ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $562,274 | +22.0% | 7,487 | +11.1% | 0.01% | +7.7% |
| Q3 2023 | $461,014 | -11.8% | 6,738 | -17.6% | 0.01% | -13.3% |
| Q1 2023 | $522,768 | +110421.8% | 8,182 | +1.1% | 0.02% | +7.1% |
| Q4 2022 | $473 | -99.9% | 8,093 | -28.0% | 0.01% | -36.4% |
| Q3 2022 | $650,000 | -3.4% | 11,239 | +0.8% | 0.02% | 0.0% |
| Q2 2022 | $673,000 | -30.3% | 11,150 | -11.8% | 0.02% | -26.7% |
| Q1 2022 | $966,000 | +4.3% | 12,642 | +14.3% | 0.03% | +7.1% |
| Q4 2021 | $926,000 | +21.4% | 11,062 | +7.1% | 0.03% | +7.7% |
| Q3 2021 | $763,000 | +6.6% | 10,326 | +4.9% | 0.03% | +4.0% |
| Q2 2021 | $716,000 | +9.6% | 9,848 | -1.8% | 0.02% | 0.0% |
| Q1 2021 | $653,000 | -5.8% | 10,027 | -7.6% | 0.02% | -13.8% |
| Q4 2020 | $693,000 | +11.2% | 10,853 | +302.7% | 0.03% | -3.3% |
| Q3 2020 | $623,000 | +15.4% | 2,695 | +3.5% | 0.03% | +7.1% |
| Q2 2020 | $540,000 | +23.3% | 2,604 | -1.8% | 0.03% | 0.0% |
| Q1 2020 | $438,000 | -14.6% | 2,652 | +0.1% | 0.03% | +12.0% |
| Q4 2019 | $513,000 | +11.5% | 2,649 | +3.6% | 0.02% | +4.2% |
| Q3 2019 | $460,000 | -3.0% | 2,557 | -3.2% | 0.02% | -7.7% |
| Q2 2019 | $474,000 | +12.3% | 2,642 | +8.0% | 0.03% | +4.0% |
| Q1 2019 | $422,000 | +25.2% | 2,447 | +9.4% | 0.02% | +13.6% |
| Q4 2018 | $337,000 | +26.2% | 2,237 | +48.2% | 0.02% | +37.5% |
| Q3 2018 | $267,000 | 0.0% | 1,509 | -7.9% | 0.02% | -5.9% |
| Q2 2018 | $267,000 | +14.1% | 1,639 | +8.6% | 0.02% | +13.3% |
| Q1 2018 | $234,000 | -6.4% | 1,509 | -7.7% | 0.02% | -6.2% |
| Q4 2017 | $250,000 | +7.3% | 1,635 | +0.6% | 0.02% | 0.0% |
| Q3 2017 | $233,000 | +5.0% | 1,625 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $222,000 | – | 1,625 | – | 0.02% | – |
Download | ||||||
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% |