ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $479,367 | -3.5% | 7,006 | -0.0% | 0.15% | -1.3% |
| Q2 2023 | $496,674 | +9.5% | 7,007 | +0.2% | 0.15% | +14.3% |
| Q1 2023 | $453,603 | +15.7% | 6,996 | +4.4% | 0.13% | +7.3% |
| Q4 2022 | $392,126 | +34.8% | 6,703 | +33.2% | 0.12% | +22.8% |
| Q3 2022 | $291,000 | +102.1% | 5,033 | +110.8% | 0.10% | +106.1% |
| Q2 2022 | $144,000 | +30.9% | 2,388 | +66.2% | 0.05% | +40.0% |
| Q1 2022 | $110,000 | – | 1,437 | – | 0.04% | – |
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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% |