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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,461,503 | +10.4% | 69,831 | +1.1% | 2.77% | +4.5% |
| Q4 2022 | $4,040,888 | +14331.7% | 69,075 | +16504.6% | 2.65% | +15505.9% |
| Q2 2022 | $28,000 | -12.5% | 416 | 0.0% | 0.02% | -5.6% |
| Q1 2022 | $32,000 | -61.9% | 416 | -58.6% | 0.02% | -61.7% |
| Q4 2021 | $84,000 | +13.5% | 1,004 | 0.0% | 0.05% | +9.3% |
| Q3 2021 | $74,000 | -7.5% | 1,004 | -8.4% | 0.04% | -10.4% |
| Q2 2021 | $80,000 | +14.3% | 1,096 | 0.0% | 0.05% | +14.3% |
| Q4 2020 | $70,000 | +11.1% | 1,096 | +300.0% | 0.04% | -4.5% |
| Q3 2020 | $63,000 | +12.5% | 274 | 0.0% | 0.04% | -6.4% |
| Q2 2020 | $56,000 | +12.0% | 274 | -10.2% | 0.05% | -6.0% |
| Q1 2020 | $50,000 | -15.3% | 305 | 0.0% | 0.05% | -3.8% |
| Q4 2019 | $59,000 | +7.3% | 305 | 0.0% | 0.05% | -23.5% |
| Q3 2019 | $55,000 | – | 305 | – | 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% |