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 | $2,531,540 | -2.9% | 37,000 | 0.0% | 1.76% | +3.2% |
| Q2 2023 | $2,607,760 | +10.3% | 37,000 | 0.0% | 1.71% | +3.4% |
| Q1 2023 | $2,363,930 | +9.2% | 37,000 | 0.0% | 1.65% | +4.8% |
| Q4 2022 | $2,164,500 | +1.1% | 37,000 | 0.0% | 1.58% | -8.2% |
| Q3 2022 | $2,140,000 | -4.2% | 37,000 | 0.0% | 1.72% | +1.8% |
| Q2 2022 | $2,233,000 | -21.0% | 37,000 | 0.0% | 1.69% | -4.9% |
| Q1 2022 | $2,826,000 | -16.0% | 37,000 | -8.0% | 1.77% | -11.5% |
| Q4 2021 | $3,364,000 | +13.2% | 40,200 | 0.0% | 2.00% | +3.4% |
| Q3 2021 | $2,971,000 | +1.6% | 40,200 | 0.0% | 1.94% | -3.2% |
| Q2 2021 | $2,924,000 | +11.7% | 40,200 | 0.0% | 2.00% | +39.8% |
| Q1 2021 | $2,617,000 | +0.3% | 40,200 | -1.6% | 1.43% | -5.8% |
| Q4 2020 | $2,608,000 | +342.0% | 40,860 | +300.0% | 1.52% | +299.5% |
| Q3 2020 | $590,000 | -72.2% | 10,215 | 0.0% | 0.38% | -74.1% |
| Q2 2020 | $2,120,000 | +25.7% | 10,215 | 0.0% | 1.47% | +6.1% |
| Q1 2020 | $1,686,000 | -14.8% | 10,215 | 0.0% | 1.38% | +4.5% |
| Q4 2019 | $1,978,000 | +7.6% | 10,215 | 0.0% | 1.32% | +1.8% |
| Q3 2019 | $1,839,000 | – | 10,215 | – | 1.30% | – |
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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% |