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 | $5,791,903 | -81.1% | 84,397 | -80.6% | 1.15% | -80.6% |
| Q2 2023 | $30,642,172 | +18.0% | 434,764 | +7.0% | 5.93% | +9.6% |
| Q1 2023 | $25,965,012 | +1239.0% | 406,402 | +1126.1% | 5.41% | +1115.5% |
| Q4 2022 | $1,939,100 | -91.4% | 33,147 | -91.5% | 0.44% | -91.7% |
| Q3 2022 | $22,460,000 | -13.1% | 388,250 | +3.6% | 5.33% | -1.8% |
| Q2 2022 | $25,856,000 | +695.3% | 374,882 | +780.7% | 5.43% | +704.4% |
| Q1 2022 | $3,251,000 | -7.9% | 42,565 | -8.5% | 0.68% | -8.5% |
| Q4 2021 | $3,529,000 | -86.3% | 46,510 | -86.6% | 0.74% | -87.3% |
| Q3 2021 | $25,700,000 | +7.7% | 347,721 | +6.0% | 5.82% | +6.6% |
| Q2 2021 | $23,859,000 | -27.7% | 328,043 | -33.7% | 5.46% | -31.3% |
| Q1 2021 | $32,987,000 | +1165.8% | 494,858 | +1177.1% | 7.94% | +1103.8% |
| Q4 2020 | $2,606,000 | -87.7% | 38,749 | -57.7% | 0.66% | -90.9% |
| Q3 2020 | $21,175,000 | +2.7% | 91,637 | +1.6% | 7.25% | +0.5% |
| Q2 2020 | $20,625,000 | +48.4% | 90,163 | +7.1% | 7.21% | +11.8% |
| Q1 2020 | $13,896,000 | -12.3% | 84,191 | +2.9% | 6.45% | +4.4% |
| Q4 2019 | $15,845,000 | +5061.2% | 81,827 | +4699.2% | 6.18% | +4582.6% |
| Q3 2019 | $307,000 | -98.7% | 1,705 | -98.7% | 0.13% | -98.7% |
| Q2 2019 | $22,971,000 | +10.3% | 131,282 | +8.6% | 10.13% | +6.9% |
| Q1 2019 | $20,829,000 | +5544.7% | 120,844 | +5211.8% | 9.48% | +5611.4% |
| Q4 2018 | $369,000 | – | 2,275 | – | 0.17% | – |
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% |