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 | $462,858 | -17.5% | 6,743 | -15.3% | 0.06% | -3.3% |
| Q2 2023 | $561,303 | +14.2% | 7,964 | +3.5% | 0.06% | +5.3% |
| Q1 2023 | $491,506 | +22.3% | 7,693 | +12.0% | 0.06% | +35.7% |
| Q4 2022 | $401,895 | -0.0% | 6,870 | -1.2% | 0.04% | -8.7% |
| Q3 2022 | $402,000 | +10.7% | 6,954 | +15.6% | 0.05% | +21.1% |
| Q2 2022 | $363,000 | -21.1% | 6,016 | 0.0% | 0.04% | -15.6% |
| Q1 2022 | $460,000 | -8.5% | 6,016 | 0.0% | 0.04% | -4.3% |
| Q4 2021 | $503,000 | +14.8% | 6,016 | +1.4% | 0.05% | 0.0% |
| Q3 2021 | $438,000 | -14.5% | 5,932 | -15.8% | 0.05% | -13.0% |
| Q2 2021 | $512,000 | -1.7% | 7,044 | -11.9% | 0.05% | -11.5% |
| Q1 2021 | $521,000 | -0.8% | 7,995 | -2.8% | 0.06% | -11.6% |
| Q4 2020 | $525,000 | +8.2% | 8,222 | +291.9% | 0.07% | -28.9% |
| Q3 2020 | $485,000 | +11.5% | 2,098 | 0.0% | 0.10% | +5.4% |
| Q2 2020 | $435,000 | +25.7% | 2,098 | 0.0% | 0.09% | +19.5% |
| Q1 2020 | $346,000 | -2.3% | 2,098 | +14.8% | 0.08% | +26.2% |
| Q4 2019 | $354,000 | +7.6% | 1,828 | 0.0% | 0.06% | -3.2% |
| Q3 2019 | $329,000 | -3.8% | 1,828 | -4.2% | 0.06% | -1.6% |
| Q2 2019 | $342,000 | +23.5% | 1,908 | +18.7% | 0.06% | +12.3% |
| Q1 2019 | $277,000 | – | 1,607 | – | 0.06% | – |
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% |