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 | $871,335 | -4.5% | 12,735 | -1.7% | 0.10% | -2.9% |
| Q2 2023 | $912,723 | +11.5% | 12,950 | +1.1% | 0.10% | +9.5% |
| Q1 2023 | $818,774 | +9.3% | 12,815 | +0.0% | 0.10% | +9.2% |
| Q4 2022 | $749,310 | +8.0% | 12,809 | +6.7% | 0.09% | -1.1% |
| Q3 2022 | $694,000 | -10.7% | 12,004 | -6.8% | 0.09% | -6.4% |
| Q2 2022 | $777,000 | -21.0% | 12,880 | +0.0% | 0.09% | -12.1% |
| Q1 2022 | $983,000 | -11.1% | 12,876 | -2.6% | 0.11% | -3.6% |
| Q4 2021 | $1,106,000 | +11.2% | 13,223 | -1.8% | 0.11% | -43.9% |
| Q3 2021 | $995,000 | +8.3% | 13,468 | +6.6% | 0.20% | +8.8% |
| Q2 2021 | $919,000 | +8.9% | 12,632 | -2.6% | 0.18% | +2.8% |
| Q1 2021 | $844,000 | +2.1% | 12,965 | +0.0% | 0.18% | -4.3% |
| Q4 2020 | $827,000 | +6.3% | 12,961 | +284.8% | 0.18% | -5.1% |
| Q3 2020 | $778,000 | +5.4% | 3,368 | -5.3% | 0.20% | -2.0% |
| Q2 2020 | $738,000 | +23.6% | 3,556 | -1.7% | 0.20% | +7.6% |
| Q1 2020 | $597,000 | -19.9% | 3,617 | -6.0% | 0.18% | -3.6% |
| Q4 2019 | $745,000 | +14.6% | 3,846 | +6.6% | 0.19% | +4.9% |
| Q3 2019 | $650,000 | – | 3,608 | – | 0.18% | – |
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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% |