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 | $60,680 | -2.6% | 884 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $62,304 | +960.0% | 884 | +860.9% | 0.01% | +400.0% |
Q1 2023 | $5,878 | +9.2% | 92 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $5,382 | +7.6% | 92 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $5,000 | -16.7% | 92 | 0.0% | 0.00% | -33.3% |
Q2 2022 | $6,000 | -64.7% | 92 | -59.5% | 0.00% | -57.1% |
Q1 2022 | $17,000 | – | 227 | – | 0.01% | – |
Download |
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% |