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 | $582,254 | -3.7% | 8,510 | -0.8% | 0.19% | +0.5% |
| Q2 2023 | $604,718 | +10.3% | 8,580 | 0.0% | 0.19% | -3.5% |
| Q1 2023 | $548,176 | +9.2% | 8,580 | 0.0% | 0.20% | -0.5% |
| Q4 2022 | $501,930 | +66.8% | 8,580 | +65.1% | 0.20% | +62.1% |
| Q3 2022 | $301,000 | -4.1% | 5,196 | 0.0% | 0.12% | -0.8% |
| Q2 2022 | $314,000 | -20.9% | 5,196 | 0.0% | 0.12% | -6.7% |
| Q1 2022 | $397,000 | -3.2% | 5,196 | +6.1% | 0.13% | -0.7% |
| Q4 2021 | $410,000 | +13.3% | 4,896 | 0.0% | 0.14% | +3.1% |
| Q3 2021 | $362,000 | +1.7% | 4,896 | 0.0% | 0.13% | -14.9% |
| Q2 2021 | $356,000 | +11.6% | 4,896 | 0.0% | 0.15% | +9.2% |
| Q1 2021 | $319,000 | +2.2% | 4,896 | 0.0% | 0.14% | -7.2% |
| Q4 2020 | $312,000 | +10.2% | 4,896 | +300.0% | 0.15% | -9.0% |
| Q3 2020 | $283,000 | +11.4% | 1,224 | 0.0% | 0.17% | -8.2% |
| Q2 2020 | $254,000 | +25.7% | 1,224 | 0.0% | 0.18% | +36.8% |
| Q1 2020 | $202,000 | -14.8% | 1,224 | 0.0% | 0.13% | -2.2% |
| Q4 2019 | $237,000 | – | 1,224 | – | 0.14% | – |
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% |