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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,070,625 | +23.1% | 15,648 | +26.8% | 0.79% | +22.3% |
| Q2 2023 | $869,782 | -7.9% | 12,341 | -16.5% | 0.64% | +14.4% |
| Q1 2023 | $944,608 | +135.2% | 14,784 | +115.3% | 0.56% | +64.0% |
| Q4 2022 | $401,701 | +29.2% | 6,867 | +69.0% | 0.34% | +73.7% |
| Q1 2022 | $311,000 | -15.9% | 4,064 | -8.1% | 0.20% | -9.6% |
| Q4 2021 | $370,000 | +13.1% | 4,422 | -0.0% | 0.22% | +3.3% |
| Q3 2021 | $327,000 | -37.2% | 4,423 | -38.2% | 0.21% | -25.6% |
| Q2 2021 | $521,000 | +65.4% | 7,159 | +47.8% | 0.28% | +51.6% |
| Q1 2021 | $315,000 | +26.0% | 4,844 | +23.7% | 0.19% | +8.0% |
| Q4 2020 | $250,000 | +19.0% | 3,917 | +330.4% | 0.17% | +8.8% |
| Q3 2020 | $210,000 | -6.2% | 910 | -9.5% | 0.16% | -22.3% |
| Q2 2020 | $224,000 | +6.2% | 1,006 | -7.5% | 0.21% | -1.9% |
| Q4 2019 | $211,000 | +3.9% | 1,088 | -4.1% | 0.21% | -7.9% |
| Q2 2019 | $203,000 | -77.0% | 1,135 | -81.6% | 0.23% | -66.0% |
| Q3 2017 | $883,000 | – | 6,158 | – | 0.67% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |