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 | $768,743 | -0.3% | 11,015 | +0.7% | 0.40% | +4.2% |
| Q2 2023 | $770,675 | +10.1% | 10,935 | -0.2% | 0.38% | +5.8% |
| Q1 2023 | $699,731 | +9.3% | 10,952 | +0.0% | 0.36% | +2.5% |
| Q4 2022 | $640,409 | -0.9% | 10,947 | -1.9% | 0.35% | -26.1% |
| Q3 2022 | $646,000 | -4.2% | 11,161 | 0.0% | 0.48% | +8.9% |
| Q2 2022 | $674,000 | -20.9% | 11,161 | +0.0% | 0.44% | -2.0% |
| Q1 2022 | $852,000 | -8.7% | 11,158 | +0.0% | 0.45% | -9.1% |
| Q4 2021 | $933,000 | +8.0% | 11,156 | -4.5% | 0.49% | -4.8% |
| Q3 2021 | $864,000 | -7.3% | 11,686 | -8.8% | 0.52% | -14.1% |
| Q2 2021 | $932,000 | -9.0% | 12,814 | -18.5% | 0.60% | -16.5% |
| Q1 2021 | $1,024,000 | -27.0% | 15,732 | -28.4% | 0.72% | -29.0% |
| Q4 2020 | $1,403,000 | -13.4% | 21,976 | +213.5% | 1.02% | -20.5% |
| Q3 2020 | $1,620,000 | -2.0% | 7,009 | -12.0% | 1.28% | -8.4% |
| Q2 2020 | $1,653,000 | +18.1% | 7,968 | -6.1% | 1.40% | -5.6% |
| Q1 2020 | $1,400,000 | -22.0% | 8,482 | -8.5% | 1.48% | -4.6% |
| Q4 2019 | $1,795,000 | -9.9% | 9,271 | -16.2% | 1.55% | -17.6% |
| Q3 2019 | $1,992,000 | -2.3% | 11,066 | -0.8% | 1.88% | +0.9% |
| Q2 2019 | $2,038,000 | -5.7% | 11,150 | -11.1% | 1.87% | -0.5% |
| Q1 2019 | $2,162,000 | +16.0% | 12,545 | +1.4% | 1.88% | +7.0% |
| Q4 2018 | $1,864,000 | -11.7% | 12,374 | +3.9% | 1.76% | +6.2% |
| Q3 2018 | $2,110,000 | +7.4% | 11,910 | -1.4% | 1.65% | +3.5% |
| Q2 2018 | $1,964,000 | +5.6% | 12,079 | +0.8% | 1.60% | +2.6% |
| Q1 2018 | $1,859,000 | +5.9% | 11,988 | +4.3% | 1.56% | +3.5% |
| Q4 2017 | $1,756,000 | – | 11,492 | – | 1.50% | – |
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% |