% |
| Q2 2023 | $226,540 | +7.5% | 3,214 | -2.5% | 0.02% | 0.0% |
| Q1 2023 | $210,736 | +9.3% | 3,298 | +0.0% | 0.02% | +4.2% |
| Q4 2022 | $192,891 | +1.0% | 3,297 | +0.0% | 0.02% | -7.7% |
| Q3 2022 | $191,000 | -72.9% | 3,296 | -64.3% | 0.03% | -68.7% |
| Q1 2022 | $705,000 | -11.1% | 9,231 | -2.6% | 0.08% | -6.7% |
| Q4 2021 | $793,000 | +1.9% | 9,478 | -9.9% | 0.09% | -7.3% |
| Q3 2021 | $778,000 | -3.4% | 10,521 | -5.0% | 0.10% | -2.0% |
| Q2 2021 | $805,000 | +9.7% | 11,073 | -1.8% | 0.10% | +2.1% |
| Q1 2021 | $734,000 | -6.3% | 11,271 | -8.1% | 0.10% | -11.9% |
| Q4 2020 | $783,000 | +12.0% | 12,270 | +305.6% | 0.11% | -0.9% |
| Q3 2020 | $699,000 | +147.0% | 3,025 | +121.8% | 0.11% | +129.2% |
| Q2 2020 | $283,000 | +35.4% | 1,364 | +7.9% | 0.05% | +9.1% |
| Q1 2020 | $209,000 | -19.6% | 1,264 | -5.9% | 0.04% | +2.3% |
| Q4 2019 | $260,000 | -9.1% | 1,343 | -15.6% | 0.04% | -15.7% |
| Q3 2019 | $286,000 | +0.4% | 1,592 | +0.1% | 0.05% | -1.9% |
| Q2 2019 | $285,000 | +7.1% | 1,591 | +3.1% | 0.05% | +4.0% |
| Q1 2019 | $266,000 | +10.8% | 1,543 | +14.0% | 0.05% | +11.1% |
| Q3 2018 | $240,000 | -6.6% | 1,353 | -14.5% | 0.04% | -11.8% |
| Q2 2018 | $257,000 | +19.5% | 1,582 | +13.9% | 0.05% | +15.9% |
| Q1 2018 | $215,000 | – | 1,389 | – | 0.04% | – |
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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% |