ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,309 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,292,070 | -2.9% | 33,500 | 0.0% | 0.43% | -0.7% |
| Q2 2023 | $2,361,080 | +10.3% | 33,500 | 0.0% | 0.44% | +1.2% |
| Q1 2023 | $2,140,315 | +9.2% | 33,500 | 0.0% | 0.43% | +3.1% |
| Q4 2022 | $1,959,750 | -8.3% | 33,500 | 0.0% | 0.42% | -31.4% |
| Q3 2022 | $2,138,000 | +5.7% | 33,500 | 0.0% | 0.61% | +39.1% |
| Q2 2022 | $2,022,000 | -21.0% | 33,500 | 0.0% | 0.44% | -20.3% |
| Q1 2022 | $2,559,000 | -8.7% | 33,500 | 0.0% | 0.55% | -7.4% |
| Q4 2021 | $2,803,000 | +13.2% | 33,500 | 0.0% | 0.59% | -9.3% |
| Q3 2021 | $2,476,000 | +1.6% | 33,500 | 0.0% | 0.65% | +8.3% |
| Q2 2021 | $2,436,000 | +11.7% | 33,500 | 0.0% | 0.60% | +12.1% |
| Q1 2021 | $2,181,000 | – | 33,500 | – | 0.54% | – |
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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% |