ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $527,841 | +14.8% | 7,715 | +18.2% | 0.10% | +25.9% |
| Q2 2023 | $459,960 | +4.9% | 6,526 | -4.9% | 0.08% | -6.9% |
| Q1 2023 | $438,483 | +0.4% | 6,863 | -8.1% | 0.09% | -6.5% |
| Q4 2022 | $436,761 | -49.3% | 7,466 | -49.9% | 0.09% | -44.6% |
| Q3 2022 | $862,000 | +59.6% | 14,894 | +66.6% | 0.17% | +211.1% |
| Q2 2022 | $540,000 | -19.4% | 8,942 | +1.9% | 0.05% | -6.9% |
| Q1 2022 | $670,000 | -17.0% | 8,774 | -9.0% | 0.06% | -10.8% |
| Q4 2021 | $807,000 | +54.0% | 9,640 | +36.1% | 0.06% | +41.3% |
| Q3 2021 | $524,000 | -99.6% | 7,083 | +852.0% | 0.05% | +48.4% |
| Q2 2019 | $133,354,000 | +74818.0% | 744 | -35.4% | 0.03% | -54.4% |
| Q1 2018 | $178,000 | – | 1,151 | – | 0.07% | – |
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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% |