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 | $1,859,108 | +1.6% | 27,172 | +4.6% | 0.28% | +3.7% |
| Q2 2023 | $1,830,507 | +10.3% | 25,972 | 0.0% | 0.27% | +5.0% |
| Q1 2023 | $1,659,351 | +2.8% | 25,972 | -5.9% | 0.26% | +0.4% |
| Q4 2022 | $1,614,424 | +54.2% | 27,597 | +52.5% | 0.26% | +38.0% |
| Q3 2022 | $1,047,000 | -4.1% | 18,097 | 0.0% | 0.19% | -1.1% |
| Q2 2022 | $1,092,000 | -21.0% | 18,097 | 0.0% | 0.19% | -12.1% |
| Q1 2022 | $1,382,000 | -8.7% | 18,097 | 0.0% | 0.22% | -8.9% |
| Q4 2021 | $1,514,000 | +13.2% | 18,097 | 0.0% | 0.24% | +3.1% |
| Q3 2021 | $1,338,000 | +1.7% | 18,097 | 0.0% | 0.23% | +1.8% |
| Q2 2021 | $1,316,000 | +89.4% | 18,097 | +69.4% | 0.22% | +73.1% |
| Q1 2021 | $695,000 | +1.9% | 10,680 | 0.0% | 0.13% | -5.8% |
| Q4 2020 | $682,000 | +10.5% | 10,680 | +300.0% | 0.14% | -4.8% |
| Q3 2020 | $617,000 | +11.4% | 2,670 | 0.0% | 0.14% | -5.2% |
| Q2 2020 | $554,000 | +25.6% | 2,670 | 0.0% | 0.15% | +0.7% |
| Q1 2020 | $441,000 | -14.7% | 2,670 | 0.0% | 0.15% | -4.4% |
| Q4 2019 | $517,000 | +7.5% | 2,670 | 0.0% | 0.16% | -1.9% |
| Q3 2019 | $481,000 | +0.4% | 2,670 | 0.0% | 0.16% | -4.1% |
| Q2 2019 | $479,000 | -22.1% | 2,670 | -25.1% | 0.17% | -25.2% |
| Q1 2019 | $615,000 | – | 3,566 | – | 0.23% | – |
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% |